Schedule

  • Monday - September 23, 2019

  Get Better Results Master Donor Conversations Explore New Frontiers Keep Your Best Donors Energize Your Program Expand Your Knowledge
8:30-8:50 Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome
9:00-10:15 Metrics to Measure Fundraising Success
(Amy Eisenstein)
Questions to Start the Donor Conversation
(Jon Rich)
Trends in Philanthropy
(Crystal Thompkins, Avery Fontaine)
Set Up For Success
(Laura Gobbi)
Demonstrating Value to Decision Makers
(Melanie Norton)
Donor Life Income Gift Alternatives
(Jeff Davine)
10:15-10:45 Break Break Break Break Break Break
10:45-12:00 Metrics to Measure Fundraising Success
(Amy Eisenstein)
Questions to Start the Donor Conversation
(Jon Rich)
Trends in Philanthropy
(Crystal Thompkins, Avery Fontaine)
Set Up For Success
(Laura Gobbi)
Demonstrating Value to Decision Makers
(Melanie Norton)
Donor Life Income Gift Alternatives
(Jeff Davine)
12:00-1:30 Lunch / Amy Eisenstein Lunch / Amy Eisenstein Lunch / Amy Eisenstein Lunch / Amy Eisenstein Lunch / Amy Eisenstein Lunch / Amy Eisenstein
1:30-2:45 Finding Top Donors
(Charles Schultz, Alex Oftelie)
Reaching Budding Philanthropists
(Rebecca Dupras)
Successful Marketing Program Strategies
(K. Schultz Jaarda, T. Wernke, P. Paterson, K. Aho)
The Key to Donor Retention
(Jay Love)
Creating Metrics That Measure What is Important
(Roy Grisham)
Gifts of Valuable Assets
(Angela Throne)
2:45-3:15 Break Break Break Break Break Break
3:15-4:30 Finding Top Donors
(Charles Schultz, Alex Oftelie)
Reaching Budding Philanthropists
(Rebecca Dupras)
Successful Marketing Program Strategies
(K. Schultz Jaarda, T. Wernke, P. Paterson, K. Aho)
The Key to Donor Retention
(Jay Love)
Creating Metrics That Measure What is Important
(Roy Grisham)
Gifts of Valuable Assets
(Angela Throne)
4:30-5:30 Reception Reception Reception Reception Reception Reception

Get Better Results

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Metrics to Measure Fundraising Success (Amy Eisenstein)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Metrics to Measure Fundraising Success (Amy Eisenstein)
  • 12:00-1:30 - Lunch / Amy Eisenstein
  • 1:30-2:45 - Finding Top Donors (Charles Schultz, Alex Oftelie)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Finding Top Donors (Charles Schultz, Alex Oftelie)
  • 4:30-5:30 - Reception

Master Donor Conversations

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Questions to Start the Donor Conversation (Jon Rich)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Questions to Start the Donor Conversation (Jon Rich)
  • 12:00-1:30 - Lunch / Amy Eisenstein
  • 1:30-2:45 - Reaching Budding Philanthropists (Rebecca Dupras)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Reaching Budding Philanthropists (Rebecca Dupras)
  • 4:30-5:30 - Reception

Explore New Frontiers

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Trends in Philanthropy (Crystal Thompkins, Avery Fontaine)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Trends in Philanthropy (Crystal Thompkins, Avery Fontaine)
  • 12:00-1:30 - Lunch / Amy Eisenstein
  • 1:30-2:45 - Successful Marketing Program Strategies (Kristen Schultz Jaarda, Tammy Wernke, Pamela Paterson, Karla Aho)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Successful Marketing Program Strategies (Kristen Schultz Jaarda, Tammy Wernke, Pamela Paterson, Karla Aho)
  • 4:30-5:30 - Reception

Keep Your Best Donors

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Set Up For Success (Laura Gobbi)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Set Up For Success (Laura Gobbi)
  • 12:00-1:30 - Lunch / Amy Eisenstein
  • 1:30-2:45 - The Key to Donor Retention (Jay Love)
  • 2:45-3:15 - Break
  • 3:15-4:30 - The Key to Donor Retention (Jay Love)
  • 4:30-5:30 - Reception

Energize Your Program

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Demonstrating Value to Decision Makers (Melanie Norton)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Demonstrating Value to Decision Makers (Melanie Norton)
  • 12:00-1:30 - Lunch / Amy Eisenstein
  • 1:30-2:45 - Creating Metrics That Measure What is Important (Roy Grisham)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Creating Metrics That Measure What is Important (Roy Grisham)
  • 4:30-5:30 - Reception

Expand Your Knowledge

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Donor Life Income Gift Alternatives (Jeff Davine)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Donor Life Income Gift Alternatives (Jeff Davine)
  • 12:00-1:30 - Lunch / Gail Perry
  • 1:30-2:45 - Gifts of Valuable Assets (Angela Throne)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Gifts of Valuable Assets (Angela Throne)
  • 4:30-5:30 - Reception
  • Tuesday - September 24, 2019

  Get Better Results Master Donor Conversations Explore New Frontiers Keep Your Best Donors Energize Your Program Expand Your Knowledge
8:30-9:45 Donor Surveys for Improved Fundraising
(Rachel Clemens)
Disrupting Traditional Legacy Conversations
(Lani Starkey)
Multiply Your Influence
(Pete Sommerfeld)
Legacy Society Transformation
(Glenn Vivian, Sharon Wheeler)
Building an Effective Marketing Plan
(Joseph Tumolo, Patrice Cablayan, Phil Zielinski)
Retirement Plans and Gifting Options
(Andy Morrison, Kristin Shore)
9:45-10:15 Break Break Break Break Break Break
10:15-11:30 Donor Surveys for Improved Fundraising
(Rachel Clemens)
Disrupting Traditional Legacy Conversations
(Lani Starkey)
Multiply Your Influence
(Pete Sommerfeld)
Legacy Society Transformation
(Glenn Vivian, Sharon Wheeler)
Building an Effective Marketing Plan
(Joseph Tumolo, Patrice Cablayan, Phil Zielinski)
Retirement Plans and Gifting Options
(Andy Morrison, Kristin Shore)
11:30-1:00 Lunch / Pete Sommerfeld Lunch / Pete Sommerfeld Lunch / Pete Sommerfeld Lunch / Pete Sommerfeld Lunch / Pete Sommerfeld Lunch / Pete Sommerfeld
1:00-2:15 Data Driven Fundraising
(Brian Nielson)
Overcoming the Top 10 Donor Objections
(Phil Purcell)
Blended Gifts of Personalized Philanthropy
(Steven Meyers)
YouTube and Facebook Strategies
(Andy Ragone, Kate Bailey)
Gift Annuities and Your Future
(Ron Brown)
Planned Giving Crash Course
(Charles Van Patten)
2:15-2:45 Break Break Break Break Break Break
2:45-4:00 Data Driven Fundraising
(Brian Nielson)
Overcoming the Top 10 Donor Objections
(Phil Purcell)
Blended Gifts of Personalized Philanthropy
(Steven Meyers)
YouTube and Facebook Strategies
(Andy Ragone, Kate Bailey)
Gift Annuities and Your Future
(Ron Brown)
Planned Giving Crash Course
(Charles Van Patten)

Get Better Results

  • 8:30-9:45 - Donor Surveys for Improved Fundraising (Rachel Clemens)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Donor Surveys for Improved Fundraising (Rachel Clemens)
  • 11:30-1:00 - Lunch / Pete Sommerfeld
  • 1:00-2:15 - Data Driven Fundraising (Brian Nielson)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Data Driven Fundraising (Brian Nielson)

Master Donor Conversations

  • 8:30-9:45 - Disrupting Traditional Legacy Conversations (Lani Starkey)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Disrupting Traditional Legacy Conversations (Lani Starkey)
  • 11:30-1:00 - Lunch / Pete Sommerfeld
  • 1:00-2:15 - Overcoming the Top 10 Donor Objections (Phil Purcell)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Overcoming the Top 10 Donor Objections (Phil Purcell)

Explore New Frontiers

  • 8:30-9:45 - Multiply Your Influence (Pete Sommerfeld)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Multiply Your Influence (Pete Sommerfeld)
  • 11:30-1:00 - Lunch / Pete Sommerfeld
  • 1:00-2:15 - Blended Gifts of Personalized Philanthropy (Steven Meyers)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Blended Gifts of Personalized Philanthropy (Steven Meyers)

Keep Your Best Donors

  • 8:30-9:45 - Legacy Society Transformation (Glenn Vivian, Sharon Wheeler)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Legacy Society Transformation (Glenn Vivian, Sharon Wheeler)
  • 11:30-1:00 - Lunch / Pete Sommerfeld
  • 1:00-2:15 - YouTube and Facebook Strategies (Andy Ragone, Kate Bailey)
  • 2:15-2:45 - Break
  • 2:45-4:00 - YouTube and Facebook Strategies (Andy Ragone, Kate Bailey)

Energize Your Program

  • 8:30-9:45 - Building an Effective Marketing Plan (Joseph Tumolo, Patrice Cablayan, Phil Zielinski)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Building an Effective Marketing Plan (Joseph Tumolo, Patrice Cablayan, Phil Zielinski)
  • 11:30-1:00 - Lunch / Pete Sommerfeld
  • 1:00-2:15 - Gift Annuities and Your Future (Ron Brown)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Gift Annuities and Your Future (Ron Brown)

Expand Your Knowledge

  • 8:30-9:45 - Retirement Plans and Gifting Options (Andy Morrison, Kristin Shore)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Retirement Plans and Gifting Options (Andy Morrison, Kristin Shore)
  • 11:30-1:00 - Lunch / Pete Sommerfeld
  • 1:00-2:15 - Planned Giving Crash Course (Charles Van Patten)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Planned Giving Crash Course (Charles Van Patten)