Program Schedule

Wednesday, February 12, 2020

Location: Maggiano's at Chevy Chase

10:15 - 10:45 a.m. - Registration/Networking
10:45 - 11:30 a.m. - Morning Presentation - Enhancing the Gift Conversation: Major Gift and Planned Giving Officer Collaboration, by Martha Schumacher, President and CEO, Hazen Inc.; Kevin J. Cannady, Director of Development Programming, Urban Institute; Michael Garceau, Advancement Officer, National Air and Space Museum, Smithsonian Institution; Michael Garceau, Advancement Officer, National Air and Space Museum, Smithsonian Institution; Adam Lewis, Director of Planned Giving, George Washington University; Kay Tuttle, Gift Planner, Smithsonian Institution
11:30 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Luncheon Presentation - Charitable Planning Strategies in a New Giving Environment, by Mary Jovanovich, Sr. Manager Business Development, Schwab Charitable

NCGPC Member / AFP-DC Member Advance Cost: $35
Non-Member Advance Cost: $60
NCGPC Member/AFP-DC Member Walk-In Cost: $45
Non-Member Walk-In Cost: $70

Registration opens on January 20, 2020, and closes at 12 Noon EST on February 10, 2020

Morning Presentation:
Enhancing the Gift Conversation: Major Gift and Planned Giving Officer Collaboration
Moderator: Martha Schumacher, President and CEO, Hazen Inc.
Panelists: Kevin J. Cannady, Director of Development Programming, Urban Institute; Michael Garceau, Advancement Officer, National Air and Space Museum, Smithsonian Institution; Michael Garceau, Advancement Officer, National Air and Space Museum, Smithsonian Institution; Adam Lewis, Director of Planned Giving, George Washington University; Kay Tuttle, Gift Planner, Smithsonian Institution

Proactive collaboration among major gift officers and planned giving officers is a key ingredient to enhancing gift conversations with your donors. Through this partnership, donors create meaningful gifts in support of charities and colleagues receive professional satisfaction in developing and carrying out thoughtful donor strategies together. In this session, you will hear how major gift officers collaborate with planned giving officers, what helps to create purposeful partnerships among colleagues, how colleagues establish productive relationships with one another in service of their donors, and ways to maximize gift conversations that result in remarkable gifts for your organization.

Luncheon Presentation:
Charitable Planning Strategies in a New Giving Environment
Speaker: Mary Jovanovich, Sr. Manager Business Development, Schwab Charitable

Many high-net-worth individuals give to charity annually, and they often look to you to help them be more impactful in their giving. Discover how to incorporate tax-smart charitable planning strategies into the giving options you present to donors. Gain insight into the new trends within the wealth management industry. Learn how professional advisors use charitable planning with their clients and get tips for recognizing opportunities to enhance the conversation with your organization's donors and increase their overall philanthropic impact.

Speakers

Morning Presentation - Moderator:

Martha Schumacher, President and CEO, Hazen Inc.

Martha Schumacher is President and CEO of Hazen Inc. She serves as the Association of Fundraising Professionals (AFP) Global Chair and is an international philanthropic thought leader, consultant, author, speaker, coach and champion. Dedicated to unparalleled client service, Martha provides executive campaign counsel, and comprehensive major gifts strategy, training and coaching. Named Outstanding Professional Fundraiser of the Year by the AFP D.C. Chapter, she has been working with and within nonprofit organizations for 25 years.

Morning Presentation - Panelists:

Kevin J. Cannady, Director of Development Programming, Urban Institute

Kevin J. Cannady is director of development programming at the Urban Institute, where he creates engagement opportunities with current and prospective supporters. Before joining Urban, Cannady led fundraising and advisory board development efforts for the Graduate School of Education and Human Development at the George Washington University.

Michael Garceau, Advancement Officer, National Air and Space Museum, Smithsonian Institution

Debra G. Kathman, JD, Director of Gift Planning, World Wildlife Fund

As WWF's Director of Gift Planning, Debra oversees the gift planning effort that includes marketing, donor cultivation and stewardship, trust and estate administration, charitable gift annuity program, and advising on complex gift strategy. She is also an estate attorney by training and worked at firms in both New York and Washington before transitioning to gift planning roles at organizations such as the National Wildlife Federation, the American Red Cross, and the American Diabetes Association. She has worked on fundraising campaigns at the Madeira School and George Mason University, and was the first executive director of the Manassas Battlefield Trust. Debra received a BS in Political Science from Arizona State University, a MA in History from George Mason University, and a JD from Albany Law School.

Adam Lewis, Director of Planned Giving, George Washington University

Adam Lewis is director of planned giving at the George Washington University, where he works with alumni and friends who want to create legacy gifts, particularly with alumni of the university's School of Medicine and Health Sciences and Graduate School of Education and Human Development. Adam serves on the board of the National Capital Gift Planning Council and holds designations as both a Certified Fund Raising Executive and Chartered Advisor in Philanthropy®.

Kay Tuttle, Gift Planner, Smithsonian Institution

Now in her fifth year as a gift planner in the Smithsonian's Office of Advancement, Kay is focused on supporting the work of gift officers across the Institution's 19 museums and research centers. She also manages a portfolio focused on the West and Maryland. Prior to joining the Smithsonian, Kay was a major gifts officer at the National Geographic Society, and before that she spent many years in individual, foundation, and corporate fundraising at public broadcast stations, and was a grant maker at the Corporation for Public Broadcasting.

Luncheon Presentation:

Mary Jovanovich, Sr. Manager Business Development, Schwab Charitable

Mary joined Schwab Charitable in 2015 and has more than 10 years experience with Charles Schwab & Co., Inc. Previously, with Schwab Private Client, Mary provided strategic supervisory guidance for managers and portfolio consultants offering investment advisory solutions. Mary is committed to helping financial consultants and advisors build successful practices and deepen relationships with their clients by incorporating charitable planning into their wealth management strategies.

Mary is involved as a current board member and previously as secretary for Dress for Success Indianapolis, and also serves on both the Integrating Woman Leadership Foundation Board and Indiana Wesleyan's Alumni Board. In addition, Mary volunteers at Coburn Place and the Him by Her Foundation.

Mary obtained her master's degree in management from Indiana Wesleyan University. She holds a number of FINRA securities registrations (Series 7, 9, 10, 24, 63, and 66) and an Indiana Life & Health Insurance license. She is currently pursuing a graduate certificate in philanthropic studies with Indiana University's Lilly Family School of Philanthropy.

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