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2019 Conference Handouts
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Handouts Now Available!


In effort to “Go Green” we ask that you print the handouts (if available) in advance from the website. Please note that only the presentations we have received are posted. 

9:00 - 10:15 AM Session

Sustainable Solutions to Improving Health Care in the Context of Abject Poverty

Gary L. Gottlieb, MD, MBA, Partners in Health

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10:45 - 11:45 AM Sessions

Gender Matters: A Practical Approach to Grow Women's Philanthropy

Kathleen E. Loehr, Aspen Leadership Group

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Real Estate Gifts: Trends and Strategies
Dennis Bidwell, Bidwell Advisors
Allen Thomas, JD, CFRE, CAP, Thomas Charitable Advisors, LLC

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Survey Says...Know Your Donors--It Pays to Ask

Nathan Stelter, The Stelter Company

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12:00 - 1:30 PM Session


1:45 - 2:45 PM Sessions

All You Really Need to Know about Planned Giving You Learned in Kindergarten

Meryl R. Cosentino, Stony Brook University

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Principles for Fundraising with Principals: A Primer on Charitable Gifts of Private Fund Interests

Cameron Casey, JD, Ropes & Gray LLP
Karen A. Johnson, JD, Harvard Management Company

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3:00 - 4:00 PM Sessions

A Fiduciary's Take on Cryptocurrencies and Blockchain

Dan Fasciano, CFA, CAIA, BNY Mellon Wealth Management

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Intergenerational Marketing of Planned Gifts Using Multi-Channel Approaches

Vincent J. Fraumeni, Fraumeni Fundraising Consultants

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