Morning Session
11:00 a.m. - 12:00 p.m.
"The Bill is Big, but is it Beautiful?"
A look at the impact of the One Big Beautiful Bill Act on contributions to non-profits, not just from changes to tax law but also from other policies that may affect charitable organizations.
David J. Toll, MBA, JD brings more than 22 years of professional experience in development and fundraising with higher education institutions. David is currently serving as the Senior Associate Vice President of the Office of Gift Planning at Drexel University, where he is responsible for the development and implementation of university-wide planned giving efforts for Drexel University, Drexel University College of Medicine, Tom Kline School of Law and the Academy of Natural Sciences at Drexel University, David is also a Senior Consultant with Major & Planned Giving Development, LLC, Widely considered a leader in the field of higher education gift planning, David has the unique ability to articulate very technical gift planning techniques in simple, understandable terms for donors. At Drexel, David provides strategic leadership to aid central major gift staff and encourages the consistent use of “combination gifts” to increase an individual’s giving potential.
Donald W. Kramer, Esq. is chair of the Nonprofit Law Group at the Philadelphia law firm of Montgomery, McCracken, Walker & Rhoads, LLP. Don has more than 45 years of experience dealing with the concerns of nonprofit organizations, not only as a lawyer but also as a teacher, writer, publisher, and board member. Don is editor and publisher of Don Kramer's Nonprofit Issues®, a national electronic newsletter and website of "Nonprofit Law You Need to Know" (www.nonprofitissues.com), which he started at Montgomery, McCracken in 1989.
He writes and lectures frequently on nonprofit legal issues, and has taught courses on nonprofit organization law at the University of Pennsylvania Law School, the School of Social Policy and Practice at the University of Pennsylvania, and Eastern University. He has worked with nonprofit organizations of all types and sizes, helping structure start-up situations and restructure multi-organizational social service, health and educational systems.. A graduate of Princeton University, he earned his law degree from Harvard Law School.
Luncheon Session
12:15 - 2:00 p.m.
“Hard ASKS Made Easy”
In our careers and our day-to-day lives, we have to make many asks so that we can deepen our relationships with our planned giving donors, boards, volunteers and the people who are close to us in our daily lives. These hard asks can bring on anxiety, hesitation, and an endless loop of second guessing in our minds. The good news is that with the right Organization, Structure and Focus they can be made easy. Laura will share her “5 Laws of ASKING" that will be your personal playbook for getting exactly what you want, so helpful in our planned giving world! Next we will strip away your hidden expectations and assumptions and erase the 3 Devils that may be preventing you from asking. Best of you’ll discover how the power of "Listening with Presence" will reveal that in most instances you have been INVITED to ask, but you missed the clue. Bring the asks you need to make and walk away with the words and tone you can use to get YES over and over again.
The Ask Expert, Laura Fredricks, JD trains and coaches individuals, businesses, and nonprofits on How to ASK. She has raised more than $1 Billion for her clients and comes from successful careers in industries known for making the toughest and biggest asks ~law and philanthropy. Laura’s 5 Laws on Asking and her prior six books have helped hundreds of global executives, industry trailblazers, accountants, marketing and communication leaders, boards, fundraisers, entrepreneurs, teenagers, artists, philanthropists, and everyday people get their best professional and personal life possible, just by asking. Her most recent book “Hard Asks Made Easy: How to Get Exactly What you Want”, is Amazon’s #1 for Business Mentoring and Coaching, #5 Personal Transformation and #17 of all Self-Help Books. Laura’s book was named “One of the Top 15 Business Books for 2023 and 2024.” Her book is now on Audible and in just one week was named #1 Business Negotiating audio book.
Laura lived in Philadelphia for 19 years, starting her legal career as a Deputy Attorney General IV for the Attorney General’s office with 162 cases and then transitioned into philanthropy, as the Assistant Vice President at Temple University, Philadelphia, in charge of 15 schools and colleges, 2 hospitals and the athletic program during their $300 million campaign. She moved to NYC to become the Vice President of Philanthropy at Pace University, NY overseeing a staff of 45 during their $100 million campaign right after 9/11.
She has been a member of AFP for over 30 years and is the recipient of the Ralph E. Chamberlain Award for extraordinary leadership in the field of fundraising and lifetime of service to the profession, and the New York Nonprofit Network’s 50 Over 50 Award for excellence in media and philanthropy. Since 2005, Laura has been teaching “The Art of the Ask: Effective Communications and Negotiation Strategies” at New York University School of Professional Studies.
