Tracks
Maximizing Success
Have you ever wondered what makes an organization or fundraiser successful at gift planning? Brian Sagrestano will share how to maximize your gift planning success through structured thinking, a donor-focused mindset and a purposeful program with true measures of success. Learn how to successfully use metrics to enhance your gift planning program's performance from The University of Pennsylvania's Lynn Malzone Ierardi. Robert Wahlers will show you how to recruit donors to your board and benefit from their participation. Legal expert Kirk Hoopingarner will explain how offering donor advised funds can substantially impact your donors' future giving.
Building Relationships
Learn from John McKee how to present leveraged giving options to prospective donors and engage them in the gift planning process. Explore how to collaborate with your donors and their advisors as a team from Boys Town's Jeremy Belsky. Discover simple ways to bring up the planned giving conversation with donors, make "the ask" and respond to donors' concerns from Joe Tumolo. Learn how to market bequest campaigns to the 78 million Baby Boomers from Charles Schultz.
Working as a Team
Learn from Scott Lumpkin what gift donors really want and how to build a fundraising team to help achieve their goals. Jim Connell will share a step-by-step approach for establishing a Professional Advisory Council (PAC). Oregon State University's Jeff Comfort will provide insights on how to work with major gift officers to close blended gifts. Discover how to engage financial advisors and distinguish your organization from Ruby Pediangco.
Learning the Techniques
Emil Kallina will share new ideas for investing pooled income funds to achieve a higher return. Texas Baptist Foundation's Joe Hancock will give you a roadmap for accepting gifts of oil and gas interests. Tim Boone will share strategies for structuring CRTs including FLIP CRUTs, income-control CRTs, testamentary CRTs funded with IRA and CRT terminations. Charles Schultz will also share how to motivate your donors to make IRA charitable rollover gifts and create your new annual fund.
Mastering Fundamentals
Learn how to explain planned giving vehicles to your donors, leadership and board in a unique way (through desserts!) from University of New Hampshire's Theresa Curry. Discover planned giving steps for every size charity from Virginia Tech's Steve Clark. A panel of expert gift planners including Ashley Buderus, David Obedzinski, Brian Sagrestano and Steve Clark will share the secrets of their success in areas that include donor visits, "the ask," gift closing, stewardship and more. Hear case studies on creative gift annuities (including deferred and relinquished gift annuities) from Huntington Library's Cris Lutz.
Excelling at Marketing
Learn how to make the connection with your donors and build relationships that will inspire them to give from author, nonprofit trainer and consultant Sarah Durham. Discover how to get results with email from Christopher Jaarda and Kristen Schultz Jaarda. Betsy Chapin Taylor will teach you how to make the planned giving case for support. 2015 Emarketer of the Year winner Julie Heggeness will share tips for generational marketing based donor case studies.
