Wednesday, March 13, 2024

Roundtables and Networking

We invite you to join us Wednesday, March 13th, for breakfast, networking, and roundtables. Following breakfast and networking, each attendee will have the opportunity to engage in two roundtable discussions.

Event Schedule

8:45 - 9:15AM - Registration, Networking & Breakfast
9:15 - 10:00AM - Roundtables (Session A)
10:00 - 10:15AM - Break
10:15 - 11:00AM - Roundtables (Session B)

Important Venue Security Information:
Due to security regulations at PNC Place, all attendees must show a photo ID in order to gain access to the facility. Attendees will be escorted from the lobby to the meeting area by PNC employees and it is possible your admittance to the meeting may be slightly delayed while waiting for an escort. We encourage attendees to arrive early for the meeting and we thank you for your patience on site.

Roundtable Topics:

• Estate Administration
• Marketing
• Metrics, Collaboration, and Blended Gifts
• Smithsonian's Legacy Challenge Experience
• Watch for one more topic announcement… coming soon!

Facilitators:

Dana Kaufman, Sr. Gift Planning Officer, Smithsonian Institution
Evelyn Morgner, Director, Planned Giving and Transformational Gift Services/Investor Relations, United Way Worldwide
Kathy Swayze, CFRE, President & Creative Director, Impact Communications
Justine Van Wie, Director, Gift and Estate Administration, George Washington University

This program meets CAP® (re)certification requirements.