National Capital Gift Planning Council

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Planned Giving Days 2011

PG Day 2011The PG Days 2011 Conference promised to provide invaluable, educational and networking opportunities for its attendees. To learn more about the sessions, download the Brochure by CLICKING HERE.

Keynote Speaker Margaret Damen
Ten Reasons Women are RedefiningTheir Wealth and Valuables handout
Living the Three Principals of Abundance handout
Seven Covenants of Virtuous Philanthropy handout
Keynote Appendix handout

2011 PGDays Roster

See who else attended the Planned Giving Days 2011 Conference.

Introductory Track

Gifts Anyone Can Afford
Evan J. Krame , Esq. | Law Offices of Evan J. Krame
Evan will discuss wills/trusts, beneficiary designations, stock/appreciated assets, real estate, personal property. This session will focus on the easiest and simplest planned gifts that a new PGO should know about, how they work, how they are executed, cost, tax implications, benefits and more!

Back by Popular Demand: Gifts, Money and Taxes 101
Sally Baker, VICE PRESIDENT for Development | The Detroit Riverfront Conservancy
An interactive session that will provide a basic knowledge of fundamental tax laws that inform charitable giving. 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. Recent legislation, including estate taxes and the IRA Charitable Rollover, will be covered. A brief pre-conference quiz may help attendees determine if they should participate in this session.

Donor Segmentation and Analysis Using Microsoft Excel Pivot Tables
Peter Hodes, CFP® Senior Gift Planning Officer | American Red Cross
Donor database segmentation and analysis exposes important trends and focuses attention on the best prospects. This session demonstrates how a powerful and underutilized feature of Microsoft Excel can perform simple do-it-yourself database segmentation that can transform up to one million rows of data into multiple summary charts and graphs in seconds! Attendees will receive sample charts for their own use.

Once You're in the Door: Tips for Conducting the Donor Visit
Barbara Diehl, Esq., Senior Gift Planning Officer | American Red Cross
Through story telling of real-life experiences with donors, this session will give you the tools to talk with donors in different situations—responding to road blocks, listening for "buzz" words, handling inappropriate comments from the donor, retaining control of the conversation, reaching and meeting goals, and more!

Intermediate Track

Three Perspectives on an Entrepreneur's Planned Gift
Jonathan Ackerman, Esq. | Law Office of Jonathan Acrkerrman, LLC
Join Jonathan to explore three distinct viewpoints: Advisor—learn how to spot gift planning opportunities for entrepreneurs and address hurdles in placing a planned gift with their varied assets. Donor/entrepreneur—examine three case studies for common business transactions in which the placement of a planned or outright gift can provide a variety of benefits for the donor. Charity—consider illiquid assets that entrepreneurs typically own and issues that a charitable recipient must face before accepting them. Time will be available to discuss actual situations in your shops.

No handout

Building Relationships that Last:
Karen Gallardo, Senior Director, Gift Planning & Major Gifts | AARP/AARP Foundation
Many planned gifts come to fruition after years of a relationship with a donor. In fact donors may never reveal their commitment until their death. What can your organization do to stay in touch and stay close to their hearts? Join us for fresh ideas from your colleagues to update and integrate your gift planning communications.

Gift Planning Trends and Their Implications
Gary M. Pforzheimer, President | PG CALC
Gift planning has retrenched in some ways since exploding in the 1980's and 1990's, but has continued to evolve rapidly in others in response to a changing landscape. Learn what current trends in gift planning suggest about its future and how you might prepare for it from industry leader Gary Pforzheimer.

Mastering the High Wire Act: Ten Tips for Staying on Track to Achieve Success
Phyllis Freedman, President | SmartGiving
You're balancing the competing demands of being in the office vs. out visiting donors. You need to hit this year's budget number but must also lay the foundation for the longer term. You need to identify new legacy giving prospects but already have a portfolio that's too large for any one person to manage. Is it possible to do it all? Yes, it is! In this session you'll learn how.

Advanced Track

The Art of the Ask—An Introduction
John Bauser, Department Head Strategy and Development | Orr Associate , Inc .
John will provide a general overview of "The Art of the Ask" serving as a good introduction for the rest of the speakers in this series. This powerful presentation covers the asking process from prospect identification to donor stewardship.

No handout

The Art of the Ask from the CEO's Perspective
Dr. Thomas Powell, President | Mount St. Mary's University
Tom Powell, a college President with lots of asking experience, will present his views on asking from the perspective of the CEO. This discussion is important to hear for both organization leaders and the development staff that help prepare them for calls.

Managing the Unexpected
Beth Brummel, Vice president External Affairs | Wolf Trap Foundation
What happens when things go wrong in a solicitation—not just getting a 'no' but the various nuances of responses and situations...and how to determine when to back off, when to press on i.e. staying in the moment and negotiating 'on your feet,' Beth will also will cover when things go "too right!"

Stump the Panel
John W. Thomas, Managing Director | Orr Associates, Inc .
Beth Brummel, Vice president External Affairs | Wolf Trap Foundation
Valerie Broadie, Director of Development | NAACP Legal Defense Fund
Bring your burning questions and organizational issues around the topic of asking to this final session with three outstanding and experienced development professionals.

Marketing Track

Planned Gift Marketing Opportunities after the 2010 Tax Changes Part One & Part Two
Marc Carmichael, President | R&R Newkirk Company
Last December's "lame duck" session of Congress produced wide-ranging tax changes that should affect what you say to gift prospects in 2011—and how you say it. You'll learn the best strategies for marketing gifts from wills, IRA s and U.S. savings bonds, and why people who converted to Roth IRAs in 2010 might flock to a forgotten gift technique! (Handouts are for BOTH of his concurrent sessions)

No handout

Why Ethics is the Strongest Arrow in Your Marketing Quiver
Doug White, Academic Director | New York University-Heyman Center for Philanthropy & Fundraising
Doug will discuss the importance of mission being the driving force of your planned giving marketing efforts. He will discuss the role of ethics in mission based strategies. His presentation will inspire us to look at ethics and marketing through a new and exciting prism.

Take the Lead, Now! … CLTs, AFR, the New Tax Law… Catalysts for Action
Jeff Comfort, Executive Director of Planned and Principal Gifts | Georgetown University
This presentation will offer a review of charitable lead trusts (typically seven figure or greater gifts), the new Tax law, and the tremendous opportunity for CLTs provided by the significantly increased gift tax "exemption," followed by a step-by-steptemplate program to market charitable lead trusts to your high net worth constituents. A complete package of sample marketing materials will be provided.

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