11:00-12:00 pm Roberta Keller, CEO Alexis Advisors "The Why of Money"
(what shapes our relationship with money and guides our decisions
12:00 - 1:30 PM John Sarvay, Owner & Principal Consultant, Floricane
"Diagnosing for Impact: Connecting Personality & Giving"
11:00 am - 12:00 pm Take Away Program: Emily Winbigler of McGuireWoods - State and Local Issues related to Tax-Exempt organizations
12:00 - 1:30 pm Edward Beckwith, Partner, BakerHostetler speaker - News from Washington: Charitable Giving, Tax Reform, and The Nonprofit Sector
11:00 am - 12:00 pm Take Away Program: Diane Lowder: Issues for Institutions to consider when establishing restricted legacy gifts.
12:00 PM - 1:30 PM Luncheon Program - Panel Discussion Honoring Legacy Gift Intent to Stay Relevant over time