Meet the Planned Giving Day Presenters

Learn from experienced professionals working across fundraising, charitable gift planning, philanthropy, law, tax, wealth management, and donor advising.

Attendees are welcome to move between tracks throughout the day and build an educational experience that best fits their interests and professional goals.

Featured Speakers:

Keynote Speaker

Cherian Koshy
Vice President of Kindsight

Neurogiving: The Neuroscience of Gift Planning (and What to Do About It)

Cherian Koshy will open Planned Giving Day with an exploration of the behavioral science behind generosity and donor decision-making. His research-informed perspective will challenge attendees to think differently about how donors make choices, build trust, and respond to opportunities for philanthropic impact

Luncheon Speaker

Brantley Boyett
President & Co-Founder of Giving Docs

AI and Legacy Fundraising

During the luncheon program, Brantley Boyett will explore the growing role of artificial intelligence in legacy fundraising and what emerging technology may mean for the future of planned giving.

Understanding Donors

Explore donor motivations, philanthropic behavior, family dynamics, relationship-building, and the human factors that influence charitable decisions.

  • Amy Secor | Austin Kellogg | Liz Ryan | Amy Scott

    What happens when a donor who seemed ready to give suddenly hesitates? This session will explore the obstacles that can prevent donors from moving forward and strategies gift planners and advisors can use to help donors navigate those barriers.

  • Michael Longyear | Gina Cittadini | James Mahoney | Amy Scott

    Charitable estate planning rarely happens in isolation. This session will examine the role family relationships and dynamics can play in philanthropic decisions and how professionals can navigate those conversations thoughtfully and effectively.

  • Janell Turner

    Explore what multigenerational families can teach us about generosity, purpose, legacy, and the deeper motivations that shape philanthropic decision-making.

Building Stronger Programs

Sponsored by U.S. Bank

Discover practical approaches for strengthening planned giving programs, building internal and external partnerships, and creating systems that support sustainable growth.

  • Jill McIlroy

    Professional advisors can be powerful partners in helping donors achieve their charitable goals. This session will explore how nonprofit professionals can develop productive relationships with advisors and work together more effectively on behalf of donors.

  • Lina Miller

    Strong planned giving programs do not operate in isolation. Learn strategies for integrating planned giving into broader development efforts and creating stronger collaboration between planned giving and major gift teams.

  • Alex Kerl | Katrina Harvie-Watt | Rachelle Nesta

    Hear directly from local professionals about what it really takes to grow a planned giving program. This practical panel will share successes, challenges, lessons learned, and ideas attendees can take back to their own organizations.

Structuring Complex Gifts

Build technical knowledge and explore strategies for navigating sophisticated assets, tax considerations, and complex charitable giving opportunities.

  • Ashley Francis

    Explore common forms of equity compensation and the charitable planning opportunities they can create, including considerations for working with donors whose wealth may be concentrated in equity-based assets.

  • Ruby Pediangco

    Complex and illiquid assets can create significant philanthropic opportunities—but they also require careful planning. This session will help attendees better understand these gifts and the considerations involved in accepting and structuring them.

  • Francis Olsen | Carrie Hobbs | Diana Shiner

    Tax considerations often shape donor decisions and can create opportunities for thoughtful charitable planning. This session will explore strategies for helping donors navigate tax challenges while advancing their philanthropic goals.