2022 Practical Planned Giving Conference

Navigating
the Path Ahead

Grow your donor revenue by mastering strategies for successful major & planned gifts programs.

Grow your donor revenue by mastering strategies for successful major & planned gifts programs.

Schedule

  • Monday - September 19, 2022

  Navigating the Future Mastering the Fundamentals Marketing Strategy Successful Programs Technical Track Donor Relations
8:30-8:50 Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome
9:00-10:15 Artfully Ask for Anything (including money!) and Get a YES in 2022
(Marcy Heim)		 Planned Giving Made Easy
(A. Burgess, A. Grumet)		 3 M's of Legacy Giving
(Joe Richardson)		 Making the Case
(J. McIlroy, L. Doerr)		 Maximum IRA Gifts
(J. Holzer White, M. Karch)		 How Much is Enough?
(Charles Schultz)
10:15-10:45 Break Break Break Break Break Break
10:45-12:00 Artfully Ask for Anything (including money!) and Get a YES in 2022
(Marcy Heim)		 Planned Giving Made Easy
(A. Burgess, A. Grumet)		 3 M's of Legacy Giving
(Joe Richardson)		 Making the Case
(J. McIlroy, L. Doerr)		 Maximum IRA Gifts
(J. Holzer White, M. Karch)		 How Much is Enough?
(Charles Schultz)
12:00-1:30 Lunch / Marcy Heim Lunch / Marcy Heim Lunch / Marcy Heim Lunch / Marcy Heim Lunch / Marcy Heim Lunch / Marcy Heim
1:30-2:45 Giving Trends Looking Forward from COVID-19
(K. Jaarda, Panel)		 Planned Giving is Only a Tool
(Deborah Kaplan Polivy)		 Planned Giving Messaging for Donor Engagement
(Barry Spencer)		 Talking Bequest Success
(A. Fussner, L. Smith)		 Winning Equation for Blended Gifts
(Gail Orser)		 Creating Extraordinary Donor Experiences
(D. Fleming, M. Fleming)
2:45-3:15 Break Break Break Break Break Break
3:15-4:30 Giving Trends Looking Forward from COVID-19
(K. Jaarda, Panel)		 Planned Giving is Only a Tool
(Deborah Kaplan Polivy)		 Planned Giving Messaging for Donor Engagement
(Barry Spencer)		 Talking Bequest Success
(A. Fussner, L. Smith)		 Winning Equation for Blended Gifts
(Gail Orser)		 Creating Extraordinary Donor Experiences
(D. Fleming, M. Fleming)
4:30-5:30 Reception Reception Reception Reception Reception Reception

Navigating the Future

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Artfully Ask for Anything (including money!) and Get a YES in 2022 (Marcy Heim)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Artfully Ask for Anything (including money!) and Get a YES in 2022 (Marcy Heim)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Giving Trends Looking Forward from COVID-19 (K. Jaarda, Panel)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Giving Trends Looking Forward from COVID-19 (K. Jaarda, Panel)
  • 4:30-5:30 - Reception

Mastering the Fundamentals

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Planned Giving Made Easy (A. Burgess, A. Grumet)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Planned Giving Made Easy (A. Burgess, A. Grumet)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Planned Giving is Only a Tool (Deborah Kaplan Polivy)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Planned Giving is Only a Tool (Deborah Kaplan Polivy)
  • 4:30-5:30 - Reception

Marketing Strategy

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - 3 M's of Legacy Giving (Joe Richardson)
  • 10:15-10:45 - Break
  • 10:45-12:00 - 3 M's of Legacy Giving (Joe Richardson)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Planned Giving Messaging for Donor Engagement (Barry Spencer)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Planned Giving Messaging for Donor Engagement (Barry Spencer)
  • 4:30-5:30 - Reception

Successful Programs

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Making the Case (J. McIlroy, L. Doerr)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Making the Case (J. McIlroy, L. Doerr)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Talking Bequest Success (A. Fussner, L. Smith)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Talking Bequest Success (A. Fussner, L. Smith)
  • 4:30-5:30 - Reception

Technical Track

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Maximum IRA Gifts (J. Holzer White, M. Karch)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Maximum IRA Gifts (J. Holzer White, M. Karch)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Winning Equation for Blended Gifts (Gail Orser)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Winning Equation for Blended Gifts (Gail Orser)
  • 4:30-5:30 - Reception

Donor Relations

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - How Much is Enough? (Charles Schultz)
  • 10:15-10:45 - Break
  • 10:45-12:00 - How Much is Enough? (Charles Schultz)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Creating Extraordinary Donor Experiences (D. Fleming, M. Fleming)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Creating Extraordinary Donor Experiences (D. Fleming, M. Fleming)
  • 4:30-5:30 - Reception

  • Tuesday - September 20, 2022

  Navigating the Future Mastering the Fundamentals Marketing Strategy Successful Programs Technical Track Donor Relations
8:30-9:45 Technologies for Effective Capital Campaigns
(Carolyn Appleton)		 Planned Giving for Boards
(Stephanie Cory)		 Moves Management for Gift Planning
(A. Ragone, J. Rode)		 The Power of Storytelling
(N. Todd, K. Jetton, W. Olson)		 Landing Real Estate Gifts
(Stephanie Buckley)		 Donor Relations - Keeping it Professional
(Julie Heggeness)
9:45-10:15 Break Break Break Break Break Break
10:15-11:30 Technologies for Effective Capital Campaigns
(Carolyn Appleton)		 Planned Giving for Boards
(Stephanie Cory)		 Moves Management for Gift Planning
(A. Ragone, J. Rode)		 The Power of Storytelling
(N. Todd, K. Jetton, W. Olson)		 Landing Real Estate Gifts
(Stephanie Buckley)		 Donor Relations - Keeping it Professional
(Julie Heggeness)
11:30-1:00 Lunch / Julie Heggeness Lunch / Julie Heggeness Lunch / Julie Heggeness Lunch / Julie Heggeness Lunch / Julie Heggeness Lunch / Julie Heggeness
1:00-2:15 Flying with a Black Swan
(Tom Martin)		 Stewarding Your Legacy Donors, The Personal Touch
(June Penrod)		 Three Flavors of Legacy Societies
(C. Kort, J. Rode, L. Thomas)		 Cryptocurrency: How to Prepare & Key Considerations
(S. Walker, K. Onishi)		 Charitable Estate Settlement
(James Hodgson)		 Loyal, Engaged and Happy!: Life Income Gift Donors
(Bill Strickland)
2:15-2:45 Break Break Break Break Break Break
2:45-4:00 Flying with a Black Swan
(Tom Martin)		 Stewarding Your Legacy Donors, The Personal Touch
(June Penrod)		 Three Flavors of Legacy Societies
(C. Kort, J. Rode, L. Thomas)		 Cryptocurrency: How to Prepare & Key Considerations
(S. Walker, K. Onishi)		 Charitable Estate Settlement
(James Hodgson)		 Loyal, Engaged and Happy!: Life Income Gift Donors
(Bill Strickland)

Navigating the Future

  • 8:30-9:45 - Technologies for Effective Capital Campaigns (Carolyn Appleton)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Technologies for Effective Capital Campaigns (Carolyn Appleton)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Flying with a Black Swan (Tom Martin)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Flying with a Black Swan (Tom Martin)

Mastering the Fundamentals

  • 8:30-9:45 - Planned Giving for Boards (Stephanie Cory)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Planned Giving for Boards (Stephanie Cory)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Stewarding Your Legacy Donors, The Personal Touch (June Penrod)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Stewarding Your Legacy Donors, The Personal Touch (June Penrod)

Marketing Strategy

  • 8:30-9:45 - Moves Management for Gift Planning (A. Ragone, J. Rode)
  • 9:45-10:15 - Break
  • 10:15-11:30 -Moves Management for Gift Planning (A. Ragone, J. Rode)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Three Flavors of Legacy Societies (C. Kort, J. Rode, L. Thomas)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Three Flavors of Legacy Societies (C. Kort, J. Rode, L. Thomas)

Successful Programs

  • 8:30-9:45 - The Power of Storytelling (N. Todd, K. Jetton, W. Olson)
  • 9:45-10:15 - Break
  • 10:15-11:30 - The Power of Storytelling (N. Todd, K. Jetton, W. Olson)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Cryptocurrency: How to Prepare & Key Considerations (S. Walker, K. Onishi)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Cryptocurrency: How to Prepare & Key Considerations (S. Walker, K. Onishi)

Technical Track

  • 8:30-9:45 - Landing Real Estate Gifts (Stephanie Buckley)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Landing Real Estate Gifts (Stephanie Buckley)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Charitable Estate Settlement (James Hodgson)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Charitable Estate Settlement (James Hodgson)

Donor Relations

  • 8:30-9:45 - Donor Relations - Keeping it Professional (Julie Heggeness)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Donor Relations - Keeping it Professional (Julie Heggeness)
  • 11:30-1:00 - Lunch / Julie Heggeness
  • 1:00-2:15 - Loyal, Engaged and Happy!: Life Income Gift Donors (Bill Strickland)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Loyal, Engaged and Happy!: Life Income Gift Donors (Bill Strickland)
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