Conference Schedule

Thursday, May 9, 2019

7:45–8:30 AM

Registration and Breakfast


8:30–9:30 AM




Welcome and Opening Keynote Presentation
Anne Melvin, Director of Training and Education, Harvard University
Storytelling as Fundraising Best Practice

9:30–9:45 AM

Break & Exhibitors

9:45–10:45 AM



Breakout Sessions
Diane Thornton, CFP, Regional Gift Strategist, The Nature Conservancy
Let’s Get Started at the Top of the Pyramid: PG Fundamentals
Dave Smith, President and CEO, Heaton Smith Group, LLC
Securing Blended and Documented Estate Gifts
John R. Strohmeyer, Attorney, Strohmeyer Law PLLC
Five Star Counsel: Ethical Client Service Lessons from the Hotel Industry (This presentation will be good for 1 Hr. of CLE with .75 of Ethics)

10:45-11:00 AM
Break & Exhibitors
11:00–12:00 PM
John Taylor, Principal, John H. Taylor Consulting, LLC

General Session: What Have I Gotten Myself Into? The Legal Ins and Outs of Donor Advised Funds

12:00–12:30 PM

12:30–1:30 PM
Keynote Presentation Presented By Ramsay Slugg, Managing Director, US Trust, Bank of America Private Wealth Managemen
Key Insights from the 2018 U.S. Trust Study of High Net Worth Philanthropy

1:30-1:45 PM



1:45–2:45 PM




Break & Exhibitors


Breakout Sessions
Jillian Day, CFRE, Director, Development, Houston Zoo
Jeffery L. McLain, MMC, CFRE, Senior Director for Gift Planning, Texas A&M University-Kingsville
Reigniting Your Legacy Program
Christina Lesher, Attorney, Law Office of Christina Lesher, P.C.
Ethics and Elder Law (This presentation will be good for 1 Hr of CLE with .5 Hrs of Ethics)
John Taylor, Principal, John H. Taylor Consulting, LLC
The Weird and Bizarre – How to Handle Those Quirky Gifts

2:45–3:00 PM

Break & Exhibitors

3:00–4:00 PM


Breakout Sessions
Jeremy Stelter, Director of Business Development, The Stelter Company
Understanding the Major Trends that are Impacting Donors Today… and Tomorrow!
Joe Hancock, Vice President, and General Counsel, HighGround Advisrs
Insecure About Securities? – Effectively Handling Gifts of Stock
Jay Chadha, Senior Counsel, Norton Rose Fulbright
Tips and Traps in Donating Real Property (This presentation will be good for 1 Hr of CLE)

4:00–5:00 PM


Continuing Education

CGPH is pleased to offer continuing education credits. Applications for CLE, CPE, CFP, and CFRE have been submitted.