Day Two

Thursday, September 30, 2021
12:30 PM ET - 4:00 PM ET

Join the BNY Mellon Wealth Management Planned Giving conference for live keynote presentations, panel discussions and insights from industry experts on the current landscape and the future of planned giving.

The 2021 Virtual Planned Giving Conference will focus on current trends and practical solutions from thought leaders in the philanthropic planning community.

The conference will be hosted on BNY Mellon Wealth Management’s BrightTALK channel. If this is your first time registering for a webcast through BrightTALK, you will be required to create an account. After registering and creating a password, you will have full access to all future live webcasts and previously recorded replays. Click here to visit frequently asked questions about BrightTALK.


12:30 PM ET ~  Opening Remarks

Crystal Thompkins, Head of Philanthropic Solutions, BNY Mellon Wealth Management


12:35-1:15 PM ET ~  Fireside Chat: Responsive Leadership and Nonprofits Preparing for the Future

Join us for a fireside chat with Jackie Jenkins-Scott who will share her perspectives on responsive leadership. Jackie is a nationally recognized leader with more than three decades of experience in executive leadership positions in public health, higher education and corporate and non-profit governance. Jackie is widely acknowledged as a transformational leader, helping individuals and institutions achieve high performance and strategic results.

Featured speaker:

Jackie Jenkins-Scott
Founder and President, JJS Advising


1:15-2:00 PM ET ~  Inclusion, Equity and Diversity from the Inside, Out

This session will examine how we as individuals and organizations, can better incorporate diversity, equity and inclusion into our work. Led by noted DEI presenter, Yolanda F. Johnson, President of YFJ Consulting, LLC and founder of Women of Color in Fundraising and Philanthropy and Allies in Action Membership Network, this is a special opportunity to garner fundamental knowledge about DEI, how it informs the work of the nonprofit sector, and how you can determine its role in your organization.

Featured speaker:

Yolanda F. Johnson
Founder, Women of Color in Fundraising + Philanthropy


2:00-2:15 PM ET ~  Guided Break: Mindful Communication: Building Better Connections

Our interactions are more than just the words we say to each other. The way you communicate can either make someone feel a sense of inclusiveness and belonging or it can make them feel excluded and isolated. And making small changes can yield big results. Join Thrive Global's Chief Training Officer Joey Hubbard to learn to communicate in ways that foster connections, belonging and inclusion.

Featured speaker:

Joey Hubbard, Chief Training Officer, Thrive Global


2:15-3:00 PM ET ~  Trending Topics in 10

Join this session to hear the latest in trending topics in gift planning in a series of 10-minute presentations followed by a Q&A with the presenters.

Featured speakers:

An Opportunity Cost Illustration: What CGA Gift Illustrations Don’t Show Donors
John Monahan, CFA, Senior Investment Officer
Planned Giving, BNY Mellon Wealth Management

Digital Assets Investment Trends
Christopher Rogers
Director of Capital Markets Advisory Services, BNY Mellon Wealth Management

Philanthropic Legislative Update
Karen Havey
Senior Wealth Strategist, BNY Mellon Wealth Management


3:10-4:00 PM ET  ~  Virtual Experience with The Smithsonian Institution - FUTURES Exhibition

What do you think of when you think of the future? Join us for an exclusive virtual first look of the FUTURES exhibition opening later this year on the National Mall. A 32,000 square feet of exhibition space will invite audiences to explore ideas about the future and to inspire millions to think hopefully and flexibly about the future they want to live in- one that is equitable, efficient, and sustainable. Join us virtually with Glenn Adamson, Curator at Large, Arts + Industries Building, as he introduces the Building’s first public reopening in 20 years with the FUTURES exhibition.

Featured speakers:

Glenn Adamson, Curator at large at the Arts + Industries Building, Smithsonian Institution

Brian Lang, Curator, Corporate Art Collection, BNY Mellon