"Black Belt Gift Planning: Ten Stages to Becoming a Master"
Join me in exploring various stages in a gift planner’s career. We will discuss lessons learned, gift scenarios, training ideas and donor stories at each stage. We will interact to discuss both the art and the science of gift planning. We will also explore both hard and soft skills that epitomize the character of a master gift planner.
Alexandra Pia Brovey is the Senior Director of Gift Planning at Northwell Health Foundation in New Hyde Park, New York. After practicing law full-time as an estate planning attorney for 6 years, Alex has focused on gift planning for the past 18 years at three institutions of higher learning (The Pennsylvania State University, Pace University and Stony Brook University) with campaigns ranging from $100 million to $1.3 billion, before joining Northwell Health in 2008.
Alex served as a Board member and Treasurer of the Partnership for Philanthropic Planning, and is a member of the Leadership Institute. She is President Emeritus of the Philanthropic Planning Group of Greater New York, as well as a member of the Charitable Estate Planning Council and the Estate Planning Council of Nassau County (NY). Alex is also a founding member and past officer of the Central Pennsylvania Planned Giving Council. She has made presentations at the national, regional and local levels for a variety of organizations over the past decade.
Luncheon Session (1:00 p.m. – 2:00 p.m.)
"What Planned Giving Professionals Really, Absolutely Have to be Doing NOW on LinkedIn"
In this session, attendees can become very well-versed in the latest ways to manage a stand-out LinkedIn personal profile page, with emphasis on branding themselves in accord with the brand of their organization. Learn to locate and network with like-minded professionals to further your funding sources among HNW individuals and topic experts, and increase your following for further success.
Marc W. Halpert defines himself as a “multi-preneur.” In his third concurrent professional service company, connect2collaborate, he spreads his high-energy LinkedIn evangelism as:
a trainer in professional practice firms, strategizing better ways to differentiate from the competition
an advisor to nonprofits, cultivating their talent pool, volunteers, donors, boards, and corporate sponsors, and
a speaker at conferences, teaching LinkedIn best practices, customized to the audience.
Marc has authored numerous articles on evolving LinkedIn techniques in national publications, is frequently heard on NYC business radio, and serves as a subject matter expert for the press on personal branding and social media topics.
His new book, “LinkedIn Marketing for Law and Professional Practices: Techniques that Work” was recently published by the Amercian Bar Association. He is currently writing a similar book for the nonprofit community.
Our Theme for the 2017 Planned Giving Day Conference is “Seeking New Horizons” as we remain ever vigilant of our philanthropic landscape and the uncertain effects of potential tax code revisions. The planned giving community remains undaunted; confident that donors will continue to provide support, and aware that planned giving retains its prominent role as donors consider the benefits of deferred giving strategies. Our conference is a destination for personal and professional growth and the authenticity necessary for our collaborative efforts with individual philanthropists, large and small, crafting charitable legacies for tomorrow.
Planned Giving Day provides an understanding of various planned giving options and the necessary information to structure and implement these charitable giving strategies. We encourage you and your colleagues to attend and keep current with changing demographics, challenges in the financial market place, shifting national priorities and politics, blended gifts, and new marketing tools to better understand their impact on philanthropic planning strategies.
The Planned Giving Day Conference offers masters, intermediate and fundamentals tracks for seasoned gift-planning professionals, attorneys and financial planners, as well as those just starting in planned giving. Attendees will expand their understanding of a broad range of topics during 60-minute workshops, making this conference the best and most cost-effective one-day seminar on planned giving you will find!
Conference registration covers access to all sessions, roundtable discussions, continental breakfast, lunch, and the popular “Networking Happy Hour.” Watch for more information on the program soon.
Continuing Education Credits for CFRE, PACE, and CLE (Pennsylvania) are pending for this conference.
We are currently soliciting proposals for speakers for the 2017 Planned Giving Day. Please click here to download the speaker RFP.
We are also accepting registrations for sponsors and exhibitors. Please click here to download the sponsorship prospectus.