Schedule


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