Chicago Skyline
Learn, connect & engage. Multiply your planned Gifts. 2016 Practical Planned Giving Conference - September 26-27, 2016 in Chicago
Chicago Skyline

Schedule

Monday - September 26, 2016

  Maximizing Success Building Relationships Working as a Team Learning the Techniques Mastering Fundamentals Excelling at Marketing
8:30-8:50 Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome
9:00-10:15 Maximizing Your Gift Planning Success
(Brian Sagrestano)		 Engaging Donors in Giving Discussions
(John McKee)		 What Gift Planning Donors Really Want
(Scott Lumpkin)		 The Pooled Income Fund An Albatross or an Eagle?
(Emil Kallina)		 Explaining Gift Planning with Desserts
(Theresa Curry)		 Making the Connection
(Sarah Durham)
10:15-10:45 Break Break Break Break Break Break
10:45-12:00 Maximizing Your Gift Planning Success
(Brian Sagrestano)		 Engaging Donors in Giving Discussions
(John McKee)		 What Gift Planning Donors Really Want
(Scott Lumpkin)		 The Pooled Income Fund An Albatross or an Eagle?
(Emil Kallina)		 Explaining Gift Planning with Desserts
(Theresa Curry)		 Making the Connection
(Sarah Durham)
12:00-1:30 Lunch / Brandraising
(Sarah Durham)		 Lunch / Brandraising
(Sarah Durham)		 Lunch / Brandraising
(Sarah Durham)		 Lunch / Brandraising
(Sarah Durham)		 Lunch / Brandraising
(Sarah Durham)		 Lunch / Brandraising
(Sarah Durham)
1:30-2:45 Recruiting Donors to Your Board
(Robert Wahlers)		 Boomer Marketing
(Charles Schultz)		 Building a Professional Advisory Council
(Jim Connell)		 Gifts of Oil and Gas Made Simple
(Joe Hancock)		 Planned Giving Steps for Every Size Charity
(Steve Clark)		 Getting Results with Email
(Panel Discussion / Speakers: Christopher Jaarda/Kristen Schultz Jaarda)
2:45-3:15 Break Break Break Break Break Break
3:15-4:30 Recruiting Donors to Your Board
(Robert Wahlers)		 Boomer Marketing
(Charles Schultz)		 Building a Professional Advisory Council
(Jim Connell)		 Gifts of Oil and Gas Made Simple
(Joe Hancock)		 Planned Giving Steps for Every Size Charity
(Steve Clark)		 Getting Results with Email
(Panel Discussion / Speakers: Christopher Jaarda/Kristen Schultz Jaarda)
4:30-5:30 Reception Reception Reception Reception Reception Reception

Maximizing Success

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Maximizing Your Gift Planning Success (Brian Sagrestano)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Maximizing Your Gift Planning Success (Brian Sagrestano)
  • 12:00-1:30 - Lunch / Brandraising (Sarah Durham)
  • 1:30-2:45 - Recruiting Donors to Your Board (Robert Wahlers)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Recruiting Donors to Your Board (Robert Wahlers)
  • 4:30-5:30 - Reception

Building Relationships

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Engaging Donors in Giving Discussions (John McKee)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Engaging Donors in Giving Discussions (John McKee)
  • 12:00-1:30 - Lunch / Brandraising (Sarah Durham)
  • 1:30-2:45 - Boomer Marketing (Charles Schultz)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Boomer Marketing (Charles Schultz)
  • 4:30-5:30 - Reception

Working as a Team

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - What Gift Planning Donors Really Want (Scott Lumpkin)
  • 10:15-10:45 - Break
  • 10:45-12:00 - What Gift Planning Donors Really Want (Scott Lumpkin)
  • 12:00-1:30 - Lunch / Brandraising (Sarah Durham)
  • 1:30-2:45 - Building a Professional Advisory Committee (Jim Connell)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Building a Professional Advisory Committee (Jim Connell)
  • 4:30-5:30 - Reception

Learning the Techniques

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - The Pooled Income Fund - An Albatross or an Eagle? (Emil Kallina)
  • 10:15-10:45 - Break
  • 10:45-12:00 - The Pooled Income Fund - An Albatross or an Eagle? (Emil Kallina)
  • 12:00-1:30 - Lunch / Brandraising (Sarah Durham)
  • 1:30-2:45 - Gifts of Oil and Gas Made Simple (Joe Hancock)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Gifts of Oil and Gas Made Simple (Joe Hancock)
  • 4:30-5:30 - Reception

Mastering Fundamentals

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Explaining Gift Planning with Desserts (Theresa Curry)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Explaining Gift Planning with Desserts (Theresa Curry)
  • 12:00-1:30 - Lunch / Brandraising (Sarah Durham)
  • 1:30-2:45 - Planned Giving Steps for Every Size Charity (Steve Clark)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Planned Giving Steps for Every Size Charity (Steve Clark)
  • 4:30-5:30 - Reception

Excelling at Marketing

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Making the Connection (Sarah Durham)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Making the Connection (Sarah Durham)
  • 12:00-1:30 - Lunch / Brandraising (Sarah Durham)
  • 1:30-2:45 - Getting Results with Email (Panel Discussion / Speakers: Christopher Jaarda/Kristen Schultz Jaarda)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Getting Results with Email (Panel Discussion / Speakers: Christopher Jaarda/Kristen Schultz Jaarda)
  • 4:30-5:30 - Reception

Tuesday - September 27, 2016

  Maximizing Success Building Relationships Working as a Team Learning the Techniques Mastering Fundamentals Excelling at Marketing
8:30-9:45 Playing Nicely in the Sandbox: Gift Planning Collaboration
(Lynn Malzone Ierardi)		 Collaborating with Donors and Advisors
(Jeremy Belsky)		 Blending Gifts with Your Development Team
(Jeff Comfort)		 Your New Annual Fund IRA Rollover
(Charles Schultz)		 Gift Planning Success Secrets from Experts
(Ashley Buderus, David Obedzinski, Brian Sagrestano, Steve Clark / Moderator: Kristen Jaarda)		 Making the Planned Giving Case for Support
(Betsy Chapin Taylor)
9:45-10:15 Break Break Break Break Break Break
10:15-11:30 Playing Nicely in the Sandbox: Gift Planning Collaboration
(Lynn Malzone Ierardi)		 Collaborating with Donors and Advisors
(Jeremy Belsky)		 Blending Gifts with Your Development Team
(Jeff Comfort)		 Your New Annual Fund IRA Rollover
(Charles Schultz)		 Gift Planning Success Secrets from Experts
(Ashley Buderus, David Obedzinski, Brian Sagrestano, Steve Clark / Moderator: Kristen Jaarda)		 Making the Planned Giving Case for Support
(Betsy Chapin Taylor)
11:30-1:00 Lunch / Gift Planning Secrets
(Jeff Comfort)		 Lunch / Gift Planning Secrets
(Jeff Comfort)		 Lunch / Gift Planning Secrets
(Jeff Comfort)		 Lunch / Gift Planning Secrets
(Jeff Comfort)		 Lunch / Gift Planning Secrets
(Jeff Comfort)		 Lunch / Gift Planning Secrets
(Jeff Comfort)
1:00-2:15 Offering DAFs - How to Impact Donor Giving (Kirk Hoopingarner) Simplifying your Approach and "Ask" (Joe Tumolo) Engaging with Financial Advisors (Ruby Pediangco) Creative CRT Planning (Tim Boone) Creative CGA Case Studies (Cris Lutz) Case Studies in Generational Marketing (Julie Heggeness)
2:15-2:45 Break Break Break Break Break Break
2:45-4:00 Offering DAFs - How to Impact Donor Giving (Kirk Hoopingarner) Simplifying your Approach and "Ask" (Joe Tumolo) Engaging with Financial Advisors (Ruby Pediangco) Creative CRT Planning (Tim Boone) Creative CGA Case Studies (Cris Lutz) Case Studies in Generational Marketing (Julie Heggeness)

Maximizing Success

  • 8:30-9:45 - Playing Nicely in the Sandbox: Gift Planning Collaboration (Lynn Malzone Ierardi)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Playing Nicely in the Sandbox: Gift Planning Collaboration (Lynn Malzone Ierardi)
  • 11:30-1:00 - Lunch / Gift Planning Secrets (Jeff Comfort)
  • 1:00-2:15 - Offering DAFs - How to Impact Donor Giving (Kirk Hoopingarner)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Offering DAFs - How to Impact Donor Giving (Kirk Hoopingarner)

Building Relationships

  • 8:30-9:45 - Collaborating with Donors and Advisors (Jeremy Belsky)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Collaborating with Donors and Advisors (Jeremy Belsky)
  • 11:30-1:00 - Lunch / Gift Planning Secrets (Jeff Comfort)
  • 1:00-2:15 - Simplifying your Approach and "Ask" (Joe Tumolo)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Simplifying your Approach and "Ask" (Joe Tumolo)

Working as a Team

  • 8:30-9:45 - Blending Gifts with Your Development Team (Jeff Comfort)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Blending Gifts with Your Development Team (Jeff Comfort)
  • 11:30-1:00 - Lunch / Gift Planning Secrets (Jeff Comfort)
  • 1:00-2:15 - Engaging with Financial Advisors (Ruby Pediangco)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Engaging with Financial Advisors (Ruby Pediangco)

Learning the Techniques

  • 8:30-9:45 - Your New Annual Fund IRA Rollover (Charles Schultz)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Your New Annual Fund IRA Rollover (Charles Schultz)
  • 11:30-1:00 - Lunch / Gift Planning Secrets (Jeff Comfort)
  • 1:00-2:15 - Creative CRT Planning (Tim Boone)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Creative CRT Planning (Tim Boone)

Mastering Fundamentals

  • 8:30-9:45 - Gift Planning Success Secrets from Experts (Ashley Buderus, David Obedzinski, Brian Sagrestano, Steve Clark / Moderator: Kristen Jaarda)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Gift Planning Success Secrets from Experts (Ashley Buderus, David Obedzinski, Brian Sagrestano, Steve Clark / Moderator: Kristen Jaarda)
  • 11:30-1:00 - Lunch / Gift Planning Secrets (Jeff Comfort)
  • 1:00-2:15 - Creative CGA Case Studies (Cris Lutz)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Creative CGA Case Studies (Cris Lutz)

Excelling at Marketing

  • 8:30-9:45 - Making the Planned Giving Case for Support (Betsy Chapin Taylor)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Making the Planned Giving Case for Support (Betsy Chapin Taylor)
  • 11:30-1:00 - Lunch / Gift Planning Secrets (Jeff Comfort)
  • 1:00-2:15 - Case Studies in Generational Marketing (Julie Heggeness)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Case Studies in Generational Marketing (Julie Heggeness)
scriptsknown
Chicago Buildings