"Planned Giving and

Endowment Basics"

Kristen Mihaljevic

Director, Planned Giving

Arizona Community Foundation

 "Leadership and Legacy giving: Building a

Cohesive Campaign 

Team That Goes the Distance"

Jeri Alcock

Partner

Sr. Consultant

Rose City Philanthropy

"LGBTQ Sensitivity with Donors and Clients"

Wallace Hudson

Training Specialist

one-n-ten

"Estate Planning and

Trust Management for a

Brave New World: 

It's All in the Family...

What's a Family?"

R. Hugh Magill

Vice Chairman

The Northern Trust Company

 "Social Media for Dummies"

Russ Bucklew, JD, CFP(R),

CAP(R) Candidate

Sr. Client Advisor

MRA Associates

 "The Growing Importance

of Social Impact Investing

(SII) to Planned Giving

and Individual Major

Donors-What

Non-Profits

Need to Know"

Lloyd Kurtz

Sr. Portfolio Manager

Social Impact Investing 

Wells Fargo-The Private Bank

 "Top 10 Data Driven Planned Giving

Concepts for Baby Boomers"

Paul Caspersen, CFP(R), MS

Assistant Vice President

Sr. Philanthropic Advisor

University of Florida

"Gift Smarter: 

Coordinating as a Trusted Advisor Team"

Andrea Claus, Esq.

Attorney

Bivens & Associates, P.L.L.C.

"Tax Advantaged Business

and Asset Sale"

President and CEO

Gift Planning Institute