Schedule

  • Monday - September 21, 2020

  The Language of Gift Planning The Art of Major Gifts Bequest Best Practices All Star Fundraising Fundraising Management New Horizons
8:30-8:50 Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome
9:00-10:15 Three Steps to Every Big Gift
(Dana Holt)
Major and Planned Gift Partnerships
(Brooke Eades)
Major and Planned Gift Partnerships
(Rochelle Makela-Goodman)
Turbocharged Planned Giving
(Cathy Sheffield)
The Donor Life Cycle - a Management Tool
(Cindy Atmar)
Artificial Intelligence for Planned Giving
(Adam Martel)
10:15-10:45 Break Break Break Break Break Break
10:45-12:00 Three Steps to Every Big Gift
(Dana Holt)
Major and Planned Gift Partnerships
(Brooke Eades)
Major and Planned Gift Partnerships
(Rochelle Makela-Goodman)
Turbocharged Planned Giving
(Cathy Sheffield)
The Donor Life Cycle - a Management Tool
(Cindy Atmar)
Artificial Intelligence for Planned Giving
(Adam Martel)
12:00-1:30 Lunch / Dana Holt Lunch / Dana Holt Lunch / Dana Holt Lunch / Dana Holt Lunch / Dana Holt Lunch / Dana Holt
1:30-2:45 Cues and Clues - Listening then Responding
(Pamela Davidson)
The Ask: Essential Steps for Soliciting Major Donors
(Robert Wahlers)
Securing Blended and Documented Estate Gifts
(Dave Smith)
Navigating/Accepting IRA Rollover Gifts
(Charles Schultz, Jeff Young, Frank Nico, Johni Hays)
Shaping a High-Performance Team
(Steve Testa, James Digan)
Marketing Plans Involving Surveys
(BJ Dorman, Jeff Hesseltine)
2:45-3:15 Break Break Break Break Break Break
3:15-4:30 Cues and Clues - Listening then Responding
(Pamela Davidson)
The Ask: Essential Steps for Soliciting Major Donors
(Robert Wahlers)
Securing Blended and Documented Estate Gifts
(Dave Smith)
Navigating/Accepting IRA Rollover Gifts
(Charles Schultz, Jeff Young, Frank Nico, Johni Hays)
Shaping a High-Performance Team
(Steve Testa, James Digan)
Marketing Plans Involving Surveys
(BJ Dorman, Jeff Hesseltine)
4:30-5:30 Reception Reception Reception Reception Reception Reception

The Language of Gift Planning

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Three Steps to Every Big Gift (Dana Holt)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Three Steps to Every Big Gift (Dana Holt)
  • 12:00-1:30 - Lunch / Dana Holt
  • 1:30-2:45 - Cues and Clues - Listening then Responding (Pamela Davidson)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Cues and Clues - Listening then Responding (Pamela Davidson)
  • 4:30-5:30 - Reception

The Art of Major Gifts

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Major and Planned Gift Partnerships (Brooke Eades)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Major and Planned Gift Partnerships (Brooke Eades)
  • 12:00-1:30 - Lunch / Dana Holt
  • 1:30-2:45 - The Ask: Essential Steps for Soliciting Major Donors (Robert Wahlers)
  • 2:45-3:15 - Break
  • 3:15-4:30 - The Ask: Essential Steps for Soliciting Major Donors (Robert Wahlers)
  • 4:30-5:30 - Reception

Bequest Best Practices

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Major and Planned Gift Partnerships (Rochelle Makela-Goodman)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Major and Planned Gift Partnerships (Rochelle Makela-Goodman)
  • 12:00-1:30 - Lunch / Dana Holt
  • 1:30-2:45 - Securing Blended and Documented Estate Gifts (Dave Smith)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Securing Blended and Documented Estate Gifts (Dave Smith)
  • 4:30-5:30 - Reception

All Star Fundraising

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Turbocharged Planned Giving (Cathy Sheffield)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Turbocharged Planned Giving (Cathy Sheffield)
  • 12:00-1:30 - Lunch / Dana Holt
  • 1:30-2:45 - Navigating/Accepting IRA Rollover Gifts (Charles Schultz, Jeff Young, Frank Nico, Johni Hays)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Navigating/Accepting IRA Rollover Gifts (Charles Schultz, Jeff Young, Frank Nico, Johni Hays)
  • 4:30-5:30 - Reception

Fundraising Management

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - The Donor Life Cycle - a Management Tool (Cindy Atmar)
  • 10:15-10:45 - Break
  • 10:45-12:00 - The Donor Life Cycle - a Management Tool (Cindy Atmar)
  • 12:00-1:30 - Lunch / Dana Holt
  • 1:30-2:45 - Shaping a High-Performance Team (Steve Testa, James Digan)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Shaping a High-Performance Team (Steve Testa, James Digan)
  • 4:30-5:30 - Reception

New Horizons

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Artificial Intelligence for Planned Giving (Adam Martel)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Artificial Intelligence for Planned Giving (Adam Martel)
  • 12:00-1:30 - Lunch / Dana Holt
  • 1:30-2:45 - Marketing Plans Involving Surveys (BJ Dorman, Jeff Hesseltine)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Marketing Plans Involving Surveys (BJ Dorman, Jeff Hesseltine)
  • 4:30-5:30 - Reception
  • Tuesday - September 22, 2020

  The Language of Gift Planning The Art of Major Gifts Bequest Best Practices All Star Fundraising Fundraising Management New Horizons
8:30-9:45 What Donors Need to Hear
(Wayne Olson)
How to Motivate Cash Major Gift Donors
(Charles Schultz, Lorrie Erusha, Kate Bailey)
Talking to Donors
(Julie Heggeness)
Thanks a $Billion
(Glenn Pittsford)
Retaining Top Talent
(Eddie Thompson)
Data-Driven Gift Planning
(Kristen Schultz Jaarda)
9:45-10:15 Break Break Break Break Break Break
10:15-11:30 What Donors Need to Hear
(Wayne Olson)
How to Motivate Cash Major Gift Donors
(Charles Schultz, Lorrie Erusha, Kate Bailey)
Talking to Donors
(Julie Heggeness)
Thanks a $Billion
(Glenn Pittsford)
Retaining Top Talent
(Eddie Thompson)
Data-Driven Gift Planning
(Kristen Schultz Jaarda)
11:30-1:00 Lunch / Julie Heggeness Lunch / Julie Heggeness Lunch / Julie Heggeness Lunch / Julie Heggeness Lunch / Julie Heggeness Lunch / Julie Heggeness
1:00-2:15 Three Steps to Introduce the Gift Plan
(Dan Shephard)
Readying for an Endowment Campaign
(Barbara Maduell)
Becoming a Planned Giving Sherpa
(Marc Littlecott)
Intriguing Case Studies
(Kimberly Jetton)
Donor Retention Strategies that Work
(Erik Daubert, Lori Overmyer)
Engaging Donors with Digital Media
(Matt O'Neill, Steven Walker, Bree Ermey)
2:15-2:45 Break Break Break Break Break Break
2:45-4:00 Three Steps to Introduce the Gift Plan
(Dan Shephard)
Readying for an Endowment Campaign
(Barbara Maduell)
Becoming a Planned Giving Sherpa
(Marc Littlecott)
Intriguing Case Studies
(Kimberly Jetton)
Donor Retention Strategies that Work
(Erik Daubert, Lori Overmyer)
Engaging Donors with Digital Media
(Matt O'Neill, Steven Walker, Bree Ermey)

The Language of Gift Planning

  • 8:30-9:45 - What Donors Need to Hear (Wayne Olson)
  • 9:45-10:15 - Break
  • 10:15-11:30 - What Donors Need to Hear (Wayne Olson)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - hree Steps to Introduce the Gift Plan (Dan Shephard)
  • 2:15-2:45 - Break
  • 2:45-4:00 - hree Steps to Introduce the Gift Plan (Dan Shephard)

The Art of Major Gifts

  • 8:30-9:45 - How to Motivate Cash Major Gift Donors (Charles Schultz, Lorrie Erusha, Kate Bailey)
  • 9:45-10:15 - Break
  • 10:15-11:30 - How to Motivate Cash Major Gift Donors (Charles Schultz, Lorrie Erusha, Kate Bailey)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Readying for an Endowment Campaign (Barbara Maduell)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Readying for an Endowment Campaign (Barbara Maduell)

Bequest Best Practices

  • 8:30-9:45 - Talking to Donors (Julie Heggeness)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Talking to Donors (Julie Heggeness)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Becoming a Planned Giving Sherpa (Marc Littlecott)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Becoming a Planned Giving Sherpa (Marc Littlecott)

All Star Fundraising

  • 8:30-9:45 - Thanks a $Billion (Glenn Pittsford)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Thanks a $Billion (Glenn Pittsford)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Intriguing Case Studies (Kimberly Jetton)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Intriguing Case Studies (Kimberly Jetton)

Fundraising Management

  • 8:30-9:45 - Retaining Top Talent (Eddie Thompson)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Retaining Top Talent (Eddie Thompson)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Donor Retention Strategies that Work (Erik Daubert, Lori Overmyer)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Donor Retention Strategies that Work (Erik Daubert, Lori Overmyer)

New Horizons

  • 8:30-9:45 - Data-Driven Gift Planning (Kristen Schultz Jaarda)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Data-Driven Gift Planning (Kristen Schultz Jaarda)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Engaging Donors with Digital Media (Matt O'Neill, Steven Walker, Bree Ermey)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Engaging Donors with Digital Media (Matt O'Neill, Steven Walker, Bree Ermey)
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