The Changing Philanthropic Landscape

June 13, 2019 all-day
Lake Morey Resort
NH & VT Council of Charitable Gift Planners

The Changing Philanthropic Landscape

Schedule of Events

8:30 Registration & Continental Breakfast
9:00 Welcome
9:15 Keynote

Faster, Smarter, Greater: The Future of Donor Intelligence
Presented by Jay Frost

10:15 Annual Meeting & Coffee Break
10:45 Break-Out Sessions

Track 1
The Six Pillars of Fundraising Success
Presented by Jay Frost

Track 2
Economic Outlook & Its Impact on Planned Giving
Presented by Del Bouafi

12:00 Lunch
1:00 Break-Out Sessions

Track 1
Considerations in Working with
Older Donors
Presented by Daniel Stadler, MD,

Track 2
Social Security Benefits &
Philanthropic Planning
Presented by Melody Chartier, CFP

2:15 Coffee Break
2:30 End-Note Presentation

The Democratization of Philanthropy: Its Past and Present Contradictions and its Future Promise
Presented by Ben Soskis

3:30 Final Remarks & Adjournment