PGD Conference Hub 2025

PROGRAM MATERIALS

Opening Panel:

The TNC Ecosystem - A Collaborative Approach to Planned Giving Impact

  • Marcie Hinthorne, JD, Pacific Northwest Regional Gift Strategist at The Nature Conservancy

  • Paul Rudnick, Senior Associate Director of Philanthropy at TNC

  • Emily Crandall, Associate Director of Philanthropy at TNC

  • James Hong, Associate Director of Philanthropy at TNC

  • Lucas Moser, Donor Engagement & Campaign Manager at TNC

Collaboration creates an environment where productivity increases, knowledge is gained and shared, enhanced efficiency cultivates innovative solutions, new and better ideas and more effective problem solving. Best of all, collaboration makes our work more fun! The Washington Philanthropy Team of The Nature Conservancy together with their planned giving team have created an effective ecosystem to elevate philanthropic outcomes and enhance donor outcomes. Join us for a panel discussion where we explore their journey as they created a successful philanthropic ecosystem.

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Session 1:

Track I: Planned Gifts Sliced and Diced

Bill Zook, Principal, Evergreen Planned Giving LLC

This presentation will explore the full range of planned giving options, illustrating and categorizing them based on features like revocability and prevalence. It will also provide attendees with foundational terminology, key abbreviations, and concise examples to deepen understanding and reframe how these gifting vehicles can be mapped and compared.

Track II: Life Income Gifts Funded with Real Estate

Kristen Dugdale, Sr. Director, Relationship Management, TIAA Kaspick

This session will explore how real estate can be used to fund life-income gifts, offering donors both financial and personal benefits. Attendees will learn how to identify and evaluate these opportunities, and how to guide donors through setting up charitable remainder trusts while managing expectations.

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Session 2:

Track I: Wills, Wisdom & Wellness: A Life in Three Roles

Wendy Goffe, JD, Member, Ogden Murphy Wallace

Asa Tate, Executive Director, Planned Giving, Fred Hutch

Join estate planning attorney Wendy Goffe in a compelling conversation with Asa Tate, Executive Director of Planned Giving at Fred Hutch, as she reflects on her journey through three powerful lenses: advisor, patient, and donor. With candor and insight, Wendy will share how personal experience has shaped her professional perspective and philanthropic values, offering attendees a unique look at the intersection of legacy, health, and generosity.

Track II: A Tale of Two Washingtons: 2025 Legislative Happenings

Diana Shiner, JD, CTFA, Wealth Manager & Trust Services, Laird Norton Wetherby

Frances A. Olson, CPA, MST, Principal, Clark Nuber

This session will provide an insightful overview of current legislative developments in both Washington State and Washington, D.C., highlighting how emerging policies may influence our professional practices and communities in the coming year. Speakers will cover valuable perspectives for those interested in advocacy, policy analysis, and strategic planning. You will gain a deeper understanding of the evolving legislative landscape and its potential implications.

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Keynote:

It’s Not You: How Our Chronic Overworking Causes Long-Term Harm… And What To Do About It

Ellen Whitlock Baker, ACC, Executive Coach and Leadership Consultant

Belonging and workplace engagement expert Ellen Whitlock Baker will show you how you might be sabotaging your own well-being by giving your all to work. In our increasingly complex society, we’re getting busier and taking on more…and there’s a cost. Learn about how you can tell if you’re a chronic overworker, how it’s likely leading you to burnout, and what to do to get yourself working in a more sustainable way (hint: the word “no” is very important). Ellen will also discuss what people leaders in the audience can do to eradicate outdated workplace norms that serve no one and create an environment where your teams will thrive, increasing your retention rates and efficiency. If you’re feeling overwhelmed because you’re wearing all the hats at your organization (plus some more at home), don’t miss this opportunity to uncover some of the deeper reasons behind why we will like we have to work until we can’t anymore, and begin to build a strategy for how to show up in a healthier (and longer-lasting) way.

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Session 3:

Track I: Estate Management 101

Lauren Gersch, JD, Planned Giving Manager, Fred Hutch

Your donor included you in their will - great! You stewarded them during their lifetime and you remained in their final will - even better for your organization! You expressed condolences to the family for their loss - now what? This presentation will walk you through the basics of managing an estate gift from a donor's will or living trust. It will give you the confidence to know that your organization is getting the gift your donor intended you to have and that you are using the gift in the way they wished.

Track II: The Intersection of Cognitive Decline and Charitable Giving

Lisa Mayfield, Founder & Principal, Aging Wisdom

Annie Hafermann, Director of Learning Innovation, Aging Wisdom

This session will provide a broad overview of dementia, how to recognize the signs of cognitive decline, and delve into the important topic of how cognitive changes intersect with charitable giving. Strategies for being a supportive resource for your clients who may be navigating the challenges of memory changes will be shared.

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Closing Keynote:

AI and the Future of Planned Giving: How Nonprofits Can Work Smarter and Raise More

Carrie Noble, JD, International Account Executive, FreeWill

This session explores the evolving role of Artificial Intelligence (AI) in philanthropy, with a focus on its impact on legacy giving. Attendees will learn how AI can help nonprofits deepen relationships with legacy donors and streamline daily fundraising tasks. Designed for fundraisers of all levels of AI knowledge, the session will provide practical, actionable tips to confidently integrate AI into planned giving strategies.

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