2018 Conference Presentations & Program

2018 Planned Giving Days Proceedings

Fundamentals

Questions to Start Gift Planning Conversations
Greg Sharkey | Senior Philanthropy Advisor – The Nature Conservancy

Who Are These Wonderful Planned Giving Donors and What Do They Do?
John Jensen | Senior Consultant and Senior Vice President – The Sharpe Group

Bequests: Who Wants to Make Them and How to Get Them
Gary Pforzheimer | President – PG Calc

The ABCs of CGAs: The Building Blocks for a Successful Program
Chris McGurn | Senior Vice President and Manager, Planned Giving – PNC Bank
Jennifer Stitely | Divisional Director of Planned Giving – The Salvation Army, National Capital & Virginia Division

Starting a Planned Giving Program: Where to Begin?
Nicole Engdahl | Vice President, Planned and Annual Giving – National Park Foundation

Donor Relations

Donor Advised Funds through Donors’ Eyes
Carlos Byrne | Vice President and Director of Relationship Management – BNY Mellon Wealth Management

Set up for Success: Leveraging a Campaign to build meaningful donor recognition programs
Laura Gobbi | Director of Programming and Stewardship, Office of Advancement – Smithsonian Institute

Extend Your Reach: How Major Gift Officers Become Active Partners in Gift Planning Efforts
Craig Smith | Senior Consultant – John Brown Limited, Inc.

Implementing a Legacy Challenge at a Large, Multifaceted Institution
John Kendrick, CAP^® | Assistant Vice President, Planned Giving – The George Washington University
Courtney Tsai, JD | Director of Development, Planned Giving – The George Washington University

The Evolution of the Philanthropic Industry: Exponential Change Creates and Destroys Opportunity. Will you be ready?
Avery Tucker Fontaine | Head of Strategic Philanthropy – BNY Mellon Wealth Management

Marketing & Communications

Brand Your Planned Giving to Inspire Action
David Huffine, CFRE | VP for Advancement – St. Joseph’s Villa
Drew Melson | Director of Marketing and Communications – St. Joseph’s Villa

The Evolution of Planned Giving Marketing: Debunking 4 Common Myths
Nathan Stelter | Vice President of Business Development and Marketing – The Stelter Company

Integrated & Intergenerational Promotion Strategies
Vince Fraumeni | Founder, Principal – V.J. Fraumeni Fundraising Consultants

Moves Management: Converting Planned Giving Leads to Closed Gifts
Kathy Swayze, CFRE | President & Creative Director – Impact Communications
Beckie Cairns | Deputy Director for Gift Planning – American Civil Liberties Union (ACLU)

Strategies for Successful Marketing to Professional Advisors
Phil Purcell, JD | Senior Counsel for Philanthropy – Fellowship of Catholic University Students

Advanced

Planned Giving Performance Metrics: A Productive Tool for Measuring Investment and Return
Stephen P. Link | Senior Philanthropic Advisor – Georgetown University
Evelyn Morgner | Director, Planned Giving and Transformational Gift Services, Investor Relations – United Way Worldwide
Angela W. Sosdian | Executive Director, Gift Planning – The Nature Conservancy

#UsToo?
Doug White | Philanthropic Advisor

Looking a Gift Horse in the Mouth: Dealing Effectively with Complex and Problematic Donations
Stuart Sullivan | Senior Vice President – Graham-Pelton Consulting

Coaching Skills for Advancement Leaders
Beth Herman | Consultant and Executive Coach – EBH Consulting, LLC

Rights and Responsibilities of Charitable Beneficiaries in Death-Related Administration of Estates and Trusts
Fredrick Weber | Senior Vice President and Estate Settlement Services, Practice Lead – Northern Trust Company