CRFE Credits: pending

Topics and speakers subject to change.

9:30AMRegistration Open
10:00 AMWelcome
10:15 AMPanel Discussion- Highlighting Folks “Doing Good” in the South Sound
10:45 AMBreak & Networking Table Challenge
11:00 AMCase Study – Collaboration Across Philanthropic Community
11:40 AMLunch
12:00 PMKeynote & Table Discussion- The Future of Philanthropy, Trista Harris
1:00 PMBreak & Networking Challenge
1:10 PMWorkshop Sessions
2:00 PMBreak & Independent Networking
2:05 PMTable Discussion
2:50 PMClosing Remarks
3:00 PMAdjourn & Happy Hour


2024 Speakers and session information will be added as it becomes finalized.

The Future of Philanthropy

Trista Harris

Learn More: Speakers

Workshop Sessions

Spheres of Influence & Impact in Philanthropy

Dien Yuen, Daylight Advisors

The Case for Professional Advisors in Planned Giving

Rick Oldenburg & Brad Thomas

Fundraising 101

Jesse Bohlin & Emily Happy

Table Breakout Discussion Topics

  • Running a Small Shop Nonprofit
  • Government Dollars, Philanthropic Flexability
  • Culture, Legacy & Planning
  • Leadership Succession Planning
  • How to Talk to your Clients about their philanthropy as a FINANCIAL ADVISOR
  • How to Talk to your Clients About Their Philanthropy as an ESTATE PLANNING ATTORNEY
  • Creating Effective Boards
  • How to Advocate for Yourself and Negotiate Your Salary
  • Leave 10 – A Deeper Dive. What is it and how can it benefit you?
  • How Does DEIB apply to our Work?
  • Corporate Engagement & Community Stewardship
  • Using Good News & Large Events to Create a Positive Future
  • Intersection of Philanthropy, DEI, Commuity Organizing, Nonprofit & Entrepreneurial Support
  • Grassroots Efforts Making a Big Difference
  • Creating Successful Programs & Opportunities
  • Innovative Local Solutions to Systemic Issues
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