Conference Hub
PROGRAM MATERIALS
Plenary Sessions
Neurogiving: The Neuroscience of Gift Planning (and What to Do About It)
Cherian Koshy — Executive Vice President of Kindsight
AI and Legacy Fundraising
Brantley Boyett — President & Co-Founder of Giving Docs
Track A: Understanding Donors
Getting to Yes: Helping Donors Overcome Obstacles to Giving
Amy Secor | Austin Kellogg | Liz Ryan | Moderated by Amy Scott
We Are Family: Family Dynamics in Philanthropic Planning
Michael Longyear | Gina Cittadini | James Mahoney | Moderated by Amy Scott
Beyond the Gift: What Multigenerational Families Can Teach Us About Human Flourishing, Generosity, and Legacy
Bo Lee | Janell Turner | Moderated by Amy Scott
Additional ResourcesWomen in Philanthropy: A Literature Review, Lilly Family School of Philanthropy, Women's Philanthropy Institute
2026 Study of the Philanthropic Conversation, The Philanthropic Institute
The Five Capitals: Wealth as Well Being, James E. Hughes Foundation
Family Flourishing, Jay Huges, Stacy Allred, and Mary Duke
The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life, Kristin Keffeler
Track B: Building Stronger Programs
Partnering with Professional Advisors for Planned Giving Success
Jill McIlroy
ONE DISCOVERY PLAYBOOK: GROWING PLANNED GIVING THROUGH BETTER DONOR CONVERSATIONS
Lina Miller
In the Trenches: A Panel of Local Professionals Sharing Successes and Lessons Learned when Growing a PG Program
Alex Kerl | Katrina Harvie-Watt | Rachelle Nesta
Track C: Structuring Complex Gifts
Equity Compensation: Opportunities for Transformational Gifts
Ashley Francis | Angie Myers
Demystifying Complex (Illiquid) Asset Donations
Ruby Pediangco
Turning Tax Challenges into Philanthropic Opportunities
Carrie Hobbs | Frances Olson | Moderated by Diana Shiner