Inspire your donors to think BIG ▸︎

The Power of Blended Gifts

Schedule

  • Monday - September 25, 2017

Time Grow Your Pipeline Empower Your Donors Engage Your Prospects Excel at Big Asks Energize your Program Build Your Knowledge
8:30-8:50 Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome
9:00-10:15 Philanthropy for You and Your Donors
(Paul Schervish)
Blended Gifts Increase Donor Satisfaction
(Charles Schultz)
Make Donors Love You
(Farra Trompeter)
Building a Successful Major Gifts Program
(Chris Kasavich)
Working with Professional Advisors
(Rebecca Rothey)
Gifts from IRAs
(Robert Lew)
10:15-10:45 Break Break Break Break Break Break
10:45-12:00 Philanthropy for You and Your Donors
(Paul Schervish)
Blended Gifts Increase Donor Satisfaction
(Charles Schultz)
Make Donors Love You
(Farra Trompeter)
Building a Successful Major Gifts Program
(Chris Kasavich)
Working with Professional Advisors
(Rebecca Rothey)
Gifts from IRAs
(Robert Lew)
12:00-1:30 Lunch / Awards / Patterns and Prospects of Philanthropy
(Paul Schervish)
Lunch / Awards / Patterns and Prospects of Philanthropy
(Paul Schervish)
Lunch / Awards / Patterns and Prospects of Philanthropy
(Paul Schervish)
Lunch / Awards / Patterns and Prospects of Philanthropy
(Paul Schervish)
Lunch / Awards / Patterns and Prospects of Philanthropy
(Paul Schervish)
Lunch / Awards / Patterns and Prospects of Philanthropy
(Paul Schervish)
1:30-2:45 Strengthen Your Bequest Program
(Melissa Mencotti)
Blended Gifts Success Panel
(Donna Bandeloni, Nicole Dunn, Katy Kotlarczyk, Wayne Olson)
Writing Compelling Donor Stories
(Brooke Eades)
Major Gifts Moves Management
(Robert Wahlers)
Effective Planned Giving Programs
(Lani Starkey)
Life Income Gift Options
(Jeff Davine)
2:45-3:15 Break Break Break Break Break Break
3:15-4:30 Strengthen Your Bequest Program
(Melissa Mencotti)
Blended Gifts Success Panel
(Donna Bandeloni, Nicole Dunn, Katy Kotlarczyk, Wayne Olson)
Writing Compelling Donor Stories
(Brooke Eades)
Major Gifts Moves Management
(Robert Wahlers)
Effective Planned Giving Programs
(Lani Starkey)
Life Income Gift Options
(Jeff Davine)
4:30-5:30 Reception Reception Reception Reception Reception Reception

Grow Your Pipeline

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Philanthropy for You and Your Donors (Paul Schervish)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Philanthropy for You and Your Donors (Paul Schervish)
  • 12:00-1:30 - Lunch / Awards / Patterns and Prospects of Philanthropy (Paul Schervish)
  • 1:30-2:45 - Strengthen Your Bequest Program (Melissa Mencotti)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Strengthen Your Bequest Program (Melissa Mencotti)
  • 4:30-5:30 - Reception

Empower You Donors

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Blended Gifts Increase Donor Satisfaction (Charles Schultz)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Blended Gifts Increase Donor Satisfaction (Charles Schultz)
  • 12:00-1:30 - Lunch / Awards / Patterns and Prospects of Philanthropy (Paul Schervish)
  • 1:30-2:45 - Blended Gifts Success Panel (Donna Bandeloni, Nicole Dunn, Katy Kotlarczyk, Wayne Olson)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Blended Gifts Success Panel (Donna Bandeloni, Nicole Dunn, Katy Kotlarczyk, Wayne Olson)
  • 4:30-5:30 - Reception

Engage Your Prospects

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Make Donors Love You (Farra Trompeter)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Make Donors Love You (Farra Trompeter)
  • 12:00-1:30 - Lunch / Awards / Patterns and Prospects of Philanthropy (Paul Schervish)
  • 1:30-2:45 - Writing Compelling Donor Stories (Brooke Eades)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Writing Compelling Donor Stories (Brooke Eades)
  • 4:30-5:30 - Reception

Excel at Big Asks

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Building a Successful Major Gifts Program (Chris Kasavich)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Building a Successful Major Gifts Program (Chris Kasavich)
  • 12:00-1:30 - Lunch / Awards / Patterns and Prospects of Philanthropy (Paul Schervish)
  • 1:30-2:45 - Major Gifts Moves Management (Robert Wahlers)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Major Gifts Moves Management (Robert Wahlers)
  • 4:30-5:30 - Reception

Energize Your Program

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Working with Professional Advisors (Rebecca Rothey)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Working with Professional Advisors (Rebecca Rothey)
  • 12:00-1:30 - Lunch / Awards / Patterns and Prospects of Philanthropy (Paul Schervish)
  • 1:30-2:45 - Effective Planned Giving Programs (Lani Starkey)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Effective Planned Giving Programs (Lani Starkey)
  • 4:30-5:30 - Reception

Build Your Knowledge

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Gifts from IRAs (Robert Lew)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Gifts from IRAs (Robert Lew)
  • 12:00-1:30 - Lunch / Awards / Patterns and Prospects of Philanthropy (Paul Schervish)
  • 1:30-2:45 - Life Income Gift Options (Jeff Davine)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Life Income Gift Options (Jeff Davine)
  • 4:30-5:30 - Reception
  • Tuesday - September 26, 2017

Time Grow Your Pipeline Empower Your Donors Engage Your Prospects Excel at Big Asks Energize your Program Build Your Knowledge
8:30-9:45 Building a Donor Pipeline On a Dime
(JoVanna King)
Blended Gifts from Major Gift Donors
(Eddie Thompson)
Digital Fundraising and Generational Marketing
(Jay Frost)
Transformational Giving Through Blended Gifts
(Jackie Franey)
"What I Know Now" Panel
(Michael Occhipinti, Rebecca Rothey, Kathy Sheffield, Peter Witherell)
Business Exit Gifts Made Simple
(Micah Malouf)
9:45-10:15 Break Break Break Break Break Break
10:15-11:30 Building a Donor Pipeline On a Dime
(JoVanna King)
Blended Gifts from Major Gift Donors
(Eddie Thompson)
Digital Fundraising and Generational Marketing
(Jay Frost)
Transformational Giving Through Blended Gifts
(Jackie Franey)
"What I Know Now" Panel
(Michael Occhipinti, Rebecca Rothey, Kathy Sheffield, Peter Witherell)
Business Exit Gifts Made Simple
(Micah Malouf)
11:30-1:00 Lunch / Empowering Your Donors to Think Big
(Jackie Franey)
Lunch / Empowering Your Donors to Think Big
(Jackie Franey)
Lunch / Empowering Your Donors to Think Big
(Jackie Franey)
Lunch / Empowering Your Donors to Think Big
(Jackie Franey)
Lunch / Empowering Your Donors to Think Big
(Jackie Franey)
Lunch / Empowering Your Donors to Think Big
(Jackie Franey)
1:00-2:15 Strategies for Maintaining Bequest Donors
(Aaron Levinson)
Collaborate to Maximize Philanthropy
(Jodi Bopp & Pablo Banhos)
Passionate Fundraising
(Wayne Olson)
Increasing Major Gifts
(Ray Croff & Roy Grisham)
Strategies for Donor C.A.R.E
(Tom Cullinan)
Administering CGAs
(Charles Van Patten)
2:15-2:45 Break Break Break Break Break Break
2:45-4:00 Strategies for Maintaining Bequest Donors
(Aaron Levinson)
Collaborate to Maximize Philanthropy
(Jodi Bopp & Pablo Banhos)
Passionate Fundraising
(Wayne Olson)
Increasing Major Gifts
(Ray Croff & Roy Grisham)
Strategies for Donor C.A.R.E
(Tom Cullinan)
Administering CGAs
(Charles Van Patten)

Grow Your Pipeline

  • 8:30-9:45 - Building a Donor On a Dime (JoVanna King)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Building a Donor On a Dime (JoVanna King)
  • 11:30-1:00 - Lunch / Empowering Your Donors to Think Big(Jackie Franey)
  • 1:00-2:15 - Strategies for Maintaining Bequest Donors (Aaron Levinson)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Strategies for Maintaining Bequest Donors (Aaron Levinson)

Empower Your Donors

  • 8:30-9:45 - Blended Gifts from Major Gift Donors (Eddie Thompson)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Blended Gifts from Major Gift Donors (Eddie Thompson)
  • 11:30-1:00 - Lunch / Empowering Your Donors to Think Big (Jackie Franey)
  • 1:00-2:15 - Collaborate to Maximize Philanthropy (Jodi Bopp & Pablo Banhos)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Collaborate to Maximize Philanthropy (Jodi Bopp & Pablo Banhos)

Engage Your Prospects

  • 8:30-9:45 - Digital Fundraising and Generational Marketing (Jay Frost)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Digital Fundraising and Generational Marketing (Jay Frost)
  • 11:30-1:00 - Lunch / Empowering Your Donors to Think Big (Jackie Franey)
  • 1:00-2:15 - Passionate Fundraising (Wayne Olson)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Passionate Fundraising (Wayne Olson)

Excel at Big Asks

  • 8:30-9:45 - Transformational Giving Through Blended Gifts (Jackie Franey)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Transformational Giving Through Blended Gifts (Jackie Franey)
  • 11:30-1:00 - Digital Fundraising and Generational Marketing (Jay Frost)
  • 1:00-2:15 - Increasing Major Gifts (Ray Croff & Roy Grisham)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Increasing Major Gifts (Ray Croff & Roy Grisham)

Energize your Program

  • 8:30-9:45 - "What I Know Now" Panel (Michael Occhipinti, Rebecca Rothey, Kathy Sheffield, Peter Witherell))
  • 9:45-10:15 - Break
  • 10:15-11:30 - "What I Know Now" Panel (Michael Occhipinti, Rebecca Rothey, Kathy Sheffield, Peter Witherell)
  • 11:30-1:00 - Lunch / Empowering Your Donors to Think Big (Jackie Franey)
  • 1:00-2:15 - Strategies for Donor C.A.R.E (Tom Cullinan)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Strategies for Donor C.A.R.E (Tom Cullinan)

Build Your Knowledge

  • 8:30-9:45 - Business Exit Gifts Made Simple (Micah Malouf)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Business Exit Gifts Made Simple (Micah Malouf)
  • 11:30-1:00 - Lunch / Empowering Your Donors to Think Big (Jackie Franey)
  • 1:00-2:15 - Administering CGAs (Charles Van Patten)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Administering CGAs (Charles Van Patten)
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