Conference Schedule

7:45–8:30 AM

Registration and Breakfast

8:30–9:30 AM

Welcome and Opening Keynote Presentation

Judge Ken Wise
Stories of Houston Philanthropy

9:30–9:45 AM

Break & Exhibitors

9:45–10:45 AM

Breakout Sessions

Tom Dieters, Charitable Gifts America
Gift Annuities and Setting Up Programs

Jeff Lydenberg, PC Calc
Marketing

10:45-11:00 AM

Break & Exhibitors

11:00–12:00 PM

Breakout Sessions

Steve Goodman
Retirement Assets

Cathy Sheffield
Discovery Questions to Uncover Donor Assets

12:00–12:30 PM

Lunch

12:30–1:30 PM

Keynote Presentation Presented By Ruth Fitzgibbons, The Richards Group

The Lost Cohort: How to Court Baby Boomers Using New Tools and Techniques

1:30-1:45 PM

1:45–2:45 PM

Break & Exhibitors

Breakout Sessions

Cindy Anapolski
Bequest Campaigns

Cathy Sheffield
Blended Gifts

2:45–3:30 PM

Closing Remarks and Networking