Monday - September 17, 2018
Plan Your Campaign | Empower Your Donors | Engage Your Best Prospects | Inspire Big Gifts | Energize Your Program | Build Your Knowledge | |
8:30-8:50 | Opening Welcome | Opening Welcome | Opening Welcome | Opening Welcome | Opening Welcome | Opening Welcome |
9:00-10:15 | Preparing for Your Campaign (Michael Stein) |
Blended Gifts: Accomplishing Philanthropic Goals (Cathy Sheffield) |
How to Engage Your Best Prospects (Wayne Olson) |
Discussing Planned Gifts with Donors (Gail Perry) |
Building an All Star Planned Giving Program! (Kathryn Miree) |
Lead Trusts Can Come True (Jonathan Gudema) |
10:15-10:45 | Break | Break | Break | Break | Break | Break |
10:45-12:00 | Preparing for Your Campaign (Michael Stein) |
Blended Gifts: Accomplishing Philanthropic Goals (Cathy Sheffield) |
How to Engage Your Best Prospects (Wayne Olson) |
Discussing Planned Gifts with Donors (Gail Perry) |
Building an All Star Planned Giving Program! (Kathryn Miree) |
Lead Trusts Can Come True (Jonathan Gudema) |
12:00-1:30 | Lunch / Gail Perry | Lunch / Gail Perry | Lunch / Gail Perry | Lunch / Gail Perry | Lunch / Gail Perry | Lunch / Gail Perry |
1:30-2:45 | Including Planned Gifts in a Campaign (Pete Sommerfeld) |
Turning Donor Objections into Opportunities (Chris Kasavich, Michael Delzotti) |
Pairing Prospect Development and Planned Giving (Mark Egge) |
Identifying Major Gift Donors (Joshua Birkholz) |
Planned Gifts on a Tight Budget (Paul Hood, Kimberly Jetton, Scott Nelson) |
Modifying Restricted Gifts (Barbara Rhomberg) |
2:45-3:15 | Break | Break | Break | Break | Break | Break |
3:15-4:30 | Including Planned Gifts in a Campaign (Pete Sommerfeld) |
Turning Donor Objections into Opportunities (Chris Kasavich, Michael Delzotti) |
Pairing Prospect Development and Planned Giving (Mark Egge) |
Identifying Major Gift Donors (Joshua Birkholz) |
Planned Gifts on a Tight Budget (Paul Hood, Kimberly Jetton, Scott Nelson) |
Modifying Restricted Gifts (Barbara Rhomberg) |
4:30-5:30 | Reception | Reception | Reception | Reception | Reception | Reception |
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
Tuesday - September 18, 2018
Plan Your Campaign | Empower Your Donors | Engage Your Best Prospects | Inspire Big Gifts | Energize Your Program | Build Your Knowledge | |
8:30-9:45 | Making a Blended Gifts Campaign Cocktail (Elizabeth Ayers) |
Top 10 Research-Based Fundraising Strategies (Russell James) |
Plannual Giving to Grow Planned Gifts (Robert Wahlers) |
Effective Major Gift Proposals (Charles Schultz, David Moore) |
What I've Learned as a 34-Year Fundraiser (Kirby Hughes Gould) |
Understanding Donor Advised Funds (Clinton Travis) |
9:45-10:15 | Break | Break | Break | Break | Break | Break |
10:15-11:30 | Making a Blended Gifts Campaign Cocktail (Elizabeth Ayers) |
Top 10 Research-Based Fundraising Strategies (Russell James) |
Plannual Giving to Grow Planned Gifts (Robert Wahlers) |
Effective Major Gift Proposals (Charles Schultz, David Moore) |
What I've Learned as a 34-Year Fundraiser (Kirby Hughes Gould) |
Understanding Donor Advised Funds (Clinton Travis) |
11:30-1:00 | Lunch / Elizabeth Ayers | Lunch / Elizabeth Ayers | Lunch / Elizabeth Ayers | Lunch / Elizabeth Ayers | Lunch / Elizabeth Ayers | Lunch / Elizabeth Ayers |
1:00-2:15 | Strategies for Campaign Success (John Donovan) |
How to Communicate Your Gift "Worthiness" to Donors (Bryan Taylor) |
Involving Your Trustees and CEO in Gift Planning (Diane Strachan) |
Translating the IRA Universal Deduction (Bryant Weathers, Brooke Eades) |
Generating New Gifts from Old Leads (Marc Littlecott) |
Deferred Gift Annuities as a Retirement Supplement (Jamie Holzer White) |
2:15-2:45 | Break | Break | Break | Break | Break | Break |
2:45-4:00 | Strategies for Campaign Success (John Donovan) |
How to Communicate Your Gift "Worthiness" to Donors (Bryan Taylor) |
Involving Your Trustees and CEO in Gift Planning (Diane Strachan) |
Translating the IRA Universal Deduction (Bryant Weathers, Brooke Eades) |
Generating New Gifts from Old Leads (Marc Littlecott) |
Deferred Gift Annuities as a Retirement Supplement (Jamie Holzer White) |
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)