APRIL 24-27, 2023 \\ NASHVILLE, TN
AGENDA
The Institute strives to provide a valuable, well-paced, and engaging schedule. Each year, attendee evaluations are carefully reviewed to assure that the agenda delivers what people are seeking as well as what they need. A variety of speakers appear throughout the day which adds to the dynamics of the interaction between speakers and participants.
MONDAY, APRIL 24
1:00-1:30
1:30-2:00
2:00-2:30
2:30-3:00
3:00-3:30
3:30-3:45
3:45-4:15
4:15-4:45
4:45-5:15
Registration
Welcome and Overview of the Institute
Why Planned Giving is Important
How to Market A Gift Planning Program
Who Are Your Best Prospects?
Break
When People Give: The "Threes" of Planning
Components of a Sound Estate Plan
Why Do People Give?
TUESDAY, APRIL 25
8:00-8:30
8:30-9:15
9:15-10:00
10:00-10:15
10:15-10:45
10:45-11:15
11:15-12:30
12:30-1:30
1:30-2:15
2:15-2:45
2:45-3:00
3:00-4:00
4:00-4:30
Current Developments in Estate Planning
Where Income Taxes Matter
Where Transfer Taxes Matter
Break
When the Planner Works with Advisors
What We Give: Overview
Lunch Provided by the Institute
Understanding the Charitable Deduction
What We Give: Valuations and Deductions
What We Give: Tangible Personal Property
Break
What We Give: Business Interests
Case Studies: What We Give
WEDNESDAY, APRIL 26
8:00-8:45
8:45-9:45
9:45-10:15
10:15-10:30
10:30-11:30
11:30-12:00
12:00-1:30
1:30-2:30
2:30-3:00
3:00-3:15
3:15-4:00
4:00-5:00
How We Give: Outright Gifts (Bargain Sales, Bequests, and Pledges)
How We Give: Charitable Gift Annuity and Pooled Income Funds
How We Give: Retained Life Estate
Break
What We Give: Understand IRAs and Other IRD Assets
Advanced IRD Planning
Lunch On Your Own
How We Give: Charitable Remainder Trust
Life Income Gift Techniques Compared
Break
How We Give: Charitable Lead Trust
Participants' Questions, Concerns, and Cases
THURSDAY, APRIL 27
8:00-9:00
9:00-10:00
10:00-10:15
10:15-11:00
11:00-11:30
Case Studies: How We Give
When We Plan: Ethics and Charitable Gifts
Break
How to Address Donor Concerns
Where to Find Help
*Tentative schedule, subject to change.