9:00 – 10:00 AM 
Conference Check-In and Welcome Breakfast  
Welcome to Phoenix! Stop by the registration desk anytime between 9:00 – 10:00 a.m. to check in and pick up your conference materials and enjoy breakfast with your fellow attendees.

10:00 – 10:30  
Welcome and Introductions  
Meet your conference faculty and fellow attendees and learn how to make the most of your time together.

10:30 – 11:00  
The Big Picture: Definitions and Practice
What do we mean when we say “planned giving”?  Is that totally separate from major giving? We’ll start with a discussion of the practice of planned giving and its role in educational advancement, basics on assets and timing, and set our course for the rest of the conference.

11:00 – 11:15  
Refreshment Break  

11:15 AM – 12:30 PM 
Understanding Donors and Prospects
We will discuss how to identify your best prospects for a planned gift; develop a communications/marketing plan that targets these prospects to engage and motivate them;  and utilize proactive listening skills that will lead you to helpful and revealing clues along the way. This session will also examine how major and planned gift colleagues can partner in order to optimize results and make the most effective use of available resources. Last but not least, we will spend some time discussing how to best approach documentation of planned gifts.

12:30 – 1:45  
Lunch on Your Own

1:45 – 3:15
Gifts, Money and Taxes 101
Far from a dry, boring lecture, this highly interactive session will help us explore the tax structure that influences donors’ decision on whether, when, and how to make charitable gifts.

3:30 – 4:45 
Cash Isn’t Always King: A Portfolio of Assets
The biggest gift a donor can make may be something other than cash.  This session will review the benefits and challenges of the most common types of non-cash gifts, and look at ways to uncover these opportunities.

4:45 – 5:30  
Faculty Q&A Open Forum  
Come ready to discuss with your colleagues a planned giving challenge you’re facing in your own work, and get suggestions from the faculty -- or maybe stump them entirely!

5:30 – 6:30  
Networking Reception  
Join conference speakers and fellow conference attendees to socialize after the first day of the conference. Drink tickets and hors d'oeuvres will be provided.

6:30
Conference Adjourns for the Day
Dinner on your own. Group dine-around sign up available at registration desk.

7:45 – 8:30 AM  
Breakfast & Roundtable Conversations

8:30 – 9:45  
Gift Plans: Part 1  
In this first session on gift plans, we will discuss fundamental planned and deferred giving methods including bequests, life insurance, IRAs and other qualified retirement plans, as well as life income gifts. Case studies and role play will be utilized to help demonstrate situations and prospects where these various gift vehicles will result in best outcomes.

10:00 – 11:15
Gift Plans: Part 2
This session will continue our review of the different ways that people can give. We then will discuss several case studies to explore how these plans can help donors meet their goals.

11:15 – 11:45
Faculty Panel: Gift Planning Programs Within Institutional Advancement 
After a day-and-a-half of technical conversations, the faculty will strive to answer your remaining questions and discuss ideas for successful planned programs within larger development operations.   

11:45 AM – NOON 
Conference Wrap-Up