2021 Planned Giving Days Education Sessions

We are excited to share our lineup of educational programming, most of it never before presented! Whether you are a seasoned professional or new to gift planning, you won't want to miss this year's offerings. (And, you won't have to: all sessions will be recorded for on-demand viewing after the conference ends.)


Keynote Conversation

Building an Inclusive Legacy

Thursday, June 10, 2021 | 10:00 - 11:00 am

Featuring Lonnie Bunch, Secretary of the Smithsonian Institution, and Adrienne Brooks, Director of Advancement for the National Museum of African American History & Culture.

Through generous support provided by Pentera, Inc., the first 250 registered attendees will receive a complimentary copy of "A Fool’s Errand: Creating the National Museum of African American History and Culture in the Age of Bush, Obama, and Trump," by Lonnie G. Bunch III. Join us for a special book club discussion in advance of the conference on Tuesday, June 8, 2021. You will receive a link to join prior to the event.


Concurrent Sessions

Case Studies on Mega Gifts (Session One)

Thursday, June 10, 2021 | 1:00 - 1:55 pm

Have you ever wondered how do those headline-making, 7-and 8-figure (or more) gifts come to fruition? In each of these five sessions, pairs of seasoned gift planning professionals will offer behind-the-scenes looks at working with donors to create transformational gifts. Speakers will share how the gifts were structured, phases of the gift cycle from donor identification through celebration and stewardship, and the challenges they encountered along the way. You won’t want to miss them!

Speakers: Karen Gallardo, Director of Planned Giving, Best Friends Animal Society and Sara Jaffe, Vice President, Development, Wolf Trap Foundation for the Performing Arts


Panel on Women in Philanthropy: Trends and Tips to Take Your Fundraising Efforts with Women to the Next Level

Thursday, June 10, 2021 | 1:00 - 1:55 pm

Join this powerhouse panel of experts in Women in Philanthropy to hear about how you can connect with women donors and improve your fundraising efforts. Moderated by Claudine Donikian, the CEO of Pentera and former member of the Women’s Philanthropy Institute (WPI) at Indiana University Lilly School of Philanthropy, you’ll hear about the latest research from the Executive Director of the WPI and accomplished fundraiser, Jeannie Sager. Trish Jackson, the Interim Senior Vice President of Development at the New School, will share her professional experiences of working with women donors at Smith College, Dartmouth College, and the New School. And you’ll gain insights about women donors from the financial advisory world from Adrienne Penta, the Executive Director of the Center for Women & Wealth at Brown Brothers Harriman. You’ll leave this panel knowing the latest trends and empowered with multiple tips about how to take your fundraising efforts with women to the next level.

Moderated by: Claudine A. Donikian, JD, MBA, President & CEO, Pentera, Inc.

Speakers: Trish Jackson, The Registry, Adrienne M. Penta, J.D., Executive Director of the BBH Center for Women & Wealth, Managing Director, Brown Brothers Harriman & Co., Jeannie Infante Sager, Director, Women’s Philanthropy Institute, Indiana University Lilly Family School of Philanthropy


Case Studies on Mega Gifts (Session Two)

Thursday, June 10, 2021 | 2:00 - 2:55 pm

See session description above.

Speaker: Ned Montgomery, Honorary Chair, Endowment Campaign, United Way of Southeastern Pennsylvania


Demystifying Death Administration for Charitable Beneficiaries: A Candid Conversation Between a Fiduciary and a Bequest Administrator

Thursday, June 10, 2021 | 2:00 - 2:55 pm

The estate settlement process can be daunting for charitable beneficiaries. This presentation will consist of a candid conversation between a professional fiduciary who specializes in death-related administration and a planned giving professional who administers bequests for a public charity. Through this dialogue, the presenters will use real-life examples from the administration of estates and trusts that include charitable bequests and distributions to help charitable beneficiaries better understand their rights and responsibilities when an estate or trust gift they have been cultivating for years has “matured” as a result of the donor’s death.

The simple idea is to help planned giving professionals better understand the information that is owed to them during the post-death administration process, advise them about the information they may be called upon to provide to the fiduciary and to set realistic expectations about the length of the process and how long it should typically take for them to receive their distribution following the death. It is also about empowering the charitable beneficiaries to question the actions and decisions of the fiduciary and hold the fiduciary accountable in a productive and effective manner.

Speakers: Andrew Fussner, Vice President of Estate Settlement, American Heart Association, and Fred Weber, Senior Wealth Advisor, National Estate Settlement Services Practice, Northern Trust


Case Studies on Mega Gifts (Session Three)

Friday, June 11, 2021 | 11:00 - 11:55 am

See session description above.

Speakers: Rob Cushing, Senior Principal Gifts Officer, The Nature Conservancy and John Kendrick, Senior Consultant, Michael J. Worth & Associates


A Legacy Plan in Your Hand

Friday, June 11, 2021 | 11:00 - 11:55 am

Walking through the outline of a tried-and-true Legacy Plan, attendees will learn about the critical components to drafting a Plan for their own organization. Combining bursts of group learning, quick practice periods, and reflection and writing time in a recurring pattern, each attendee will finish the session with an outline/draft of a Legacy Plan that includes a Case Statement, Management Plan, Target Audience Lists, Marketing Plan, Stewardship and Recognition Plan, Goals for Years 1-3, and an Implementation Strategy.

Speaker: Hannah Olson, Chief Fundraising Strategist, Aleinu Consulting


Case Studies on Mega Gifts (Session Four)

Friday, June 11, 2021 | 1:00 - 1:55 pm

See session description above.

Speakers: B. J. Davisson II, Executive Vice President and Chief Development Officer, West Virginia University Foundation and Anne Dean, Interim Assistant Vice President, Strategic Advancement Solutions, The George Washington University


Using Your Fundraising Campaign as a Catalyst for Legacy Giving

Friday, June 11, 2021 | 1:00 - 1:55 pm

This session will explore the role of planned giving in a campaign, sharing strategies for incorporating legacy giving into a major fundraising initiative. Presenters will focus on two main tactics. First, they will describe how to structure campaign projects to facilitate legacy giving, such as including an endowment component in the campaign. Second, they will discuss how fundraisers and campaign volunteers should talk about legacy giving in conversations and asks with potential donors.

Audience members will have a chance to ask questions and share their own experiences during Q&A, and they will leave with concrete strategies they can use to boost planned giving during a campaign at their own organization.

Speakers: Mamie Jackson Williams, Vice President of Development, Planned Parenthood of Metropolitan Washington, Mahsa Javid, Director of Development, American Anthropological Association, Katelyn Martin, Senior Consultant, Strategic Information Services, Campbell & Company


Case Studies on Mega Gifts (Session Five)

Friday, June 11, 2021 | 2:00 - 2:55 pm

See session description above.

Speakers: Kay Tuttle, Gift Planning Officer, Smithsonian Institution and JJ van Haelewyn, Director, Gift Planning, Smithsonian Institution


How a Pandemic Magnified the 'Why' in Planned Giving?

Friday, June 11, 2021 | 2:00 - 2:55 pm

The natural experiment forced on the world by COVID-19 has pushed everyone to pivot and think differently about a multitude of things impacting their lives. The planned giving world was no exception! Whether it was the shift from a reflective to a reactive conversation, rethinking how we build connections and steward our donors or the evolving shifts in generations open to planned giving and the mediums they chose to engage with, we’ve all been forced to rethink how we market to donors. Through experience working with nonprofits from all subsectors, as well as data received from fundraisers like you, this presentation aims to provide clarity and ideas for tackling the ‘next normal’ of planned giving.

In this presentation, you will learn:

  • The unique challenges and opportunities facing nonprofit subsectors and how the pandemic accelerated and/or brought attention to the need for support
  • Donor expectations and interactions by generation and how understanding seven critical donor mindsets can help you navigate your engagement with them
  • The role of authenticity, technology and managing change as we steward and build connections with donors going forward

Speaker: Nathan Stelter, President, The Stelter Company