2019 Conference Presentations & Program

2019 Planned Giving Days Proceedings

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Keynote Presentation

8 Ways to Ask: Expanding the Art and Science of Solicitation
Lani Starkey, JD, LLM, CPA | Founder – Fifty Rock Consulting


What Words Work Best with Donors in Planned Giving Marketing?
Claudine A. Donikian, JD, MBA | President & CEO – Pentera, Inc.

The Relevance of Probate for Charitable Beneficiaries
Frederick Weber | Sr. Vice President, Estate Settlement Services – Northern Trust Company

Our Best Donors Are Aging: Communicating to and Working With Seniors
John W. Jensen, CFP | Senior Vice President/Senior Consultant – Sharpe Newkirk

Your Next Planned Gift is just a Phone Call Away
Anthony R. Alonso | President – Catapult Fundraising

Navigating the White Waters of Donor Meetings
Julie Carter | President – Carter Consulting Group LLC

Blended & Major Gifts

The Five Types of Blended Gifts: The What, Why, and How of Closing Blended Gifts
Lani Starkey, JD, LLM, CPA | Founder – Fifty Rock Consulting

Planned Giving Basics: The Data that Drives Your Marketing Decisions
John W. Jensen, CFP | Senior Vice President/Senior Consultant – Sharpe Newkirk

Major Donors vs. Planned Giving Donors
Sarah TeDesco | Executive Vice President – DonorSearch

Qualifying Planned and Major Gift Donors in One Easy Visit
Melanie J. Norton, CFRE, MBA | Founder & CEO – Norton Philanthropic Counsel

The Keys to a Successful Blended Gift Program
Eddie Thompson, PhD | CEO & Founder – Thompson & Associates


Manna From Heaven Isn’t Really From Heaven: Measuring Success In a Dollars-Now World
Meg Roberts, CFRE | Vice President, Gift Planning – Impact Communications, Inc.
Nicole Engdahl, CAP ® | Vice President, Planned & Annual Giving – National Park Foundation

You’ve Got Mail! Timely Email Insights and Trends
Nathan Stelter | Vice President – The Stelter Company
Zach Christensen | Creative Director – The Stelter Company

Communicating Personal Commitment from your Leadership: Fundraising by Example
Elissa Leif | CEO – MiniMatters Video + Marketing
Samuel Young, Esq | Leadership Gift & Planned Giving Officer – Compassion & Choices

Beyond the Survey Mailing: Using Integrated Marketing to Find Leads, Convert Donors, AND Close Gifts
Tracy Malloy-Curtis | Legacy Giving Director – Mal Warwick Donordigital
Sabrina Naylor | Creative Services Executive – Mal Warwick Donordigital

To Get More Gifts Think Like Disney, Toyota, and the United States Navy
Wayne Olson | President – Wayne Olson Consulting LLC


The Soul of Charitable Gift Planning: People and Events that Shaped Our Profession, and Made Us Who We Are
Ronald A. Brown | Director of Planned Giving – Pratt Institute

Protecting Your Gift Annuity Program From “Underwater” Gifts
David K. Hohler, CFA | Director of Investments, Planned Giving – BNY Mellon

The Fourth Industrial Revolution & Philanthropy: What AI Means for Fundraising
Lindsey Athanasiou | Vice President of Sales – Gravyty

A Shared Understanding of Effective Fundraising
Jason Lewis | Consultant – Jason Lewis Fundraising

Better Together: Building a Partnership between Planned Gift and Major Gift Officers
Jay Steenhuysen | Principal – Steenhuysen Associates