planned Giving day handouts |
2020 Planned Giving Day Conference - "Passport to Philanthropy" We deeply appreciate the support of our sponsors and faculty. Wednesday, October 14 1:00 p.m. "Growing Your Legacy Society – Why Aren’t We Asking" presented by Anthony R. Alonso, President, Catapult Fundraising - (No Handout) / Presentation 2:30 p.m. Wednesday, October 28 “Planned Giving Marketing During & After Covid-19: A Chance to Pivot or Truly Change?” presented by Nathan Stelter, President, The Stelter Company - (No Handout) / Presentation Wednesday, November 4 1:00 p.m. "Youth in Philanthropy" presented by Mary Fischer-Nassib, CAP®, Co-Founder and President, Sow Good Now, Sheryl Seller, Assistant Director for the Sillerman Center for the Advancement of Philanthropy, Brandeis University’s Heller School for Social Policy and Management and Emily Williams, Philanthropic Athlete and Youth Mental Health Advocate, Sow Good Now - Handout 1, Handout 2, Handout 3, / Presentation 2:30 p.m. Wednesday, November 11 "The Power of Love: Best Practices in Business and Psychology in Generating Legacy Gifts" presented by Beth Delaney, Director of Gift Planning at the University of Pennsylvania - Handout / Presentation Wednesday, November 18 1:00 p.m. "CGA Program Management: Underwater Gifts" presented by Chip Giese, Planned Giving Client Product Specialist, PNC Institutional Advisory Solutions and Melissa Sylvester, CFA, CAIA, AIF®, Senior Planned Giving Investment Specialist, PNC Institutional Asset Management® - (No Handout) / Presentation 2:30 p.m. "Why You Should Promote IRA Rollover and Donor Advised Fund Gifts" presented by Matt O’Neill, Integrated Marketing Specialist, Crescendo Interactive, Inc. - (No Handout) / Presentation |