APRIL 27-30, 2026 \\ 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 27
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
5:15-6:15
Registration
Welcome and Overview of the Institute
Why Planned Giving is Important
Who Are Your Best Prospects?
How to Market A Gift Planning Program
Break
When the Planner Works with Advisors
Why Do People Give?
When People Give: The "Threes" of Charitable Estate Planning
Reception
TUESDAY, APRIL 28
8:00-8:30
8:30-9:15
9:15-10:00
10:00-10:15
10:15-11:15
11:15-12:30
12:30-1:30
1:30-2:00
2:00-2:45
2:45-3:00
3:00-3:30
3:30-4:30
Components of a Sound Estate Plan
Where Income Taxes Matter
Where Transfer Taxes Matter
Break
Understanding the Charitable Deduction
Lunch Provided by the Institute
Current Developments in Estate Planning
What We Give: Overview
What We Give: Cash, Marketable Securities, Real Estate, and Life Insurance
Break
What We Give: Tangible Personal Property
What We Give: Business Interests
WEDNESDAY, APRIL 29
8:00-9:00
9:00-9:30
9:30-10:00
10:00-10:15
10:15-11:00
11:00-11:30
11:30-1:00
1:00-1:30
1:30-2:30
2:30-2:45
2:45-3:15
3:15-4:15
4:15-5:00
What We Give: Understand IRAs and Other IRD Assets
Advanced IRD Planning
Case Studies : What We Give
Break
How We Give: Outright Gifts (Bargain Sales, Bequests, and Pledges)
How We Give: Charitable Gift Annuity and Pooled Income Funds
Lunch On Your Own
How We Give: Retained Life Estate
How We Give: Charitable Remainder Trust
Break
Life Income Gift Techniques Compared
How We Give: Charitable Lead Trust
Participants' Questions, Concerns, and Cases
THURSDAY, APRIL 30
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.