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2018 Conference Handouts
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Handouts will be available on Tuesday, May, 2


In effort to “Go Green” we ask that you print the handouts (if available) in advance from the website.

9:00 - 10:15 AM Session
Plenary: Lessons Learned as an Accidental Fundraiser
Gerald Chertavian, Year Up
No Handout Available

10:45 - 11:45 AM Sessions
(2A) Tax 101: Basics of Transfer Tax & Income Tax

Anne Katsas, Port Estate Planning, LLC

Download Handout

(2B) Measuring What Matters: Creating Standard Performance Metrics for Charitable Gift Planners

Joseph O. Bull, Carnegie Mellon University

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(2C) Gifts of Unusual Assets
Kate Guedj, The Boston Foundation

Michael J. Cooney, Nixon Peabody, LLC
No Handout Available

12:00 - 1:45 PM Session

Keynote: Change the Story, Change the World
Celia Hoffman, The Goodman Center

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2:00 - 3:00 PM Sessions

(4A) Lessons Learned from Gift Annuity Mistakes
Jeff Lydenberg, PG Calc
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(4B) The Rights & Responsibilities of Charitiable Beneficiaries in Death-Related Administration of Estates and Trusts
Fredrick B. Weber, Northern Trust Company

Download Handout (1)

Download Handout (2)

(4C) What's Better Than a Gift of Startup Stock? 

DeeDee Mendoza, Dartmouth College

Susan Hanifin, Dartmouth College
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3:30 - 4:30 PM Sessions

(5A) Women & Money: A Practical Guide to Estate Planning
Patricia Annino, Rimon PC
No Handout Available

(5B) Building Board Participation in Your Legacy Society
Eve Forbes, Independent Consultant

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(5C) First Impressions Last: Talking with Donors about CRTs

Laura Alexander, TIAA Kaspick
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