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Workshop-Breakout-Round Tables [clear filter]
Friday, September 29
 

11:00am

How Will The Baby Boomers Really Boom?

The entire Baby Boom Generation will reach the age of 70 between now and 2034. The oldest Boomer couple enjoys an average life expectancy of 20 years and the youngest Boomer couples can be expected to live 40 more years.  Many if not most of today’s fundraisers will not see the impact of Baby Boomers on bequest income during the remainder of their careers. For now, the bulk of the Baby Boom Generation are still in their prime earning - and giving - years while planning for what may be a lengthy retirement. Others may already be retired while also assisting children and aging parents. Learn from a series of actual case studies how the creative use of gift planning vehicles can result in significant gifts from Boomers to be received during a practical period of time.


Speakers
avatar for Robert F. Sharpe, Jr.

Robert F. Sharpe, Jr.

Chairman, Sharpe Group
Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →


Friday September 29, 2017 11:00am - 12:00pm
Marriott Grand 4

1:30pm

Accelerating Bequests – How To Effectively “Mine” Your Bequest Goldmine

Many organizations already have significant numbers of persons who have indicated they have included a gift as part of their estate plans.  Is that the final chapter in a well stewarded donor relationship?  Not necessarily.  This session will explore a variety of methods to help donors “accelerate” bequests in ways that produce more predictable current and future income while also helping donors meet personal financial goals.


Moderators
AP

Amy Palmer, CFRE

Director of Development, Adrian Dominican Sisters

Speakers
avatar for Robert F. Sharpe, Jr.

Robert F. Sharpe, Jr.

Chairman, Sharpe Group
Robert Sharpe is chairman of Sharpe Group, which consults nationwide with leading educational, health, social service and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Washington DC, Atlanta and... Read More →


Friday September 29, 2017 1:30pm - 2:30pm
Marriott Grand 4

4:15pm

Blended Gifts – Build a Legacy Through Current and Future Giving

As development officers, we are in the business of asking donors for financial support. Ideally, the asking is done by the right person, at the right time, and for the right campaign. Niche fundraisers have specific responsibilities they are charged with and are often reluctant to deviate from these main duties. Sometimes asking for major and planned gifts simultaneously is in the best short and long-term interests of both the organization and the donor(s).

The fundraising industry has become more open to blended gifts, but there are still many more opportunities to help donors create their legacies by utilizing both avenues of giving.  During our interactive presentation, we will explore how to recognize opportunities to create blended gifts, how to ask for them and examine some important case studies that can guide us moving forward.

 Outcomes:

  • Learn how to combine planned and major gifts for your organization using affinity interviews and donor gift proposals.
  • Explore some of the ways blended gifts support near term and future benefits for charitable recipients, while ensuring the personal long-term financial security of a donor and/or loved ones.

Moderators
SA

Sr. Anita Henning, CSA

General Councilor/Development Director, Congregation of Sisters of St. Agnes

Speakers
avatar for Liam Dunfey

Liam Dunfey

Director of Major Gifts and Planned Giving, St. Paul's Senior Services
Liam Dunfey has devoted his professional life to advancing philanthropy in the organizations he’s served. For the past eight years, Liam has worked at St. Paul’s Senior Services, a leader in senior care in San Diego. He’s the current Director of Major Gifts and Planned Giving... Read More →


Friday September 29, 2017 4:15pm - 5:15pm
Marriott Grand 4
 
Saturday, September 30
 

10:45am

Best Practices To Help Ensure The Health And Success Of Your Charitable Gift Annuity Program
Many charities run successful charitable gift annuity programs that are invested appropriately, administered smoothly, and in compliance with Federal and State regulations.  Join us for a panel discussion with individuals responsible for the marketing, execution, administration and stewardship of charitable gift annuities at their charitable organizations.  We will look at some of the biggest mistakes charities make and how appropriate policies can be designed to limit problems. In addition we will explore the critical elements of a solid and successful charitable gift annuity program.

Moderators
SH

Steve Hubbard

Director of Planned Giving, Edmundite Missions

Speakers
avatar for Angela Kwasinski

Angela Kwasinski

Director of Donor Relations, Congregation of the Passion
Angela Kwasinski is Director of Donor Relations for the Passionists of Holy Cross Province headquartered in Park Ridge, IL.  Angela manages an active, nation-wide, donor portfolio and travel schedule, while leading comprehensive programs targeting major and planned gifts.  She has... Read More →
avatar for Pam Milczarski-Godsell

Pam Milczarski-Godsell

Director of Mission Advancement, Priests of the Sacred Heart
Pam Milczarski-Godsell brings over 20 years of fundraising experience to the table.  For the past 18 years she has held the key role in Planned Giving/Mission Advancement for the Priests of the Sacred Heart, an international order of priests.  Pam’s experience and expertise is... Read More →


Saturday September 30, 2017 10:45am - 11:45am
Marriott Grand 4

1:30pm

Integrating Planned Giving Into Your Development Plan
We'll share why now is the perfect time to begin a planned giving program, and share easy steps to get it started. For  organizations without an in-depth planned giving program.

Moderators
AE

Amanda Eberhart

Director of Development, Sisters of St. Francis, Clinton

Speakers
avatar for Kimberly Jetton

Kimberly Jetton

Director of Planned Giving, Archdiocese of Los Angeles
Kimberly Jetton serves as the Director of Planned Giving for The Archdiocese of Los Angeles, which is the largest archdiocese in the U.S., and the 4th largest in the world. She has over 20 years of experience in advancement, with a concentration on planned gifts. Her areas of expertise... Read More →


Saturday September 30, 2017 1:30pm - 2:30pm
Marriott Grand 4