2018 Planned Giving Day Handouts

2018 Planned Giving Day Handouts

Printed handouts will not be provided at Planned Giving Day.  All attendees are requested to print out your own handouts in advance if you wish to have them for the breakout sessions.  Please determine which sessions you plan to attend and print any/all handouts you wish to have for Planned Giving Day. You do not need to pre-register for any of the breakout sessions.


MORNING KEYNOTE

“Growing Common Good with Radical Hospitality” presented by Michael Dahl, John Nicolo and Glenn German
There are no handouts for this session.

SESSION ONE

FUNDAMENTALS:
“Personal Productivity: Managing Your Resources, Time, Colleagues and – Gulp! – Family and Friends to Succeed” presented by Viken Mikaelian, PlannedGiving.com
Click here to download the handout. (20 pages)

INTERMEDIATE:
“Life and Beyond: Gifts of Retirement Plan Assets presented by Timothy Prosser, JD, TIAA Kaspick

Click here to download the handout. (20 pages)

MASTERS:
“The Global Economic Outlook: Cyclical Upturn vs. Structural Headwinds” presented by Simona Mocuta, MA, State Street Global Advisors

There are no handouts for this session.

ROUNDTABLE:
“Stewardship: Now that You Have the Commitment, How Do You Keep It?” presented by Patrick Manion, MBA, Muscular Dystrophy Association

Click here to download the handout. (6 pages)


SESSION TWO

FUNDAMENTALS:
“Survey Says … Know Your Donors … It Pays to Ask” presented by Nathan Stelter, The Stelter Company
Click here to download the handout. (46 pages)

INTERMEDIATE:
“Finding the Mustard Seeds” presented by Beth Delaney, University of Pennsylvania & Dan Heist, MA, University of Pennsylvania
Click here to download the handout. (11 pages)

MASTERS:
“Leveraging Analytics to Grow Your Prospect Pipeline” presented by Ian Swedish, CCS Fundraising & Chris Polito, CCS Fundraising
There are no handouts for this session.

ROUNDTABLE:
“Faces of Philanthropy” presented by Jill Kyle, MBA, CFRE, Jefferson Health & Delia Perez, CFRE, Fairleigh Dickinson University
Click here to download the handout. (8 pages)


LUNCHEON KEYNOTE

“Women in Philanthropy: They Have the Wealth; Do You Have the Tools to Reach Them?” presented by Claudine A. Donikian, JD, MBA, Pentera, Inc
There are no handouts for this session.Click here to download the handout

SESSION THREE

FUNDAMENTALS:
“Are You Really in the Will?” presented by David J. Toll, JD, Drexel University
Click here to download the handout. (24 pages)

INTERMEDIATE:
“Marketing Strategies for Increasing Planned Gifts” presented by Matt O’Neill, Crescendo Interactive
There are no handouts for this session.

MASTERS:
“Still Relevant? ….You Bet ….On Goes the Charitable Gift Annuity!” presented by Christopher McGurn, PNC & Chip Giese, PNC
There are no handouts for this session.

ROUNDTABLE:
“Storytelling with 4 Birds of Take Flight Learning” presented by Kerry Bayles, Take Flight Learning
Handouts will be provided by the speaker at the session.


SESSION FOUR

FUNDAMENTALS:
“Campaigns and Planned Giving – Not Just for Special Occasions” presented by Scott Janney, Ed.D., CFRE & Heather Wiley Starankovic, CAP®, CFRE, Accordant Philanthropy
There are no handouts for this session.

INTERMEDIATE:
“Tales from the Trenches … Gift Planners Discuss Experiences and Lessons Learned” presented by Beth Harper Briglia, CPA, CAP®, Chester County Community Foundation, Greg Johnson, CFP, University of Pennsylvania; Donald Kramer, JD, Montgomery McCracken Walker & Rhoads, LLP; Joyce Michelfelder, CAP, Masonic Charities and Charles Sterne, III, Curtis Institute of Music
There are no handouts for this session.

MASTERS:
“Protecting Endowment and Restricted Funds to Further Donor Intent” presented by Richard L. Fox, JD, Buchanan Ingersoll & Rooney PC & Joshua D. Headley, JD, Buchanan Ingersoll & Rooney PC
Click here to download the handout. (81 pages)

ROUNDTABLE:
“Redefning the Visit” presented by Joe Tumolo, CAP®, Gift Planning Development
Handouts will be provided by the speaker at the session.

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