5901 Dutchmans Ln
Louisville, KY 40205
USA
Partnership for Philanthropic Planning of Kentuckiana presents our second half-day conference focused on planned giving. This conference is for everyone—from advanced planned giving officers to general practitioners looking to learn the basics. We invite you to tailor your experience through our introductory or advanced tracks.
Pre-event registration cost for the half-day conference that includes continental breakfast is $25 for PPPK members and for organizations with a budget of $1 million or less and $45 for non-PPPK members and for organizations with a budget over $1 million.
Special thanks to our sponsors Trek Advancement and University of Louisville.
Half-Day Conference Schedule:
Keynote Presentation – 8:00 a.m.
“Questions to Start Planned Giving Conversations”
Greg Sharkey, J.D.
Senior Philanthropy Advisor at The Nature Conservancy
Session One – 9:30 a.m. to 10:30 a.m.
Advanced Track
“The Power of Engagement—Integrating Your Donor Communication Strategy”
Nathan Stelter
Vice President of Business Development at The Stelter Company
Introductory Track
“Stages of Your Planned Giving Program”
Kelly Wesley Taylor, J.D.
Partner at Trek Advancement, LLC
Session Two – 10:45 a.m. to 11:45 a.m.
Advanced Track
“Charitable Gift Annuities: What’s Best Practice?”
Laurie W. Valentine, J.D.
Trust Counsel & Chief Operating Officer at Kentucky Baptist Foundation
Introductory Track
“Overcoming Common Capacity Obstacles with Planned Gifts”
Kelly Wesley Taylor, J.D.
Partner at Trek Advancement, LLC