Development Day
Speaker Biographies
THE TERMINOLOGY:
WHAT IS A BEQUEST?
Click on the speaker's name, in the agenda below, to see their biography.
Morning Plenary
7:30 - 8:00am Registration
Enjoy a continental breakfast while you visit with exhibitors and
network with colleagues
Opening Welcome
8:15-9:05am
Black, White or
Gray: Ethical Shades in Charitable Gift Planning
Tanya Howe Johnson, President & CEO
Partnership for Philanthropic Planning, Indianapolis, IN
Breakout Sessions
9:15-10:05am - Practical Track
Getting Board Support: A Case Study
Robert E. Kass, Attorney
Barris, Sott, Denn & Driker, PLLC, Detroit, MI
9:15-10:05am - advanced track
Planned Giving for Business Owners
Philip M. Purcell,
Ball State University Foundation, Muncie, IN
10:15-11:05am -
practical track
Donna J. Snyder, Assistant General Counsel
University of Michigan, Ann Arbor, MI
10:15-11:05am - Advanced Track
The Use of Charitable Lead Trusts in Volatile Markets: Benefits & Pitfalls
for Donors and Charities
Dickinson Wright, PLLC
11:15-12:05am - practical track
Who Are Your Donors and What Makes
Them Tick?
Ball State University Foundation, Muncie, IN
11:15-12:05pm - Advanced Track
Elder Law & Charitable Planning
Matthew M. Wallace,
JD, CPA
Afternoon Plenary
12:15
pm Lunch Buffet12:45-1:30pm
Is Their Hope for Planned Giving?Tanya Howe Johnson, President & CEO
Partnership for Philanthropic Planning, Indianapolis, IN
1:40-2:30pm
Gifts, Money & TaxesShari M. Fox, Vice President for Development
Sally M. Baker, Director of Gift Planning
University of Michigan, Ann Arbor, MI
2:40-3:30pm
Guerilla Marketing For Your Planned Giving ProgramViken Mikaelian, Founder and CEO
PlannedGiving.Com, Phoenixville, PA
3:30pm Enjoy Dessert Bar – Visit with Exhibitors – Network with Colleagues – Raffle Drawing
4:00pm Conference Ends
Thank you Sponsors
Comerica Charitable Trust
Barris, Sott,
Denn & Driker, PLLC
Dickinson Wright, PLLC
Ipex, Inc.
Manan Strategy Consultants
PlannedGiving.Com
The Stelter Company
Tanner Friedman Strategic Communications
Carpenter Dominic Mason died in 1989.
Tomorrow, he’ll renovate the playroom at the local homeless shelter.
As a carpenter, Dominic renovated homes for his clients. As a child, he and his mother found a home in a shelter when times were hard. A counselor there showed Dominic a future filled with opportunity, and he never forgot that life-changing vision. Thanks to a bequest in his will, a few more children will have a chance to build their dreams. Include your favorite cause in your will or estate plan. Contact a charitable organization, attorney, financial advisor or local LEAVE A LEGACY® program to learn how.