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Conference Schedule

7:30 – 8:00 am

Registration and Continental Breakfast

8:00 - 9:30 am

Welcome: Kelly Merry, WPGC Board President

Delivering on the Donor Promise
Susan Howlett

9:30 – 9:45 am Break with Sponsors
Track: Getting Started
Getting Inspired
Getting Technical
9:45 – 11:00 am
Session 1

Talking About Bequests

Carol Borgmann, Lakeside School

Emma Conway, Boys & Girls Clubs of South Puget Sound



Survey Says ... Know Your Donors — It Pays to Ask

Jeremy Stelter, The Stelter Company

Demystifying Changes to the Tax Law

Kristi Mathisen, Laird Norton Wealth Management

11:00 – 11:15 am Break with Sponsors
11:15 – 12:30 pm
Session 2

Philanthropy Meets Dementia


Lisa Mayfield, Aging Wisdom

Jullie Gray, Aging Wisdom

The Forgotten Generation: Perspectives on Estate and Charitable Planning for Gen X

Grace Russak, BNY Mellon

Vicki Shelton, BNY Mellon


Gifted with Technology: How Technology Can Spark Impact and Generosity for Nonprofits

Ruth Dickey, ED, Seattle Arts & Literature

Shannon Roach Halberstadt, ED, Artist Trust


12:30 – 1:30 pm Frank Minton Professional Achievement Award Luncheon
1:30 - 2:00 pm Dessert with Sponsors
2:00 – 3:15 pm
Session 3

Transformation: Building a Relationship-Based Planned and Major Gifts Program from the Ground Up

Jessica Ross, Treehouse



Impactful Stewardship

Lorraine del Prado, del Prado Philanthropy


Land for Good: Conservation, Sustainability, and Community

Adam Draper, Forterra

3:15 – 3:30 pm Break with Sponsors
3:30 – 4:30 pm

Philanthropy, Ethics, and Dementia: How to Help Families Have a Meaningful Giving Experience

Marla Beck, President, Andelcare
Jim Carney, CFP, Vice President, The Aistear Group
Jodie Miner, Vice President, Swedish Medical Center Foundation

Moderator: Janell Johnson
, Planned Giving Officer, Seattle Opera

4:30 – 5:30 pm Wine and Cheese Reception