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2017 MPGC Annual Conference

2018 MPGC Conference Logo: Philanthropy in Practice, green and yellow Minneapolis skyline

MPGC's 42nd Annual Conference & Brisk Walk
October 23-25, 2018
Metropolitan State University


Tuesday, October 23

8:00 AM - 4:30 PM

Brisk Walk Through the Basics

Dana J. Holt, JD RICP AEP, HOLT Consulting; Eric Joranson, Regional Director of Development, Midwest National Philanthropic Trust; Ruby A. Pediangco, JD, Securian Financial Services


Wednesday, October 24

7:30-8:30 AM

Registration, Continental Breakfast & Exhibitors

8:30-9:45 AM

Changing Philanthropic Landscape

Una Osili, Associate Dean for Research and International Programs, Indiana University Lilly Family School of Philanthropy

Philanthropy is under transformation. With the growing interest in the role that philanthropy can play in solving global and national challenges, one central question is how best to harness data, metrics, and knowledge to improve practice and achieve impact now and in the future. As new models and approaches are developed that will shape the future of philanthropy, key questions include: What can data tell us about tomorrow’s donors and how they differ in their motivations, aspirations and expectations from donors of the past? How is technology transforming the relationships among donors, causes and communities? What are the key national global economic forces that will influence philanthropy?

Learning Objectives:

  1. Better understanding of current data on philanthropy available and how it can impact planning for fundraising
  2. Discussion of findings from planned giving study and what it means for your program
  3. Better understanding of tomorrow’s donors and their motivations

9:45-10:15 AM

Break with Exhibitors

10:15-11:15 AM

Breakout Series A

1.1 2018 US Trust Study of High Net Worth Philanthropy (General Interest)

Una Osili, Associate Dean for Research and International Programs, Indiana University Lilly Family School of Philanthropy

The U.S. Trust Study of High Net Worth Philanthropy is a biennial study established in 2005 that has become a leading resource for the philanthropic sector on giving behaviors and motivations of America’s wealthiest donors. Previously the study surveyed households in high net worth neighborhoods across the U.S. Beginning in 2016, the study surveyed a nationally representative sample of high net worth individuals across the U.S. The study reflects responses of high net worth donors with a household income greater than $200,000 and/or net-worth of at least $1,000,000 excluding their primary residence. The 2018 survey will be released in October, 2018. The workshop will provide an overview of the 2018 High Net Worth Philanthropy study. Learn more about giving trends, motivations, beliefs, and household demographics of high net worth donors. We will also talk about what we have learned about wealthy donor’s expectations for the nonprofits they support and the reasons they stop giving. This invaluable research can provide important insights into your major gifts programs and help you strengthen your relationships with current and prospective donors.

Learning Objectives:

  1. Learn the key forces shaping philanthropy.
  2. Overview of the High Net Worth Philanthropy study.
  3. High Net Worth Giving and Changes in Tax Policy.
  4. Understanding donor motivations.

1.2 Survey Says…Know Your Donors- It pays to Ask (General Interest)

Nathan Stelter, VP of Business Development & Marketing, The Stelter Company
Susan Hommes, Director, Planned Giving, University of Minnesota Foundation

This presentation will provide answers to common questions planned giving professionals are asking about surveying donors and how to put surveys to best use to grow their planned giving program. Designed for organizations of any size or sector, session attendees will leave with a better understanding of how to use surveys and how to implement results into their organization’s marketing communication plans.

Learning Objectives:

  1. Why should your organization survey? What should you expect from surveying your donors?
  2. Who should you be surveying and what’s the best format? How should you decide who’s in and who’s out?
  3. How often should you send surveys? Can you survey too much?
  4. How can the results of your organization’s survey impact your planned giving program?

1.3 The Gotcha's and Trap Doors of Life Insurance (Technical)

Bob Cohen, Principal, Tamar Fink, Inc

Life insurance can be a very effective tool for estate and charitable planning purposes, so why is it not more frequently implemented as a solution? Learn how to properly evaluate a policy prior to accepting as a gift. Show donors how to make larger gifts than they had ever planned when comparing to a "cash only" gift. Learn to address and sidestep the risks for a win-win gift. We don't embrace what we don't understand and a better, deeper understanding of life insurance, will capture millions dollars of currently left on the table.

Learning Objectives:

  1. Understand the "Gotcha's" of poorly designed life insurance policies and why many nonprofits have shied away in the past.
  2. Learn how life insurance, properly structured and designed, will create many new and larger giving opportunities,
  3. Through case studies, learn why a specific policy type is most appropriate for a given strategy over another.

1.4 Guiding Your Donors Post TCJA of 2017: Top Giving Strategies for Charitable Deductions (Technical)

Dana Holt, CEO & Philanthropic Strategist, HOLT Consulting
Thomas J Wesely, CEO, Wesely & Wesely CPAs, Ltd.

There has been a lot of talk lately about how the new tax rules will affect charitable giving in America. Some of the talk has been positive and some has been negative. Taxes are confusing enough without all the conflicting messages. One thing we do know is that fewer people will itemize their tax deductions after these changes. We also know that the primary reason people give is not to receive tax deductions, but it is a nice bonus. The good news is that there are still many opportunities for donors to receive income tax benefits from their gifts whether they itemize or not. In this session we will cover those opportunities and more!

Learning Objectives:

  1. Understand what changed and what stayed the same regarding charitable giving after the recent tax bill.
  2. Understand what new strategies donors will use to maximize tax benefits when giving in the future.
  3. Understand how to speak about these changes when communicating with donors.

11:15 AM -12:00 PM


12:00-12:30 PM

Annual Meeting

12:30-1:30 PM

Stewarding Through Story Telling: The Gift of Connection

Laura Sobiech, Community Outreach Coordinator, Children's Cancer Research Fund

Laura tells the remarkable story of how her son Zach’s battle with cancer and his song “Clouds” led to the creation of the Zach Sobiech Osteosarcoma Fund at Children's Cancer Research Fund and raising $1.5 million. She will share how the story touched millions of people across the globe and how the family continues to advocate for childhood cancer research.

Learning Objectives:

  1. To learn how an emotional connection with a personal story can inspire giving
  2. To learn how stewarding those with personal connections to a cause through sharing their story can inspire a deeper connection to the cause
  3. To learn how creating opportunities for personal connection between donors and the benefactor stewards both

1:30 -1:45 PM

Break with Exhibitors

1:45 - 2:45 PM

Breakout Series B

2.1 So, Now You're the Director!: Developing and Leading a High-performing Team (Special Interest)

Frank Robertson, (Retired) Senior Director of Planned Giving, (Formerly) University of Minnesota Foundation

Leading an effective planned giving or development office is not "rocket science". Anyone can do it by providing a proper focus on priorities (including being donor-centered); thoughtful management of limited resources, attention to team-building and professional development, and by creating a climate of mutual respect, trust, collaboration, and integrity. There are certain basic "common sense" leadership techniques that will result in a high-performing and respected program where people enjoy their jobs and work together effectively as a team. This presentation will cover such topics as: What do I do on day one as director?; How do I establish an "office climate" which contributes to collaboration, trust, team spirit, and job satisfaction?; How do I set high standards for my organization, and what are the "Cardinal Rules" that, if followed thoughtfully and consistently, will ensure success?; How do I recruit and retain the best planned giving professionals? How do I "manage up" to ensure that my program has the respect it deserves from the organization leadership?; What is unique about leading a planned giving program as opposed to a general development program? The discussion will use actual leadership situations and case studies to illustrate key points. This presentation should be beneficial to both those currently in a staff leadership position and those who aspire to that role. The principles and techniques discussed are equally applicable to both large and small programs and offices.

Learning Objectives:

  1. Establish a working environment that fosters mutual respect, collaboration, trust, personal fulfillment, and most of all, high performance.
  2. Set priorities and policies that place the focus on the most important aspects of the mission.
  3. Recruit, interview, select, "on-board", train and retain the best professionals to enhance the effectiveness of your team.

2.2 Cultivating and Stewarding Planned Giving Donors (General Interest)

Jeremy Belsky, Planned Giving Officer, Boys Town

We’re all familiar with “moves management” in the life cycle of the donor. Two of those moves – cultivation and stewardship – are the most prominent in the life cycle of the planned giving donor. Is one more important than the other in determining your organization’s future success? Potential outcomes of this presentation include: Learn how to assess your best planned giving prospects, why the consistency of planned giving messaging is essential, and the keys to proactive stewardship. Gift Planner and boss beware - it’s time consuming. Long-term investing is not just something that’s done in the market, but should parallel your organization’s priority for stewardship.

Learning Objectives:

  1. Learn how to assess your best planned giving prospects
  2. Why the consistency of planned giving messaging is essential
  3. The keys to proactive stewardship.

2.3 LOOKING THE GIFT HORSE IN THE MOUTH: Gift Acceptance Considerations For Complex Gifts (Technical)

Sheryl Morrison, Shareholder, Gray Plant Mooty

All gift planners, whether they represent donors or charities, will have occasion to determine whether a particular gift is a good fit for the donor and the donee. Charities will want to avoid problem gifts, keep donors and beneficiaries happy, and maximize the benefit of gifts to the donee institution. This session will cover recommended gift acceptance policies and intake procedures and the relevant criteria and considerations for accepting complex property gifts, gifts with restrictions, and other gift acceptance decision-making issues.

Learning Objectives:

  1. Attendees will learn the importance of gift acceptance policies and procedures to the fundraising program of their institution.
  2. Attendees will learn the factors to be considered in deciding whether to accept particular types of gifts, including more complex gifts such as real estate, tangible personal property, business interests, and restricted gifts.
  3. Donor advisors will understand how complex gifts can be beneficial for donors and what due diligence charities will want to review in accepting gifts.

2.4 Planned Giving in One Hour per Week (General Interest)

Daniel Harris, SR VP/National Dir, Philanthropic Services, US Bank Philanthropic Leader

Planned giving industry experts often teach that start-up planned giving programs should be modeled after successful programs at very large organizations such as universities, and this is simply not practical. Clearly, planned giving must look very different at different sized nonprofits. This presentation will demystify planned giving, and will show that planned giving doesn’t have to be complicated or time consuming. With ready-to-use lists and templates, this discussion will help you get started with a planned giving program.

Learning Objectives:

  1. To recognize and respond to many of the myths about establishing a planned giving program
  2. To quickly and easily create materials to help board members, allied advisors, and donors understand how they can help you with planned gifts
  3. To implement a plan to establish and grow your planned giving program while devoting only one hour per week

2:45 - 3:00 PM

Break with Exhibitors

3:00 - 4:00 PM

Strategic Storytelling to Make a Difference

Daniel Harris, SR VP/National Dir, Philanthropic Services, US Bank Philanthropic Leader

Storytelling is one of the most important skills for fundraisers to command. This session will explore why stories are an essential part of your repertoire, and why some stories are much more effective than others. We will highlight storytelling best practices for fundraisers, to help you grow your network and raise more money. This session offers a series of exercises for you and your team to take your storytelling skills to a new level!

Learning Objectives:

  1. To identify the story elements essential to promote the uniqueness of your organization
  2. To quickly assemble a collection of memorable and motivational stories
  3. To share their best institutional and personal stories so that they can be easily remembered and shared

4:00 - 5:00 PM

Networking Reception

Thursday, October 25

7:30 - 8:30 AM

Continental Breakfast, Networking & Exhibitors

8:30 - 9:30 AM

The Secrets to Success in Planned Giving

Kathryn Miree, President, Kathryn Miree and Associates

In this economy, charities must work strategically to create a successful, sustainable major and/or planned gift program. One of the best places to start is by reviewing the organizational best practices of successful charities with thriving major and planned gift programs. These ten secrets to success – centering on organizational commitment, donor engagement, and the ability to execute – will not only provide insight to major and planned gift officers, but create focus in diagnosing the challenges and areas for improvement in your nonprofit. These ten best practices will also create a framework and guide for your charity’s management team in creating a successful, sustainable fundraising system.

Learning Objectives:

  1. Identify the cultural hurdles to a successful major/planned giving program and ways to overcome those hurdles.
  2. Learn more about ten best practices that are common to all successful planned giving programs, whether staffed by a single development officer managing the entire program, or a team of specialist fundraisers.
  3. Learn the essentials for a successful program platform.

9:30 - 9:45 AM

Break with Exhibitors

9:45 - 10:45 AM

Breakout Series C

3.1 Stewardship and Recognition: Building Strong Relationships to Engage Your Donors (General Interest)

Kathryn Miree, President, Kathryn Miree and Associates

Donor stewardship is often overlooked as the essential element of building long-term donor relationships and building strong deferred giving programs. To truly be successful, stewardship must be a way of life and part of the culture of an organization. This session addresses the elements of stewardship (which includes donor recognition), the role of stewardship in building deferred gift programs, the roles of the CEO, CFO, development staff, and volunteers in a stewardship program, and how to track results and measure success. Whether you are responsible for managing the development team, or are a member of that team, you will get insight into how to effectively build a stewardship program or get a checklist to review your program if it is already in place.

Learning Objectives:

  1. Learn the distinctions between gift acknowledgement, stewardship, and recognition and how to bring all three into play to create committed donors.
  2. Understand and learn how to engage the nonprofit’s executive team, program team, finance team, and volunteers in donor engagement to create a more powerful donor experience.
  3. Learn practical ways to structure stewardship (tools provided) that allow you to systematically steward donors at the appropriate level to create long-term, committed, multi-channel donors.

3.2 T&E 101: A Crash Course in Trusts and Estates (Technical)

Lauren Routhier, Partner, Stinson Leonard Street LLP

Donors with charitable intent often engage in estate planning in order to carry out their family goals and charitable legacy. Planned giving professionals will better engage with donors interested in making charitable gifts if they are conversant in basic estate planning techniques. This presentation will provide an overview of the common estate planning documents that donors execute and the other ways in which donors may transfer their assets during life and at their death. We will also discuss what to expect in the estate administration process as it relates to collecting a charitable gift after a donor's death.

Learning Objectives:

  1. Attendees will learn about wills, trusts and beneficiary designations including the legal basis for and effects of these estate planning tools.
  2. Attendees will obtain practical tools for working with donors to make sure that the charities will realize the gifts the donors intend to leave them.
  3. Attendees will learn how to better understand their donor's estate plans and how their charitable gifts will be realized by the charity.

3.3 Mastering Major Gifts— Transforming your Major Giving Program (Special Interest)

Melinda Hoke, VP Philanthropy, Twin Cities PBS
Caitlin Zintl, Sr. Manager Individual Giving and Development, Twin Cities PBS

Following the success of its $40 Million Campaign for TPT, Twin Cities PBS transformed its Major Giving program to new financial heights. Learn the 6 strategic goals and tactics TPT used to triple major giving over two years and acted as a bridge to its strategic 2020 Plan. Building on the success of membership giving and capital campaign stewardship, the Power of Philanthropy Campaign helped create a new mindset for TPT and its donors. Learn how the development tools of prospect development, database and financial management, events and customized communication approaches with donors worked together to create impact and move from transactional to philanthropic giving.

Learning Objectives:

  1. Overcome fundraising obstacles in their own organization
  2. Come away with confidence that change can occur through strategy tactics
  3. Understand program components that interact with each other for maximum improvement and impact

3.4 Maximizing Bequests: Effective Estate Resolution (Technical)

Mike Gozola Jr., Legal Specialist, Mayo Clinic
Brandon Stenseth, Legal Specialist, Mayo Clinic

Our presentation will begin with the importance of understanding the estate process and having some sort of mechanism to track the progress of gifts. We will discuss the estate resolution program that we have built at Mayo Clinic, and the effective strategies we have used to maximize the estate gifts we receive. Discussion points will include examples of how the value of estate gifts can significantly drop if left unattended and how to approach these situations, preventing fraud, and strategies for working with complex or difficult/contested estates.

Learning Objectives:

  1. Effectively respond to and track estate gifts.
  2. Use basic strategies to add value to estate gifts (minimize fees/prevent fraud/accelerate bequests).
  3. Understand the importance of oversight of the estate process.

10:45 - 11:00 AM

Break with Exhibitors

11:00 AM - 12:00 PM

Breakout Series D

4.1 How to get your busy prospects to meet (General Interest)

Julene Holt, Donor Relations Director, MN Adult & Teen Challenge

You ran your wealth survey and have your prospect list. Now how do you get a meeting with your prospects so you can get to know their philanthropic goals and help them see how they can achieve those goals by partnering with your organization? In this workshop, we will talk about the following: - elements of an introductory letter - the follow-up call - if they just can’t meet, do a telephone interview - persistent strategy - if they refuse to meet one-on-one, other methods - making the most out of the first meeting. This is time to establish the relationship. Not to make the ask - leaving the meeting with a next step

Learning Objectives:

Examples of how to write an effective introductory note, what to do during the follow-up call, how to conduct a telephone interview, tips for a persistent strategy, other methods to get face-to-face, and a guideline for how to make the most out of their first meeting.

4.2 The fine line between Volunteers and Donors, and how to cross it (Special Interest)

Jenna Egan, Membership and Fund Development Manager, Minnesota Association for Volunteer Administration

We all know that volunteers are likely to donate. But, did you know that 70% will give to the organization at which they volunteer, AND they will likely donate ten times more than non-volunteers? If you and your development staff are out shaking the trees for donations, you might want to look right outside your office door at your volunteer corps! Of course, I wouldn't recommend you just swoop in and ask your volunteers to write checks on the spot. There are a few strategies that make receiving donations from volunteers more likely. The good news is, if the person who is primarily in charge of your volunteer program is a member or the Minnesota Association for Volunteer Administration, they are probably already implementing them. If not, this session will put you on the right track.

Learning Objectives:

  1. Implement 6 strategies that will greatly increase the likelihood that volunteers will become major donors.
  2. Understand the similarities and subtle differences between best practices for cultivating volunteers and donors.
  3. Recognize and advocate for the positive impact an organizational "Culture of Volunteerism" can have on development efforts.

4.3 Seven Stages of Planning an Estate Gift (General Interest)

Marc Littlecott, Director of Gift Planning, South Dakota State University Foundation

Borrowing from the financial services industry, these seven stages help gift planners (and supervisors) to effectively gauge where a prospective donor is in the gift planning journey. By identifying the correct stage with a prospective donor, the gift planner is less apt to get stuck or even worse, hurry the gift planning process. Disciplining (as best as one can) a conversation to its proper “stage” can prevent buyer’s remorse, a smaller planned gift, or perhaps no gift at all.

Learning Objectives:

  1. As discussed in a Planned Giving Today article by Roger Ellison (“The 8 Habits of Highly Effective Gift Planners”), it is important to be systematic in your work (which logically requires a system for gift development).
  2. Learn how and why to discipline a planned giving interview to its appropriate “Stage” within a defined, 7-stage system.
  3. Knowing the “Stages” in gift development is critical both for pre-visit planning as well as how the actual interview is conducted.
  4. Clearly definable and logical “Stages” create a cohesive language among a staff on the fundraising team so that effective coaching and mentoring can occur.
  5. Learn how to create a Discovery Agreement Memo (proposal) that so well articulates donor goals and solutions, most advisors will be hard-pressed to suggest doing something different.

4.4 There Isn’t Anything “Non-Traditional” About These Gifts (Technical)

Jeremy Wells, Vice President of Philanthropic Services, the Saint Paul & Minnesota Community Foundations
Elizabeth McCray, Gift Planner, The Saint Paul & Minnesota Community Foundations

Closely-held businesses represent 90% of all US businesses. However, as business owners are retiring, is your organization prepared to help them donate their closely-held stock? In this seminar, you will learn how charities can maximize gifts of S corporations and privately-held C corporations. Also, you will develop a clear understanding on how to assist donors in maximizing their gifts of real estate. This untapped market represents over $26 trillion dollars of potential funding assets for charitable organizations. Jeremy Wells and Beth McCray will lead you through a discussion on closely-held stock and real estate, the benefits of using them for charitable giving, and will have case studies to illustrate the benefits for your organization.

Learning Objectives:

  1. How to capitalize on and capture gifts from donors with S Corp and C Corp stocks
  2. How to capitalize on and capture gifts from donors of real estate
  3. Benefits of giving complex assets from a donor’s perspective and the organization’s perspective too

12:00 - 12:45 PM


12:45 - 1:00 PM

Clinton Schroeder Award Presentation

1:00 - 2:00 PM

The Movement of Movements: The Healing Worldview of Indigenous Peoples

Sarah Eagle Heart, CEO, Native Americans in Philanthropy

Ms. Eagle Heart (Oglala Lakota), CEO of Native Americans in Philanthropy, will share her journey as an advocate for Native rights and equity since she was a teenager. Sarah always returns to her teachings and traditions to help her navigate her career in philanthropy and promote the Indigenous worldview across movements. She'll discuss how she works to build allies in a sector that hasn't had a lot of authentic Native American representation to ensure equitable and effective inclusion, as a translator between Native communities and institutional philanthropy.

Learning objectives:

  • Develop an understanding of why education about Native issues and history is a critical first step towards equitable and effective philanthropy
  • Learn how existing false narratives harm Native communities every day and how we are combating them
  • How Native leaders are participating in and leading cross-movement advocacy work

2:00 - 2:15 PM

Break with Exhibitors

2:15 - 3:15 PM

Breakout Series E

5.1 The Decolonization of Wealth and Giving (General Interest)
Sarah Eagle Heart, CEO, Native Americans in Philanthropy

Ms. Eagle Heart (Oglala Lakota), CEO of Native Americans in Philanthropy, will share her insight and experience around the power dynamics inherent in philanthropy, and how they conflict with tenets of Native-centered, holistic social change. She'll touch on her efforts to educate donors on the accurate history of Native Americans through convenings, consultation, and webinars, as well as her work on narrative change to include Native youth, women, and healing worldview. She'll discuss how she encourages philanthropy to partner and learn how to build partnerships with Native allies, and how they can participate in immersive learning experiences.

Learning objectives:

  • Understand how, when and why Native history has been omitted or distorted
  • Learn how to identify, access and interpret existing research
  • Discover the colonial dynamics at play in philanthropy and finance
  • Connect Native advocacy efforts with existing funding priorities and cross-movement advocacy work happening across the country

5.2 Building a Social Media Ambassador Program (Special Interest)

Jessica Poskozim, Development Director, MNPGC member

A strong social media campaign doesn't need to take all of your time and energy. Through easy steps and pre-planning you'll see how you can take your social media presence to a whole new level and engage some of your biggest supporters. This presentation will show how a small Catholic school and church has been able to build an online ambassador program to develop and enhance their social media presence. Using three steps, you'll be able to transfer these techniques for your own institution to multiple social media platforms.

Learning Objectives:

  1. Build Content on Social Media
  2. Grow Your Social Media Audience
  3. Grow Engagement

5.3 Perspectives on Planned Giving: Wealth Advisor, CPA, Attorney (General Interest)

Tara Mattessich, Shareholder, Attorney, Larkin Hoffman
Ginger Ewing, Private Wealther Advisor, President, Kaleo Advisor Group, Ameriprise Financial Services
Heather Wright, Tax Manager, Lurie, LLP

Tara, Ginger, and Heather will discuss specific planned giving opportunities in which they have participated, including planned giving with: (1) the sale of a business, (2) farmland, and (3) executive benefits. They will share the role each of them plays in planning the gift, and how and when to include them in the process. The presentation is an expansion of a panel discussion by them in 2017 through Minnesota Philanthropy Partners' series, "Insider Briefing".

Learning Objectives:

  1. Understand opportunities for planned giving with specific assets such as the sale of a business, farmland, and executive benefits.
  2. Understand the roles played by wealth managers, CPAs, attorneys in the planned giving process.
  3. Learn when and how to include allied professionals in the planned giving process.

5.4 The Social Work of Fundraising - Meaningful & Frank Conversations That Lead To Great Gifts (General Interest)

Sherrie Beal, Gift Planning Officer, the Nature Conservancy

Sherrie regularly coaches others in her organization on focusing in on their best prospects for planned and blended gifts and asking the questions that may ultimately lead to the best gift for the donor and the organization. She also closes hundreds of planned gifts annually, many in the 6-7 figure range. She has been voted among the "most ethical" at her organization and prides herself at always putting donors first--including laying the groundwork for gifts that will speak to the donor's legacy but that will also most benefit the organization of the future. In this session, you will hear a combination of case studies and practical tips to help: 1) prioritize your planned giving prospects; 2) know how to get at your donor's motivations for giving; 3) avoid jumping to a gift vehicle without understanding the donor's circumstances (but know the planned gifts that anyone can do); 4) ascertain capacity and competency and know how to turn down a gift; 5) changing the paradigm of our work from "grim reaper" to "social worker” by helping your donors have a plan in place--for themselves and those they love.

Learning Objectives:

  1. Recognize their best prospects and prioritize those prospects
  2. Know what questions to ask of donors to get at motivation, interest, capacity, and competency.
  3. Make service to our donor the top priority, including potentially guiding them to seek professional advice & involve their loved ones in decision making.

3:15 - 3:30 PM

Break with Exhibitors

3:30 - 4:30 PM

Teamwork! What Happens When a Gift Planner, Donor and Advisor Work Together?

Jeremy Belsky, Planned Giving Officer, Boys Town

As charitable planners, we are tasked with helping our donors make the most efficient gift possible. The donor typically wants to help their family, community, or favorite charities. What if you could help them do it all? Utilizing the CAP® philosophy, a cross blended approach to working in partnership with an advisor for the benefit of the donor yields best results. Attendees will learn the value of working with “the most trusted advisor” to strategize and assure the smartest gift possible for the donor. When you focus on the donor from a holistic approach, it will build trust and confidence among you, your donors and their advisor. This ultimately leads to your number one goal – honoring the donor’s charitable intent.

Learning Objectives:

  1. Learn how to be a donor’s most trusted advisor
  2. What’s in it for the advisor?
  3. The relationship benefits for gift planner, donor and advisor

4:30 PM


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Benefiting Sponsor


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Charitable Services

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