National Capital Gift Planning Council

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Planned Giving Days 2010

PG Days 2010

MAY 13 - 14, 2010 | HILTON, ARLINGTON, VIRGINIA

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Full participation in Planned Giving Days 2010 is applicable for 9.25 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.

 

To learn more about the sessions, download the Brochure by CLICKING HERE.

2010 PGDays Roster

See who else will be attending the Planned Giving Days 2010 Conference.

Introductory Track

How To Recognize Potential for Planned Gifts
REBECCA LOCKE, SENIOR DIRECTOR, GiFT PLANNING, AMERIAN RED CROSS
Part marketing, part basics. You'll learn what to look for in a donor and in your database. You'll learn what questions to ask the donor, how you can use marketing to do your sleuthing, and how to respond to clues from the donor. a planned giving session for the Nancy Drew and hardy Boys in all of us.

Legacy Giving Building Blocks - A Simple Approach to Attracting Long-Term Support
CALEB B. RICK, JD, MANAGING DIRECTOR, NORTH COMMON ASSOCIATES
An interactive presentation with humorous anecdotes describing how to build and sustain a legacy giving program. You'll learn why this area of philanthropy is so important, review common obstacles, consider a user-friendly methodology and framework for engaging volunteer and staff leaders, discuss action steps and be challenged to embrace the true measures of success.

Planned Gifts: The Good, The Bad & The Ugly...
JOHN JENSEN, SENIOR VICE PRESIDENT & GIFT PLANNING CONSULTANT, THE SHARPE GROUP
Planned gifts. What are they, how they work, tips and tricks to help attract the most desired and most cost-effective gifts. Learn from John Jensen's 35+ years of experience. You'll learn about the various types of planned gifts, which are most important, who makes these gifts, target ages for different gifts and how to raise the topic with prospects. John will also share new findings from Sharpe Research Projects.

Gifts, Money & Taxes 101
SHARI FOX, ASSISTANT VICE PRESIDENT FOR DEVELOPMENT, UNIVERSITY OF MICHIGAN
Shari will provide a basic knowledge of fundamentals tax laws that inform charitable giving. This is for the fundraiser new to major and/or planned giving who seeks more information about the tax motivations and laws that donors consider, or should know more about, before making major and planned gifts. Using a lively, interactive format, Shari will provide general explanations of the rules, regulations and laws. A brief pre-session quiz may help attendees determine if they should attend this session.

Intermediate Track

"Donor Centered": What Does it Really Mean & How is it Achieved?
REBECCA ROTHEY, DIRECTOR OF PLANNED & PRINCIPAL GIFTS, CATHOLIC CHARITIES
SARAH FAWCETT-LEE, SENIOR DIRECTOR OF DEVELOPMENT, MERCY MEDICAL CENTER
This session will examine the realities-pros and cons-of what it means to be donor centered. It will describe the "values based" estate planning process and how to implement it in practice, using case studies to examine how it is possible to help donors achieve their personal and philanthropic goals while meeting the financial needs of our agencies.

The Power of the Pyramid: How to Effectively Integrate Annual, Major & Planned Giving
PHIL PURCELL, VICE PRESIDENT OF PLANNED GIVING & ENDOWMENTS STEWARDSHIP, BALL STATE UNIVERSITY FOUNDATION
The current economy-and priority needs of charitable organizations-requires all fundraising programs to operate as efficiently as possible! This session will explore specific techniques for effectively integrating annual, major and planned giving strategies.

The Power of Positive During Transition - What's Next?
SUSAN SAMAKOW, PCC, CPCC, CERTIFIED BUSINESS & LIFE COACH, SPEAKER, TRAINER & FACILITATOR, SUSAN SAMAKOW COACHING, LLC, PRESIDENT, ICF METRO DC CHAPTER
What's next? The one thing we can consistently count on is change and transition . Learn strategies that can ease the transition process. acquire knowledge on how positive self talk, resilience and our values can lead you to a calmer, more productive life. Whatever your situation, this is an opportunity to learn the skills on how to manage and navigate through life.

Making the Right Choice Between a Gift Annuity (CGA) & a Charitable Remainder Trust (CRT)
JEFFREY LYDENBERG, VICE PRESIDENT, CONSULTING, PG CALC
The choice between structuring a gift as CGA and CRT is sometimes influenced by a gift planner's potential familiarity and comfort with CGAs as well as the bias that estate and financial planning professionals may have for CRTs. But the benefits a CRT might have to a donor must stay front of mind for gift planners-and estate planning professionals must recognize the positive attributes of gift annuities. With a better understanding of the applications of these two instruments and an appreciation of the perspective of other professionals, both groups can work collaboratively on what works best for the donor.

Advanced Track

Sophisticated Estate Planning in Uncertain Times
ROBERT E. MADDEN, PARTNER, BLANK ROME LLP
A timely expert discussion of estate planning for high-income individuals.

No handout

Emerging Horizons: Domestic Partnerships & Same-Sex Couples
TIMOTHY MAHONEY, DIRECTOR OF ESTATE PLANNING, HRC FOUNDATION
Using a donor-centered approach and real-life scenarios, this session will explore some of the multiple challenges and complexities of estate planning for domestic partners and same-sex couples.

Planned Giving with Non Cash & Unusual Assets
BRYAN CLONTZ, PRESIDENT & CO-FOUNDER, CHARITABLE SOLUTIONS, LLC
The pros and cons of working with non-liquid or complex assets, how to maximize planned giving opportunities, and which types may hold more appeal for donors in both good and bad times.

Managing Planned Giving Expectations with Top Leadership & Your Board
ELLEN DUERO ROHWER, CFRE, DIRECTOR, JCA
STEVE BESHUK, DIRECTOR, JCA
With budget woes abounding and the pressure to raise outright gifts increasing, be sure to build support and knowledge about your planned giving program among your leadership and key volunteers. Hear what savvy board and leadership are asking for now, and how you can manage expectations while demonstrating you are on top of your game.

Marketing Track

Developing a Proactive Planned Giving Marketing Plan
TIMOTHY D. LOGAN, ACFRE, VICE PRESIDENT & SENIOR CONSULTANT, PLANNED GIVING SERVICES
In this session we will discuss identifying planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies. You'll learn a seven step process to developing an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.

Tradition & Technology: Eliminating the Silos in Your Marketing Program
MICHAEL HUTNEY, MARKETING CONSULTANT, THE STELTER COMPANY
Think about all the ways you reach out to your donors. Do these distinct components support and enhance one another-or do they act alone? To help promote your mission and opportunity, Michael Hutney of The Stelter Company will present, "Tradition and Technology: Eliminating the silos in your marketing Program". In this presentation, Michael will discuss how you can organize your efforts into an integrated marketing approach to best interact with your donors.

Using Social Media for Donor Cultivation
MARK R. MILLER, CIRECTOR, PHILANTHROPIC MARKETING & COMMUNICATION, CHILDREN'S NATIONAL MEDICAL CENTER
Facebook, Twitter, and other social media are becoming more and more popular, but are they relevant for fundraising and gift planning? Yes...maybe...it depends. Find out how these tools, used strategically, can enhance your organization's reputation and strengthen relationships with potential supporters.

Getting the Most ROI From Your Marketing Investment
PHYLLIS FREEDMAN, PRESIDENT, SMARTGIVING
With budgets tight, it's so important to know what planned giving marketing strategies and techniques really work. Starting with the marketing plan, audience selection, communications pieces, and concluding with stewardship, this session will examine the best practices and share what's working with marketing plans, audience selection, communication vehicles and stewardship.

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