Schedule

Plan Your Campaign

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Preparing for Your Campaign (Michael Stein)
• 10:15-10:45 - Break
• 10:45-12:00 - Preparing for Your Campaign (Michael Stein)
• 12:00-1:30 - Lunch / Gail Perry
• 1:30-2:45 - Including Planned Gifts in a Campaign (Pete Sommerfeld)
• 2:45-3:15 - Break
• 3:15-4:30 - Including Planned Gifts in a Campaign (Pete Sommerfeld)
• 4:30-5:30 - Reception

Empower You Donors

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Blended Gifts: Accomplishing Philanthropic Goals (Cathy Sheffield)
• 10:15-10:45 - Break
• 10:45-12:00 - Blended Gifts: Accomplishing Philanthropic Goals (Cathy Sheffield)
• 12:00-1:30 - Lunch / Gail Perry
• 1:30-2:45 - Turning Donor Objections into Opportunities (Chris Kasavich, Michael Delzotti)
• 2:45-3:15 - Break
• 3:15-4:30 - Turning Donor Objections into Opportunities (Chris Kasavich, Michael Delzotti)
• 4:30-5:30 - Reception

Engage Your Best Prospects

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - How to Engage Your Best Prospects (Wayne Olson)
• 10:15-10:45 - Break
• 10:45-12:00 - How to Engage Your Best Prospects (Wayne Olson)
• 12:00-1:30 - Lunch / Gail Perry
• 1:30-2:45 - Pairing Prospect Development and Planned Giving (Mark Egge)
• 2:45-3:15 - Break
• 3:15-4:30 - Pairing Prospect Development and Planned Giving (Mark Egge)
• 4:30-5:30 - Reception

Inspire Big Gifts

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Discussing Planned Gifts with Donors (Gail Perry)
• 10:15-10:45 - Break
• 10:45-12:00 - Discussing Planned Gifts with Donors (Gail Perry)
• 12:00-1:30 - Lunch / Gail Perry
• 1:30-2:45 - Identifying Major Gift Donors (Joshua Birkholz)
• 2:45-3:15 - Break
• 3:15-4:30 - Identifying Major Gift Donors (Joshua Birkholz)
• 4:30-5:30 - Reception

Energize Your Program

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Building an All Star Planned Giving Program! (Kathryn Miree)
• 10:15-10:45 - Break
• 10:45-12:00 - Building an All Star Planned Giving Program! (Kathryn Miree)
• 12:00-1:30 - Lunch / Gail Perry
• 1:30-2:45 - Planned Gifts on a Tight Budget (Paul Hood, Kimberly Jetton, Scott Nelson)
• 2:45-3:15 - Break
• 3:15-4:30 - Planned Gifts on a Tight Budget (Paul Hood, Kimberly Jetton, Scott Nelson)
• 4:30-5:30 - Reception

Build Your Knowledge

• 8:30-8:50 - Opening Welcome
• 9:00-10:15 - Lead Trusts Can Come True (Jonathan Gudema)
• 10:15-10:45 - Break
• 10:45-12:00 - Lead Trusts Can Come True (Jonathan Gudema)
• 12:00-1:30 - Lunch / Gail Perry
• 1:30-2:45 - Modifying Restricted Gifts (Barbara Rhomberg)
• 2:45-3:15 - Break
• 3:15-4:30 - Modifying Restricted Gifts (Barbara Rhomberg)
• 4:30-5:30 - Reception

Plan Your Campaign

• 8:30-9:45 - Making a Blended Gifts Campaign Cocktail (Elizabeth Ayers)
• 9:45-10:15 - Break
• 10:15-11:30 - Making a Blended Gifts Campaign Cocktail (Elizabeth Ayers)
• 11:30-1:00 - Lunch / Elizabeth Ayers
• 1:00-2:15 - Strategies for Campaign Success (John Donovan)
• 2:15-2:45 - Break
• 2:45-4:00 - Strategies for Campaign Success (John Donovan)

Empower Your Donors

• 8:30-9:45 - Top 10 Research-Based Fundraising Strategies (Russell James)
• 9:45-10:15 - Break
• 10:15-11:30 - Top 10 Research-Based Fundraising Strategies (Russell James)
• 11:30-1:00 - Lunch / Elizabeth Ayers
• 1:00-2:15 - How to Communicate Your Gift "Worthiness" to Donors (Bryan Taylor)
• 2:15-2:45 - Break
• 2:45-4:00 - How to Communicate Your Gift "Worthiness" to Donors (Bryan Taylor)

Engage Your Best Prospects

• 8:30-9:45 - Plannual Giving to Grow Planned Gifts (Robert Wahlers)
• 9:45-10:15 - Break
• 10:15-11:30 - Plannual Giving to Grow Planned Gifts (Robert Wahlers)
• 11:30-1:00 - Lunch / Elizabeth Ayers
• 1:00-2:15 - Involving Your Trustees and CEO in Gift Planning (Diane Strachan)
• 2:15-2:45 - Break
• 2:45-4:00 - Involving Your Trustees and CEO in Gift Planning (Diane Strachan)

Inspire Big Gifts

• 8:30-9:45 - Effective Major Gift Proposals (Charles Schultz, David Moore)
• 9:45-10:15 - Break
• 10:15-11:30 - Effective Major Gift Proposals (Charles Schultz, David Moore)
• 11:30-1:00 - Lunch / Elizabeth Ayers
• 1:00-2:15 - Translating the IRA Universal Deduction (Bryant Weathers, Brooke Eades)
• 2:15-2:45 - Break
• 2:45-4:00 - Translating the IRA Universal Deduction (Bryant Weathers, Brooke Eades)

Energize Your Program

• 8:30-9:45 - What I've Learned as a 34-Year Fundraiser (Kirby Hughes Gould)
• 9:45-10:15 - Break
• 10:15-11:30 - What I've Learned as a 34-Year Fundraiser (Kirby Hughes Gould)
• 11:30-1:00 - Lunch / Elizabeth Ayers
• 1:00-2:15 - New Gifts from Old Donor Leads (Marc Littlecott)
• 2:15-2:45 - Break
• 2:45-4:00 - New Gifts from Old Donor Leads (Marc Littlecott)

Build Your Knowledge

• 8:30-9:45 - Understanding Donor Advised Funds (Clinton Travis)
• 9:45-10:15 - Break
• 10:15-11:30 - Understanding Donor Advised Funds (Clinton Travis)
• 11:30-1:00 - Lunch / Elizabeth Ayers
• 1:00-2:15 - Deferred Gift Annuities as a Retirement Supplement (Jamie Holzer White)
• 2:15-2:45 - Break
• 2:45-4:00 - Deferred Gift Annuities as a Retirement Supplement (Jamie Holzer White)