2017 Conference Presentations & Program

2017 Planned Giving Days Proceedings

Click here to download this PDF file.

Thursday Morning Keynote

John Trybus’s Research Paper: Stories Worth Telling, A Guide to Strategic and Sustainable Nonprofit Storytelling. Click here to download the research paper.  Click here to download the Center for Social Impact Communication’s research studies.


Launching Your Planned Giving Program
Valeria Lassiter, CEO, Lassiter & Associates

Thinking Like a Donor: Planned Giving Basics
Pamela Spears, FAHP, CFRE, APR

Collaboration, Communication & Competency to Implement Complex Charitable Planning Structures: Practical Guidance for the Entire Planning Team
Carol G. Kroch Administrative VP and Managing Dir., Wealth & Philanthropic Planning Wilmington Trust William L. Sutton, Jr. Head of Client Philanthropy UBS (US) Jason E. Havens Sr. Counsel and Vice Chair, Nonprofit & Tax-Exempt Organizations Team Holland & Knight LLP

Writing Your Organization’s Legacy Plan and handout
Arlene D. Schiff, National Director, LIFE & LEGACY The Harold Grinspoon Foundation

Don’t Simplify. Over-Simplify. And Keep It Strategic.
Viken Mikaelian, CEO, PlannedGiving.com

Donor Relations

Donor Relations Fundamentals: Postion Yourself and your Organization for Success
Hildreth Melanie

Tips from the Trade Useful Advice for Effective Donor Relations
Kathleen Diemer, CFRE Executive Director of Donor Relations and Advancement Communications, George Mason University President, Association of Donor Relations Professionals

The Science of “The Why” Behind Legacy Giving
Kiki Koutmeridou, PhD

How To Get in the DOOR
Rebecca Rothey, CFRE, CAP® Director of Major and Planned Gifts Baltimore Community Foundation

Spectacular and Strategic Stewardship: Strengthening Relationships for the Next Gift or for a Lifetime
Debbie Eliason, WETA

Marketing & Communications

Being Heard: Understanding Principles of Persuasion and Communication and handoutGRANDPARENTS ARE ON FACEBOOK! Social Media’s Impact on Gift Planning
Jeff Johnson – Marketing Consultant, The Stelter Company
Steven Maughan – Senior Director of Planned Gifts and Estate, HSUS
Cara Holland – Deputy Director, Digital Acquisition Marketing, HSUS

Don’t Simplify. Over-Simplify. And Keep It Strategic.
Viken Mikaelian, CEO, PlannedGiving.com

Marketing Is Not a Dirty Word: Using Direct Marketing to Close More Planned Gifts
Heather Narvaez, Legacy Programs Manager, AARP Foundation
Kathy Swayze, President, Impact Communications Inc.


Board Leadership & Development: Keys to Success and handouts ( handout 1, handout 2, handout 3, handout 4, handout 5, handout 6, handout 7)

John B. Kendrick, Assistant Vice President, Planned Giving, Development & Alumni Relations, George Washington University
Irene Djordjevic-Behery, Vice President of Talent, Organization and Board Development, United Way Worlwide

Blended Giving: Influencing Both the Donor’s Mindset and Your Organization’s Culture
Ed Cadogan, Senior Associate Director of Gift Planning, The Nature Conservancy
Sara Eigenberg, JD, Deputy Director of Planned Giving and Endowments, United States Holocaust Memorial Museum

Philanthropic Planning in the New Social Economy
Phil Cubeta, CLU®, ChFC®, MSFS, CAP® , The American College for Financial Services

Demystifying Gifts Involving LLCs
Bill Knox, Director, Planned Gift Technical Consulting, TIAA Kaspick

International Perspectives in Fundraising
Beth Golden, Senior Planned Giving Officer, Doctors Without Borders USA