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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.

© 2013-2025 Charitable Estate Planning Institute

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