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Tuesday, October 22, 2019

8:00 am – 4:00 pm

A Brisk Walk Through the Basics of Planned Giving ©️
Dana Holt, JD, RICP, AEP; Sheryl Morrison, JD, FCEP; Marie Ruzek

Session Details

Description:

A Brisk Walk Through the Basics of Planned Giving ©️ is an enriching, one-day seminar that leads participants through the nuts and bolts of planned gift instruments. If you are new to planned giving, need a refresher, or are a development generalist, this seminar was made for you. Get an excellent overview of gift planning and the tools you need to make the most of it. Each participant receives Craig Wruck's Planned Giving in a Nutshell to complement course instruction.

Speaker Bios:

Dana HoltDana Holt, JD, RICP, AEP, HOLT Consulting

Dana is a charitable gift planning educator, coach, and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash - and teaches advisors how to grow their practice with the power of philanthropic planning.

Before starting HOLT Consulting Dana began her career as an estate planning attorney and then spent 13 years at a Fortune 300 Financial Services company. There she helped advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice.

Now she focuses exclusively on teaching charitable planning through professional speaking and her first-of-it's-kind coaching program, Turning Wealth Into What Matters™.

Dana is a graduate of Mitchell Hamline School of Law and Southern Illinois University. She serves as vice-chair of the Minnesota Planned Giving Council. She lives in Lauderdale, MN with her two retired racing greyhounds.

Sheryl MorrisonSheryl Morrison, JD, FCEP, Gray Plant Mooty Law Firm

For over 30 years, Sheryl Morrison has focused her practice in the areas of estate and wealth planning, transfer tax strategies, business succession planning, estate and trust administration, and charitable giving and nonprofit organizations. She helps clients accomplish their objectives for management, protection, and preservation of their wealth through strategies that minimize taxes and promote effective family management of assets, including wills, revocable and irrevocable trusts, generation skipping planning, charitable trusts and corporations, and various grantor trusts (QPRTs, GRATs, IDGTs). She advises clients about the many issues affecting the operation of their trusts, estates, and businesses.

Sheryl’s practice also focuses on philanthropy through creating, qualification, and administration of nonprofit and tax-exempt entities, as well as counseling higher education institutions, health care organizations, and other charities about their charitable gift acquisition programs and administration practices.

Marie RuzekMarie Ruzek, Wells Fargo Private Bank

Marie Ruzek serves as Vice President and Philanthropic Specialist for Wells Fargo Philanthropic Services within The Private Bank. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services. Ms. Ruzek helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, estate planning, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. She collaborates with her clients and their other advisors to leverage their resources to maximize the impact of their philanthropic activities. Prior to joining Wells Fargo, Ms. Ruzek worked in the nonprofit sector for 20 years, most recently at Greater Twin Cities United Way for three years, where she was the Director of Planned Giving and Endowment. Her background includes experience in healthcare, higher education, and human services philanthropy. Ms. Ruzek earned a Bachelor of Arts in Business Administration from Concordia College, Moorhead, MN, and a Juris Doctor from Mitchell Hamline School of Law, St. Paul, MN. She hold the Certified Fund Raising Executive designation and is also the Chair of the Minnesota Planned Giving Council and a member of the Nonprofit Financial Group, Twin Cities Estate Planning Council, MN Women Lawyers, National Association of Charitable Gift Planners, and Leave a Legacy Minnesota.



12:00 pm – 4:00 pm

CRESCENDO (HALF-DAY)

*Limited spots available, additional payment required

Reach Your Fundraising Goals This Year with Planned Gifts
Sandra Henningsen, CGPA

Session Details

Description:

There has never been a better time to focus on planned gifts than now. With all of the tax, financial & demographic changes, your donors are looking for new & easier ways to support your cause while preserving security for themselves & their loved ones. As a more experienced planner, you will learn more about how to enhance your planned giving program that provides a sustainable source of annual revenue for your organization & benefits your donors.

Learning Objectives:

  • Creating a Successful Planned Giving Marketing Plan
  • Getting Results from Your Marketing - The Value of Email & Case Studies
  • Strategies to Create or Revitalize a Legacy Society & Case Studies

Speaker Bio:

Sandra HenningsenSandra Henningsen, CGPA, Assistant Vice President for Crescendo Interactive, oversees GiftLegacy Planned Giving eMarketing services. She mentors charities in establishing planned giving websites and marketing planned gifts using the branded website, eNewsletters, social media and royalty-free literature. She speaks and teaches seminars in the area of eMarketing and gift planning. She has presented at MPGC, CASE International, AFP International, AHP International, CPGR, GHPGC, ALDE, CLA and various Regional Conferences. Sandra has been part of the Crescendo staff for over 26 years. Her Bachelor of Science degree in Education is from South Dakota State University.




Wednesday, October 23, 2019

7:30 am – 8:30 am

Registration



7:30 am – 8:30 am

Exhibitors & Breakfast



8:30 am – 8:45 am

Opening Remarks



8:45 am – 9:45 am

PLENARY SESSION

Fundraising: Why the Bake Sale (And Other Half-Baked Ideas) Will Never Be Enough
Gasby Brown

Plenary Session Details

Description:

With religious giving experiencing a steady decline as part of the charitable giving pie, what should we keep as top of mind fundraising strategies and tactics as we continue to provide valuable programs and services? M. Gasby Brown will present excerpts from her book, Business of a Spiritual Matter: What All Leaders of Faith-Based Nonprofits Should Know.

Learning Objectives:

  • Best practices in Fundraising —What Is your fundraising vision in faith-based fundraising?
  • Know Thy Donor —Are you keeping up with changing demographics?
  • Strengthen Your Case for Support —from Blah Blah Blah to Yes! Yes! Yes!
  • Steps to Building a Culture of Philanthropy —Where does it start?

Speaker Bio:

Gasby BrownM. Gasby Brown is the Founder & CEO of the Have Faith Institute (HFI), and has an unparalleled passion for the non-profit industry. After experiencing the privilege of working with thousands of nonprofit organizations, philanthropists and leaders she is crystal clear that regardless of your faith, every nonprofit leader must have faith. Faith in donors. Faith in the mission. Faith in themselves. She believes that philanthropists must have faith that their gifts will be well managed and make a difference.

Her work and impact are testaments to her strong belief in the need for good philanthropic practices. As Executive Consultant of The Gasby Group, Inc. (TGG), a subsidiary of HFI, the firm is a full-service strategic fundraising, communications, and organizational effectiveness powerhouse with an impressive list of clients whom Gasby has helped to raise hundreds of millions of dollars.

Brown is a faculty member of the prestigious The Fund Raising School (TFRS) at Indiana University’s Lilly Family School of Philanthropy where she has taught for more than a decade. Her teaching experience ranges from Managing the Capital Campaign, Developing Major Gifts, Annual Sustainability, Principles & Techniques of Fundraising to Fundraising for Small Non- Profits. She has shared her strategic thinking and expertise with fundraising professionals, executives, and board members nationally and internationally. She is also an adjunct faculty member at the Lake Institute on Faith & Giving for their Executive Certificate in Religious Fundraising (ECRF).

Gasby has authored several books: Business of a Spiritual Matter: What All Leaders of Faith-Based Nonprofits Should Know, Art of Praise, 7 Fatal Flaws of Non-Profit Boards and How to Fix Them, and The Seven Qualities of Capital Campaign Success. Her latest book project is Think Like a Non-Profit; Act Like a Business to be released in 2020.

Brown has made her mark as an executive at national organizations such as Greenpeace, National Urban League and the Washington National Opera, bringing innovative and strategic programs that have remained in place to this day.

As a former reporter for Fox Television’s WNYW in New York City, where she was a Financial Correspondent for "The McCreary Report" and General Assignment Reporter, her stories were nominated for several awards. She was also the New York Correspondent for BET, interviewing the top names in the entertainment industry. Gasby is a sought-after speaker, lecturer, facilitator and thought leader.

She holds a Master in Public Administration (MPA) degree from Harvard University’s Kennedy School where she specialized in Communications Management. She conducted advanced research in new communications technology at MIT and actively participated in its renowned Media Lab.

Gasby is also an accomplished and prolific visual artist represented by the Carlos Reid Gallery in New York City. Her work graces the offices and homes of celebrities, corporate and religious leaders, and art collectors. She serves on the board of the Institute for Policy & Understanding (ISPU) in Washington, DC where she is a member of the Governance and Development Committees, and is on the National Advisory Council of Kids Hope USA in Grand Rapids, Michigan. Additionally, Gasby is a national board advisor to the Harvard Debate Council’s Diversity Project in Atlanta, Georgia. For more information go to havefaithinstitute.com



9:45 am – 10:15 am

Break with Exhibitors



10:15 am – 11:15 am

BREAKOUT SERIES A

A1. Gifts that Appeal to Baby Boomers
Mark Ladendorf

A1 Session Details

Description:

The Baby Boomer generation will dominate gift planning prospect lists for the next two decades. The good news is that this generation is large and wealthy. Yet working with Boomers also brings challenges. Will they respond to gift planning marketing that has worked in the past? Will they find traditional gift planning approaches effective and establish gifts that previous generations have? This session will explore the planned gifts that are likely to appeal most to Boomers, assets Boomers are likely to give, and how charities can position themselves to take advantage of gift planning opportunities.

Learning Objectives:

  1. Learn about what makes Baby Boomers different from earlier generations and how those differences affect gift planning strategies.
  2. Discuss gifts that are most likely to appeal to Baby Boomers and why.
  3. Consider the assets that Boomers have in abundance that can fund substantial gifts for your institution.
  4. Explore options such as blended gifts that allow a donor to solve multiple objectives and make an even larger gift commitment than they thought possible.

Speaker Bio:

Mark LadendorfPrior to joining TIAA Kaspick in 2008, Mark Ladendorf was President and CEO of The Lutheran Hour Ministries Foundation and Director of Advancement for Lutheran Hour Ministries in St. Louis, MO. He has over 25 years of experience in gift planning and fundraising management. He has served on the national board of the Association of Lutheran Development Executives and as co-chair of the 2007 International Educational Conference. Mr. Ladendorf received a BA in Economics and International Studies from American University, Washington, DC and an MA from Washington University, St. Louis, MO.


A2. Business of a Spiritual Matter - Major Gifts in Faith-Based Fundraising
Gasby Brown

A2 Session Details

Description:

There are fundraising methods in faith-based giving that need to be tossed and trashed. What are they? How do you make the transition? How do you prevent your organization’s fundraising approaches from becoming obsolete?

Learning Objectives

The New and Improved Paradigm of Faith-Based Giving: Throw the Old One Out!

Speaker Bio:

Gasby BrownM. Gasby Brown is the Founder & CEO of the Have Faith Institute (HFI), and has an unparalleled passion for the non-profit industry. After experiencing the privilege of working with thousands of nonprofit organizations, philanthropists and leaders she is crystal clear that regardless of your faith, every nonprofit leader must have faith. Faith in donors. Faith in the mission. Faith in themselves. She believes that philanthropists must have faith that their gifts will be well managed and make a difference.

Her work and impact are testaments to her strong belief in the need for good philanthropic practices. As Executive Consultant of The Gasby Group, Inc. (TGG), a subsidiary of HFI, the firm is a full-service strategic fundraising, communications, and organizational effectiveness powerhouse with an impressive list of clients whom Gasby has helped to raise hundreds of millions of dollars.

Brown is a faculty member of the prestigious The Fund Raising School (TFRS) at Indiana University’s Lilly Family School of Philanthropy where she has taught for more than a decade. Her teaching experience ranges from Managing the Capital Campaign, Developing Major Gifts, Annual Sustainability, Principles & Techniques of Fundraising to Fundraising for Small Non- Profits. She has shared her strategic thinking and expertise with fundraising professionals, executives, and board members nationally and internationally. She is also an adjunct faculty member at the Lake Institute on Faith & Giving for their Executive Certificate in Religious Fundraising (ECRF).

Gasby has authored several books: Business of a Spiritual Matter: What All Leaders of Faith-Based Nonprofits Should Know, Art of Praise, 7 Fatal Flaws of Non-Profit Boards and How to Fix Them, and The Seven Qualities of Capital Campaign Success. Her latest book project is Think Like a Non-Profit; Act Like a Business to be released in 2020.

Brown has made her mark as an executive at national organizations such as Greenpeace, National Urban League and the Washington National Opera, bringing innovative and strategic programs that have remained in place to this day.

As a former reporter for Fox Television’s WNYW in New York City, where she was a Financial Correspondent for "The McCreary Report" and General Assignment Reporter, her stories were nominated for several awards. She was also the New York Correspondent for BET, interviewing the top names in the entertainment industry. Gasby is a sought-after speaker, lecturer, facilitator and thought leader.

She holds a Master in Public Administration (MPA) degree from Harvard University’s Kennedy School where she specialized in Communications Management. She conducted advanced research in new communications technology at MIT and actively participated in its renowned Media Lab.

Gasby is also an accomplished and prolific visual artist represented by the Carlos Reid Gallery in New York City. Her work graces the offices and homes of celebrities, corporate and religious leaders, and art collectors. She serves on the board of the Institute for Policy & Understanding (ISPU) in Washington, DC where she is a member of the Governance and Development Committees, and is on the National Advisory Council of Kids Hope USA in Grand Rapids, Michigan. Additionally, Gasby is a national board advisor to the Harvard Debate Council’s Diversity Project in Atlanta, Georgia. For more information go to havefaithinstitute.com


A3. The Relevance of Probate for Charitable Beneficiaries
Fredrick Weber

A3 Session Details

Description:

The process of death-related administration of estates and trusts can be daunting for charitable beneficiaries. While touching briefly on the broader topic of death-related administration for charitable beneficiaries, this presentation will focus primarily on the relevance of the probate process when charitable beneficiaries are in the mix. We will briefly explore the history of probate in advance of a more detailed examination of the probate process and probate avoidance, and the significance of that history and these concepts for charitable beneficiaries. Specifically, we will explore the impact of a formal probate proceeding on charitable interests, and look at some of the ways in which the probate process can be used as both a sword and a shield for the protection of charitable beneficiaries. We will also examine some real-life situations involving the probate of estates that include charitable legacies, and we will discuss some of the pros and cons of formal probate proceedings for charitable beneficiaries.

Learning Objectives:

  1. Gain a better understanding of the process of death-related administration, with a specific focus on the probate process as it relates to charitable beneficiaries.
  2. Improve the interaction between planned giving professionals and the executors, personal representatives, trustees and other fiduciaries responsible for the delivery of their charitable legacies following a death.
  3. Increased knowledge of the rights and responsibilities of charitable beneficiaries in death-related administration of estates and trusts that will involve a probate proceeding.

Speaker Bio:

Fred WeberFred leads the Central Region Estate Settlement Services team at Northern Trust Company, which handles death-related administration of estates and trusts when Northern Trust acts as fiduciary for clients who have died. Before he became a professional fiduciary, Fred practiced law as a trust and estate attorney, and he worked as a planned giving officer for a large charity. Before law school, Fred worked for the late U.S. Senator Paul D. Wellstone (D-MN). A frequent speaker, Fred has presented for the American College of Trust and Estate Counsel, the Chicago Estate Planning Council and the National Association of Charitable Gift Planners, and he developed and taught a course on post-death administration at John Marshall Law School. Fred received his B.A. from the University of Minnesota and his J.D. from DePaul University.


A4. Click or Skip? What Words Work Best with Donors in Planned Giving Marketing?
Claudine Donikian

A4 Session Details

Description:

With e-mail engagement data, we know what percentage, how many, and exactly who is opening e-mails and clicking through on headlines. But what is it about the e-mail subject line or headline that is driving donors to want to click and read more? Alternatively, what keeps them from clicking to read more? The findings to be presented will answer these questions and are based on a Pentera research study of client data spanning several years that looks at thousands of clients, thousands of e-mails, and tens of thousands of headlines, words, and phrases. We will delve into planned giving marketing messages and discover what factors increase or decrease engagement - that is, what marketing messages make donors want to read more. We will also propose how to use engagement metrics to boost your cultivation efforts.

Learning Objectives:

  1. What makes people click?
  2. What makes them engage with e-mail?
  3. How do words effect click-through rates?"

Speaker Bio:

Claudine DonikianClaudine A. Donikian, JD, MBA, is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera's clients on their marketing strategy and execution. One of Claudine's professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the National Association of Charitable Gift Planners (CGP). Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent. Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children's Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.



11:15 am – 12:15 pm

Lunch



11:15 am – 12:15 pm

Lunch Workshop #1: Allied Profession Orientation and Workshop
Alex Bakkum

*Pre-Registration required, no additional cost. Limited spots available.

Workshop Details

Description:

Together or separate, the lunch workshops are designed to either develop or refine your Allied Advisor Strategy. This will include an outline structure that will allow you to make it your own, work with your organization’s unique situation, and give you a jumping off point.

Learning Objectives:

  • Why have this strategy?
  • Identify and Understand Advisors Sectors
  • Clarify Role on Virtual Team
  • How to identify Advisors via internal and publicly available information
  • Provide initial orientation and guide for creating an Allied Advisor Strategy (covered in depth in Day 2)

Speaker Bio:

Alex BakkumAs Director of the Center for Family Philanthropy, Alex works exclusively with nonprofit organizations, private foundations, and individual philanthropists. Prior to joining U.S. Bank Alex gained extensive experience assisting nonprofit organizations address their strategic resource and planning issues, private foundations form and realize their missions and visions, and individual philanthropists fully express their values. He also has direct experience working for nonprofit organizations including, the RiverKeepers, St. John's University, and College Possible.



12:15 pm – 12:45 pm

Annual Meeting



12:45 pm – 1:45 pm

PLENARY SESSION

Think. Execute. Win. Business Fundamentals to Drive Your Success
Walter Bond

Plenary Session Details

Description:

Successful business is very similar to a successful sports team. Like sports, business operates by a few basic fundamentals. Do you know what they are? Do you know what fundamentals you must master that will get you to the next level? Being fundamentally sound means you master everything there is in your profession so you can pay attention to every detail in your business and industry. You take criticism and use it to your advantage. You know your competition and you don’t stop no matter what. Competition in today’s marketplace is fierce. That’s why your daily execution of business fundamentals is key to your success. Walter teaches strategies to boost confidence, create buy in, engagement and ultimately accountability. Bottom line is…You have to MASTER the Fundamentals.

Mindset – You have to visualize your wins and be mentally tough to overcome change and setbacks. How have you set your intentions?

Continuous Improvement – Pro-athletes have an off-season, why not you? Success requires a commitment to reinventing yourself, your brand and your organization continuously. There’s no time to get stale. Commit to getting….Bigger…Stronger… Faster.

Take Control – Be an impact player. Go the extra mile to create success.

Strategy – What’s the game plan and are you following it?

Learning Objectives:

  • Discover the fundamentals for success that work in business, and non-profit organizations, too
  • Learn proven strategies to help you execute important fundamentals in the non-profit arena
  • Recognize how to create your personal game plan for action

Speaker Bio:

Walter BondWalter Bond made it to the NBA, but he didn’t stop there. Where many would consider a career with the Utah Jazz, Detroit Pistons and Dallas Mavericks some of life’s greatest achievements, Walter saw it as a jumping off point. A catalyst that launched him into what he was made to do. His experience on and off the court prepared him for a thriving career in business coaching, mentorship, and public speaking.

His journey to the NBA was not an easy one, but instead of seeing obstacles, Walter saw opportunity. While some may have complained about being on the bench as a college basketball player, Walter used it as an opportunity to hone in on the fundamentals every team needs to be successful. It is this mind shift, these simple yet powerful concepts, that has allowed Walter to reach massive audiences, long after his days on the court were over.

Walter weaves both inspirational anecdotes and action steps together in his engaging storytelling style and commands the audience with confidence. Walter’s relentless commitment to helping get entrepreneurs, business leaders, sales teams and eager employees to the next level is what sets him apart from the rest.

Walter is far more than a former NBA player. He is a renowned business coach, an author, a high-profile speaker, a business owner, a father, a husband and a friend. He is a breath of fresh air for businesses across the country that are eager to get to the next level.



1:45 pm – 2:15 pm

Break with Exhibitors



2:15 pm – 3:15 pm

BREAKOUT SERIES B

B1. TEAMWORK: Success is a Team Sport
Walter Bond

B1 Session Details

Description:

Walter Bond’s words on teamwork strike at the very core of what it means to come together for the collective good. Success is a Team Sport empowers your team to not just be better, but to be the best: You know the saying, there is No “I” in Team. Well today you will learn your “I” truly matters. Be ready to learn how your natural abilities can impact any environment you are in. We need your “I” to impact your team.

Engagement – Each employee will be committed to being impact players as well as building momentum together.

Alignment – By creating 100% employee buy-in you can guarantee laser focus on the collective good.

Winning Culture – Foster an environment where every action makes a difference while holding their teammates accountable to themselves and to their work.

Learning Objectives:

  • Discover how to empower your team to maximize their personal impact for overall momentum
  • Learn the best practices at discovering each one of your teammates superpowers
  • Consider how to create an environment that supports powerful accountability

Speaker Bio:

Walter BondWalter Bond made it to the NBA, but he didn’t stop there. Where many would consider a career with the Utah Jazz, Detroit Pistons and Dallas Mavericks some of life’s greatest achievements, Walter saw it as a jumping off point. A catalyst that launched him into what he was made to do. His experience on and off the court prepared him for a thriving career in business coaching, mentorship, and public speaking.

His journey to the NBA was not an easy one, but instead of seeing obstacles, Walter saw opportunity. While some may have complained about being on the bench as a college basketball player, Walter used it as an opportunity to hone in on the fundamentals every team needs to be successful. It is this mind shift, these simple yet powerful concepts, that has allowed Walter to reach massive audiences, long after his days on the court were over.

Walter weaves both inspirational anecdotes and action steps together in his engaging storytelling style and commands the audience with confidence. Walter’s relentless commitment to helping get entrepreneurs, business leaders, sales teams and eager employees to the next level is what sets him apart from the rest.

Walter is far more than a former NBA player. He is a renowned business coach, an author, a high-profile speaker, a business owner, a father, a husband and a friend. He is a breath of fresh air for businesses across the country that are eager to get to the next level.


B2. Understanding Impact: The Anatomy of a Benefit-Cost Analysis
Andrew Dayton

B2 Session Details

Description:

Companies around the world are reshaping industries by leveraging the full power of data, research, and predictive analytics. Can these tools be leveraged to reshape philanthropy? Join the founder and CEO of the Constellation Fund, Andrew Dayton, to learn how his organization and its support network of researchers and economists are conducting careful benefit-cost analyses to help drive decisions and measure impact in the fight against poverty in the Twin Cities.

Learning Objectives:

  • The difference between a social return on investment (SROI) and a private return on investment (PROI) and why the Constellation Fund is focused on using the latter.
  • The importance of a counterfactual, the benchmark against which to compare philanthropic outcomes, which is almost always missing in philanthropy but is key to isolating the actual impact being created by a poverty-fighting intervention.
  • How peer-reviewed research, local demographic information, and data from nonprofits can be modeled together to create benefit-cost analyses to point funders toward the most impactful interventions, much like Google Maps points drivers toward the fastest routes.

Speaker Bio:

Andrew DaytonAndrew Dayton is the founder and CEO of the Constellation Fund, a Minneapolis-based grantmaking organization created to fight poverty by raising the living standards of individuals living below the poverty line. Constellation uses data, research, and predictive analytics to identify, fund, and partner with the people and organizations making the biggest demonstrable impacts in the fight against poverty in the Twin Cities. He is also a co-founder and co-owner of North Corp, an award-winning retail and hospitality group.

Andrew previously served as the Deputy Legislative Director to former San Francisco Mayor Edwin M. Lee, leading the San Francisco's state and federal policy and budgetary priorities in Sacramento and Washington D.C. He sits on the board of directors of Rockefeller Philanthropy Advisors -- a New York-based nonprofit organization working to help donors create thoughtful, effective philanthropy throughout the globe -- and The Minneapolis Foundation, one of the first community foundations in the world. Andrew received a B.A. in History from Yale University, and a J.D. from the University of Michigan Law School.


B3. Where's the Toolkit When I Need it? Finding and Using Strategies and Tools to Maintain and Repair Gifts Gone Bad
Sheryl Morrison, JD, FCEP

B3 Session Details

Description:

This session will identify various common ways that the administration and management of gifts by nonprofits can go wrong, whether those gifts are restricted gifts, charitable trusts, pledges or just gifts of unique assets. Based on many years of experience in helping nonprofits manage and repair gifts where the administration has gotten off track or presents issues for the nonprofit, we will explore some useful strategies and solutions, including modification of gifts and trusts, curing erroneous trust distributions, evaluating and managing unique assets, managing difficult donors, auditing and accepting estate gifts, and prevention through appropriate design and drafting of acceptance policies, gift agreements and trusts.

Learning Objectives:

  • Attendees will learn how gift administration issues can arise with various types of gifts they receive and manage.
  • Attendees will learn about ways that common gift administration problems can be addressed and resolved.
  • Attendees will learn ways that gift administration problems can be avoided through implementation of gift acceptance policies and processes and careful design and drafting of gift agreements and trusts.

Speaker Bio:

Sheryl MorrisonSheryl Morrison, JD, FCEP, Gray Plant Mooty Law Firm

For over 30 years, Sheryl Morrison has focused her practice in the areas of estate and wealth planning, transfer tax strategies, business succession planning, estate and trust administration, and charitable giving and nonprofit organizations. She helps clients accomplish their objectives for management, protection, and preservation of their wealth through strategies that minimize taxes and promote effective family management of assets, including wills, revocable and irrevocable trusts, generation skipping planning, charitable trusts and corporations, and various grantor trusts (QPRTs, GRATs, IDGTs). She advises clients about the many issues affecting the operation of their trusts, estates, and businesses.

Sheryl’s practice also focuses on philanthropy through creating, qualification, and administration of nonprofit and tax-exempt entities, as well as counseling higher education institutions, health care organizations, and other charities about their charitable gift acquisition programs and administration practices.



3:15 pm – 3:45 pm

Break with Exhibitors



3:45 pm – 4:45 pm

PLENARY SESSION

Finding Stars and Connecting Dots: An Evidence-Driven Approach to Poverty Alleviation
Andrew Dayton

Plenary Session Details

Description:

Despite being named the most generous state in America, Minnesota is home to some of the country's worst socioeconomic disparities. What's behind this troubling juxtaposition, and how can our philanthropic community get better results from its generosity? The Constellation Fund was founded to help answer these questions, leveraging the full power of data, research, and predictive analytics to find, fund, and scale the most impactful poverty-fighting organizations in the Twin Cities. Join Andrew Dayton, Constellation's Founder and CEO, for a presentation on the organization's vision for and progress toward an evidence-driven approach to poverty alleviation in our community.

Learning Objectives:

  • The key disconnects between our community's philanthropic approach to poverty alleviation and the pressing needs of the organizations and individuals working tirelessly to address these challenges in the Twin Cities.
  • How peer-reviewed research, local demographic information, and output and cost data from nonprofits can be used to build benefit-cost analyses, which, when paired with careful qualitative evaluations, can point funders toward the poverty-fighting organizations having the largest demonstrable impacts.
  • The power of predictive analytics to lead us toward better outcomes in the realm of poverty alleviation, and how this information can — and has in other cities — serve as fuel for policymakers to scale impactful poverty-fighting interventions.

Speaker Bio:

Andrew DaytonAndrew Dayton is the founder and CEO of the Constellation Fund, a Minneapolis-based grantmaking organization created to fight poverty by raising the living standards of individuals living below the poverty line. Constellation uses data, research, and predictive analytics to identify, fund, and partner with the people and organizations making the biggest demonstrable impacts in the fight against poverty in the Twin Cities. He is also a co-founder and co-owner of North Corp, an award-winning retail and hospitality group.

Andrew previously served as the Deputy Legislative Director to former San Francisco Mayor Edwin M. Lee, leading the San Francisco's state and federal policy and budgetary priorities in Sacramento and Washington D.C. He sits on the board of directors of Rockefeller Philanthropy Advisors -- a New York-based nonprofit organization working to help donors create thoughtful, effective philanthropy throughout the globe -- and The Minneapolis Foundation, one of the first community foundations in the world. Andrew received a B.A. in History from Yale University, and a J.D. from the University of Michigan Law School.



5:00 pm – 6:00 pm

Networking Reception




Thursday, October 24, 2019

7:30 am – 8:30 am

Registration



7:30 am – 8:30 am

Exhibitors & Breakfast



8:30 am – 9:30 am

PLENARY SESSION

There is No Such Thing as a Prospect
Ross Levin, CFP

Plenary Session Details

Description:

There is no such thing as a prospect. When we turn people into objects - donors, prospects, clients - we change our relationships from personal to transactional. Starting with a fundamental belief that everyone matters (yes, even ourselves) can help us overcome discouragement and make every interaction impactful. Let’s figure out together how we can better develop relationships.

Learning Objectives:

  • Identify ways to approach relationships that lead to meaningful and personal interaction rather than merely transactional
  • Gain a better understanding of how to bring positive meaning to our interactions
  • Learn from our shared experiences how to build strong, positive, personal relationships

Speaker Bio:

Ross LevinRoss Levin is the Chief Executive Officer and Founder of Accredited Investors Wealth Management®. His book, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Mr. Levin’s groundbreaking Wealth Management Index™ tool. His third book, Spend Your Life Wisely®: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Mr. Levin launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Star Tribune and Financial Advisor magazine and a sought after speaker on financial matters.

Mr. Levin is a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Washington D.C. He received a BSB from the University of Minnesota, and is a nationally recognized expert in wealth management, appearing in numerous publications, including: The Wall Street Journal, Business Week, Fortune, The New York Times, Newsweek, Barron’s, Money Magazine, as well as on television and radio shows nationally, such as NBC Nightly News, Oprah, CBS This Morning, and American Public Media’s Marketplace Money. He was named one of the top financial planners nationally by Barron’s, Money Magazine, Worth Magazine, Mutual Funds Magazine, and Medical Economics. He has been featured in numerous books. He was named by Financial Planning magazine as one of the five most influential people in financial planning and received their first lifetime achievement award. Investment Advisor magazine named him one of the thirty most influential individuals in and around the advisory profession over the last thirty years, and he was selected by Minnesota Business Magazine for The (Real) Power 50 Award. He was the first recipient of the Financial Planning Association’s Heart of Financial Planning Award.

Mr. Levin served as Chairman of the International Association for Financial Planning, which is now the FPA. He also has served on the Board of Governors for the CFP Board of Standards in Denver, Colorado.

He and his wife live in Minneapolis and enjoy hearing about the graduate school experiences of their twin daughters.



9:30 am – 10:00 am

Break with Exhibitors



10:00 am – 11:00 am

BREAKOUT SERIES C

C1. Crystal Clear Communications Through Story
Casey Fuerst

C1 Session Details

Description:

A crystal clear message - website, print, email and in-person donor calls - is absolutely critical to getting what you are asking for. This is especially true in planned giving - where your job is to talk about two very uncomfortable topics - death and money. When you are too vague or the information you share is cluttered and hard to understand, your audience is going to check out. You must quickly and clearly communicate who you are, what problem you solve for them and easy-to-understand steps to get to the solution. This workshop will give you the "StoryBrand" formula for building your communications and walk you through easy steps to building your elevator speech. You'll walk away with immediate, easy-to-implement tools to improve your materials and presentations. Whether you are new to your job or a high-level executive, what you learn here WILL help you improve - your impact, your bottom line and your clarity. Reference: Building a StoryBrand, by Donald Miller.

Learning Objectives:

  1. Identify donors as the hero of the story.
  2. Clearly define what problem are helping their donor solve.
  3. Name a simple process by which the donor can engage with them.

Speaker Bio:

Casey FuerstCasey Fuerst has worked with nonprofits and small businesses to give them the messaging, strategic marketing plans and collateral materials to support their work for 20+ years. For 18 of those 20+ years, she served as the Director/Marketing & Leadership Development at Nebraska Lutheran Outdoor Ministries. Casey is a certified StoryBrand Guide and uses this framework to create marketing messaging, plans and collateral to increase impact and grow business. Casey owns and provides lead consultation for Tic Tac Toe Marketing.


C2. Effectively Working With Your Board
Ross Levin, CFP

C2 Session Details

Description:

What is needed for staffs and boards to effectively work together? Be prepared to bring your own stories of what has worked and hasn’t for an interactive session around how organizations can improve their effectiveness. Here’s a hint: we can only manage ourselves so we will be paying attention to what gets triggered in these dynamics and how best to handle it.

Learning Objectives:

  • Discover the fundamental ingredients that help staffs and boards work together for best results
  • How we can bring our best to the unique dynamics of staff/board relationships
  • Discussion of best practices we’ve seen used effectively

Speaker Bio:

Ross LevinRoss Levin is the Chief Executive Officer and Founder of Accredited Investors Wealth Management®. His book, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Mr. Levin’s groundbreaking Wealth Management Index™ tool. His third book, Spend Your Life Wisely®: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Mr. Levin launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Star Tribune and Financial Advisor magazine and a sought after speaker on financial matters.

Mr. Levin is a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Washington D.C. He received a BSB from the University of Minnesota, and is a nationally recognized expert in wealth management, appearing in numerous publications, including: The Wall Street Journal, Business Week, Fortune, The New York Times, Newsweek, Barron’s, Money Magazine, as well as on television and radio shows nationally, such as NBC Nightly News, Oprah, CBS This Morning, and American Public Media’s Marketplace Money. He was named one of the top financial planners nationally by Barron’s, Money Magazine, Worth Magazine, Mutual Funds Magazine, and Medical Economics. He has been featured in numerous books. He was named by Financial Planning magazine as one of the five most influential people in financial planning and received their first lifetime achievement award. Investment Advisor magazine named him one of the thirty most influential individuals in and around the advisory profession over the last thirty years, and he was selected by Minnesota Business Magazine for The (Real) Power 50 Award. He was the first recipient of the Financial Planning Association’s Heart of Financial Planning Award.

Mr. Levin served as Chairman of the International Association for Financial Planning, which is now the FPA. He also has served on the Board of Governors for the CFP Board of Standards in Denver, Colorado.

He and his wife live in Minneapolis and enjoy hearing about the graduate school experiences of their twin daughters.

C3. Cues and Clues: What Prospects Are Telling You, and What You Need to Say
Pamela Jones Davidson, JD, FCEP

C3 Session Details

Description:

Donors will tell you everything you need to know—if you only listen. They tell you they how low CD rates are, how they must take required minimum distributions, how certain assets like real estate are increasingly difficult to manage, that they want to sell an asset that has appreciated but oh, those taxes! This session will identify many of those impediments to giving and the family situations prospects are telling you about, and provide a script for your response then and there, in real time, suggesting the outline of gift ideas that could address those concerns. The majority of gift plans are simple and repeatable, greatly enhanced if we respond to the many cues and clues prospects continually offer us, to suggest practical, ethical ideas. This session will enable you to respond in real time to what your prospects tell you, to move the gift consideration process in a positive and progressive direction.

Learning Objectives:

  • Learn to be present in conversations and recognize when donors are sharing their impediments to giving.
  • Develop talking points to be tailored in real time to outline gift ideas that address donor concerns.
  • Become better versed in donor benefits of charitable gift plans.

Speaker Bio:

Pamela Jones DavidsonPamela Jones Davidson, J.D., is President of DAVIDSON GIFT DESIGN, Bloomington, Indiana, a consulting firm specializing in gift planning, planned giving program design and implementation, and training. She is also a Senior Vice President for THOMPSON & ASSOCIATES, offering estate planning services to nonprofits; she has earned its FCEP designation. Before forming her own company in 1999, she was a charitable gift planner and consultant for three years with Laura Hansen Dean and Associates, Indianapolis, Indiana. From 1985 through 1996, she was with Indiana University Foundation, leaving that organization as its Executive Director of Planned Giving and Associate Counsel, and quadrupling its planned gift expectancies under her directorship.

Ms. Davidson received her undergraduate degree from Indiana University in 1975, and graduated magna cum laude and top 10% from the Indiana University School of Law at Indianapolis in 1979. She has previously been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, and later practiced business, corporate and probate law with an Indianapolis law firm before joining the nonprofit sector in 1985.

Ms. Davidson was the 1999 President of the National Committee on Planned Giving (formerly the Partnership for Philanthropic Planning, “PPP,” now the National Association of Charitable Gift Planners, “NACGP”), and served NCPG in various capacities during her six years on the Board, in 1995 as Education Chair, in 1996 as Secretary, and as President Elect in 1998. She served as NCPG’s 2000 Nominating Committee Chair and as a past member and chair of its Ethics Committee. She is a member of NACGP’s Leadership Institute, and in 2018, was inducted (its second class) into its Hall of Fame.

Ms. Davidson has been on the Editorial Board of the Planned Giving Design Center, and has served as faculty of The College of William and Mary National Planned Giving Institute. She is a past board member and past treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, Association of Fundraising Professionals, “AFP”), and is a past board member and president of the Planned Giving Group of Indiana. She is a past president of the Network of Career Women, and a Leadership Bloomington alumna, and has served on many local nonprofit Boards. She is on the Board of her local WFHB Community Radio and on the donor development committee of Middle Way House, her community’s nationally recognized women’s shelter. She serves on the Community Advisory Boards of both her local public radio and television stations, and is a member of APTS (America’s Public Television Stations) (Lay) Leadership Council.

Ms. Davidson over her long career has made countless presentations throughout Indiana and nationally to development professionals, planned giving councils, estate and tax attorneys, accountants and financial planners, and to prospects and donors about gift planning and charitable giving techniques. She is known for her motivational and empowering messages stated in practical and pragmatic terms about gift planning advantages and options that can benefit individuals, families and valued charities all, the “how to do what you want to do” essential ingredient.


C4. The Perfect Match: Annual Gifts + Bequests. And let's "frost the cake" with other planned gifts for success!
Sandra Henningsen, CGPA; Tom Glass

C4 Session Details

Description:

Every nonprofit focuses on annual gifts, a high priority. The challenge is always keeping annual gifts in pace with budget needs. Creative approaches and marketing new giving opportunities to donors that match their needs bring successes. Those checks, outright gifts of assets and credit card gifts are critical. Let's look for frosting to the cake. Let's engage our annual givers in ways to also include bequests for our nonprofits in their estate plans. Is the potential for IRA Rollover gifts and IRA beneficiary gifts being overlooked at your organization? Are additional planned gifts being presented to your donors to benefit their loved ones and your mission? A targeted case study from St. Catherine University will be presented by their leadership. Let's keep our philanthropy in practice. Let's explore together!

Learning Objectives:

  1. Realize the potential of annual gifts encouraging bequests and bequests encouraging annual gifts.
  2. Evaluate their development initiative to include and prioritize gifting options.
  3. Add creative marketing strategies for their donor contacts.

Speaker Bios:

Sandra HenningsenSandra Henningsen, CGPA, Assistant Vice President for Crescendo Interactive, oversees GiftLegacy Planned Giving eMarketing services. She mentors charities in establishing planned giving websites and marketing planned gifts using the branded website, eNewsletters, social media and royalty-free literature. She speaks and teaches seminars in the area of eMarketing and gift planning. She has presented at MPGC, CASE International, AFP International, AHP International, CPGR, GHPGC, ALDE, CLA and various Regional Conferences. Sandra has been part of the Crescendo staff for over 26 years. Her Bachelor of Science degree in Education is from South Dakota State University.

Tom GlassTom Glass is a Senior Major and Planned Giving Officer at St. Catherine University. Prior to joining St. Catherine University in 2017, he was the Director of Planned Giving at the University of St. Thomas. Tom was a partner in the financial services firm of Deegan & Glass, LLC. The firm provided specialized wealth management and estate planning for affluent individuals and corporations. He is a frequent speaker on charitable planning and family wealth management. Tom has extensive experience serving in a leadership capacity on many nonprofit boards. He is currently serving on the Edina Tax Referendum Committee, the Social Justice Board at St. Patrick’s Church in Edina, and the Board of Directors for the Minnesota Planned Giving Council, where he also serves on the Program and Education committees. A native of Saint Paul, Minnesota, Tom resides with his wife CoCo and four children in Edina, Minnesota.



11:00 am – 11:30 am

Break with Exhibitors



11:30 am – 12:30 pm

PLENARY SESSION

What I Wish I Had Known
Pamela Jones Davidson, JD, FCEP

Plenary Session Details

Description:

This session covers life lessons from over 30 years in this profession, a pivotal time when gift planning went national. An evolution from an early emphasis on vehicles and technical knowledge to a burgeoning interest in the profession, to the entry of many related professionals into gift planning, and now to application and life stage gifts emphasizing donor benefits, where the emphasis should have always been. Common missteps like forgetting to work internally to educate colleagues about gift planning, not listening to donors, and not partaking of your local planned giving council and NACGP will also be covered.

Learning Objectives:

You’ve identified Allied Advisors, so now what?

  • Acknowledge and avoid common missteps in gift planning.
  • Ensure adherence to ethical and best practices in this work.
  • Learn how to best continue to hone your skill set, Learn ethically on the job with real donors and real scenarios, and utilize the Model Standards of Practice for the Charitable gift Planner.

Speaker Bio:

Pamela JonesPamela Jones Davidson, J.D., is President of DAVIDSON GIFT DESIGN, Bloomington, Indiana, a consulting firm specializing in gift planning, planned giving program design and implementation, and training. She is also a Senior Vice President for THOMPSON & ASSOCIATES, offering estate planning services to nonprofits; she has earned its FCEP designation. Before forming her own company in 1999, she was a charitable gift planner and consultant for three years with Laura Hansen Dean and Associates, Indianapolis, Indiana. From 1985 through 1996, she was with Indiana University Foundation, leaving that organization as its Executive Director of Planned Giving and Associate Counsel, and quadrupling its planned gift expectancies under her directorship.

Ms. Davidson received her undergraduate degree from Indiana University in 1975, and graduated magna cum laude and top 10% from the Indiana University School of Law at Indianapolis in 1979. She has previously been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, and later practiced business, corporate and probate law with an Indianapolis law firm before joining the nonprofit sector in 1985.

Ms. Davidson was the 1999 President of the National Committee on Planned Giving (formerly the Partnership for Philanthropic Planning, “PPP,” now the National Association of Charitable Gift Planners, “NACGP”), and served NCPG in various capacities during her six years on the Board, in 1995 as Education Chair, in 1996 as Secretary, and as President Elect in 1998. She served as NCPG’s 2000 Nominating Committee Chair and as a past member and chair of its Ethics Committee. She is a member of NACGP’s Leadership Institute, and in 2018, was inducted (its second class) into its Hall of Fame.

Ms. Davidson has been on the Editorial Board of the Planned Giving Design Center, and has served as faculty of The College of William and Mary National Planned Giving Institute. She is a past board member and past treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, Association of Fundraising Professionals, “AFP”), and is a past board member and president of the Planned Giving Group of Indiana. She is a past president of the Network of Career Women, and a Leadership Bloomington alumna, and has served on many local nonprofit Boards. She is on the Board of her local WFHB Community Radio and on the donor development committee of Middle Way House, her community’s nationally recognized women’s shelter. She serves on the Community Advisory Boards of both her local public radio and television stations, and is a member of APTS (America’s Public Television Stations) (Lay) Leadership Council.

Ms. Davidson over her long career has made countless presentations throughout Indiana and nationally to development professionals, planned giving councils, estate and tax attorneys, accountants and financial planners, and to prospects and donors about gift planning and charitable giving techniques. She is known for her motivational and empowering messages stated in practical and pragmatic terms about gift planning advantages and options that can benefit individuals, families and valued charities all, the “how to do what you want to do” essential ingredient.



12:30 pm – 12:45 pm

Clinton A. Schroeder Distinguished Service Award Presentation



12:45 pm – 1:45 pm

Lunch



12:45 pm – 1:45 pm

Lunch Workshop Session #2: Energizing your Allied Advisors
Alex Bakkum

*Pre-registration required, no additional cost. Limited spots available

Workshop Details

Description:

Together or separate, the lunch workshops are designed to either develop or refine your Allied Advisor Strategy. This will include an outline structure that will allow you to make it your own, work with your organization’s unique situation, and give you a jumping off point.

Learning Objectives:

You’ve identified Allied Advisors, so now what?

  • Differentiate between fun Advisors and productive Advisors
  • Identify and Categorize Advisor
  • Case statement building
  • Define Follow-ups

Speaker Bio:

Alex BakkumAs Director of the Center for Family Philanthropy, he works exclusively with nonprofit organizations, private foundations, and individual philanthropists. Prior to joining U.S. Bank Alex gained extensive experience assisting nonprofit organizations address their strategic resource and planning issues, private foundations form and realize their missions and visions, and individual philanthropists fully express their values. He also has direct experience working for nonprofit organizations including, the RiverKeepers, St. John's University, and College Possible.



1:45 pm – 2:45 pm

BREAKOUT SERIES D

D1. Make Your Case: How to Create a Compelling Case Statement From Scratch
Andrew McIlree, CFRE; Nicole Hines

D1 Session Details

Description:

This presentation will describe how to create a case statement to champion an organization's mission and its philanthropic objectives.

Learning Objectives:

  1. Outline a case statement for support
  2. Effectively gather facts, figures, examples and stories from subject matter experts
  3. Efficiently design, draft and write a case statement

Speaker Bios:

Andrew McIlreeAndrew has more than 10 years of experience in fundraising, strategic communication and project management. He has held major and planned gift fundraising positions in health care, higher education and social services. Andrew holds a master's degree in organizational leadership from St. Catherine University and is a member Certified Fund Raising Executive (CFRE) International. He has an undergraduate degree from St. Norbert College. He has been a contributing writer to various publications, including the Star Tribune. Additionally, he has served as a source for The Atlantic on national service and social justice.



Andrew McIlreeNicki has more than 15 years of experience in fundraising, program development and project management. She has held corporate, major and planned gift fundraising positions in health care, higher education and social service. Nicki holds a master's degree in organizational leadership from St. Catherine University and an undergraduate degree in sociology from University of Wisconsin-Madison.


D2. Lead From Where You Are: Managing Yourself and Your Career
Shanna Hocking, CFRE

D2 Session Details

Description:

What does a fulfilling career in advancement look like and how can you create one for yourself? Learn strategies to advance your career, including using your strengths, expanding your network, cultivating mentors, and dealing with change. Hear what has worked well (and what hasn’t) on one senior leader’s career journey in the profession, and have a chance to ask questions to develop your own pathway. This session will be helpful to newcomers who are just starting in the field, as well as more experienced professionals who want to reenergize their careers.

Learning Objectives:

  • Identify strategies to advance your career
  • Discover how to avoid potential career pitfalls
  • Learn from the shared experience of others in the field during the interactive Q&A

Speaker Bio:

Shanna HockingShanna Hocking is the Associate Vice President, Individual Giving at the Children’s Hospital of Philadelphia, providing strategic leadership and direction to a team of 30+ across annual, major, planned, principal, and international giving. Previously, Shanna was the Senior Director of Major and Planned Gifts at the Wharton School at the University of Pennsylvania, where she led the major and planned gifts program, and served as a senior fundraiser for the institution, engaging alumni primarily in New York City and London. In addition, she developed and directed Wharton Women in Leadership, an initiative to engage senior executive alumnae as volunteer and philanthropic leaders with the School. Shanna also co-taught the Penn Professional Practices in Development series for all major gifts fundraising staff at Penn. She previously worked in development at The University of Alabama, Duke University, and the Jewish Theological Seminary. Over her career, Shanna has personally solicited and closed more than $75 million.

Shanna frequently speaks and writes on leadership, fundraising and career development. She has been published on Fast Company, The Huffington Post, Career Contessa, Forbes, and Motherly. Shanna’s expertise has been featured in the Harvard Business Review.

Shanna is the Faculty Chair for the Council for the Advancement and Support of Education (CASE) Management Institute. She served as an adjunct lecturer in the Certificate for Nonprofit Management program at Johns Hopkins University, and guest lectures annually in the Nonprofit Leadership program at the University of Pennsylvania.

Shanna received a B.A. in Psychology from Columbia University and a B.A. in Modern Jewish Studies from the Jewish Theological Seminary. She is a Certified Fund Raising Executive (CFRE).


D3. Beyond the Basics: The Advantages (and Limitations) of Donor-Advised Funds
Eric Joranson, JD

D3 Session Details

Description:

Donor-advised funds hold $110 billion in charitable assets and are the fastest-growing charitable giving vehicle - but why? Eric Joranson, Senior Director for Advanced Strategies for the country's largest independent donor-advised fund charitable sponsor, will offer insights into how and why donors choose donor-advised funds, when they use another vehicle and what these trends mean for gift planners.

Learning Objectives:

  1. Understand the explosive growth of donor-advised funds over the past decade - what drove it and where is it headed?
  2. Answer how and why donors choose DAFs - what are typical DAF donor behaviors; when is it most advantageous for donors to choose a DAF and when can they use it with another giving vehicle?
  3. Share case studies that underscore how gift planners can work with donors to secure DAF dollars using complex assets to fund philanthropy, common succession planning issues with giving vehicles, etc.

Speaker Bio:

Eric JoransonEric Joranson, JD is the Senior Director of Advanced Strategies for National Philanthropic Trust, the nation's largest independent donor-advised fund sponsor. Eric is based in Minneapolis, Minnesota. He is a former practicing attorney with 12 years of combined experience in advanced philanthropic planning and law practice. Eric has extensive technical experience with donor-advised funds, private foundations, split-interest trusts, gifts of complex assets (e.g., privately held stock, real estate and other illiquid interests), investing gift proceeds in alternative and private investments, specialized grantmaking services, and legacy planning.


D4. Understanding the Major Trends That Are Impacting Donors Today... and Tomorrow!
Nathan Stelter

D4 Session Details

Description:

It's no surprise that the growth of the planned giving industry has largely been on the backs of the silent generation donor. However, today's planned giving donor looks a lot different than the ones that many of us have come to know over the years. Today's planned giving donor "and their expectations” have not only been shaped by the generational shift from matures to boomers, but also the advancement of technology and an evolution in how society views nonprofits. This presentation will explore the socioeconomic changes that are impacting how donors approach their planned gift decisions and what that means for your marketing. We'll look into how advancement in technology and broader access to information is blowing up our traditional donor pyramid. And we'll review research that's showing us a shift in the societal view of nonprofits and how it's impacting the donor decision-making process.

Learning Objectives:

  1. The self-directed consumer (donor) and how to adjust your marketing strategy to meet them where they are.
  2. How the donor journey is transforming and what you must do to engage donors within the new donor vortex model.
  3. Why a targeted and integrated marketing strategy is critical to connecting with donors throughout their decision-making process.

Speaker Bio:

Nathan StelterNathan Stelter is vice president for The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. The Stelter Company, which was founded in 1962, currently partners with more than 1,500 organizations nationally with a staff of over 100 individuals. While Nathan wears many hats at Stelter, his primary concentrations and passions include overseeing Stelter's consulting and marketing teams while working with his amazing leadership team to forge the way with new research, new innovations and smarter ways for charities to raise planned gifts.



2:45 pm – 3:15 pm

Break with Exhibitors



3:15 pm – 4:15 pm

PLENARY SESSION

Why Stewarding Your Employees is the Key to Your Fundraising Success
Shanna Hocking, CFRE

Plenary Session Details

Description:

Fundraising organizations invest in stewardship to show gratitude to donors. What if I told you that investing in your employees is your most important stewardship strategy to achieve future fundraising success? Through case studies and real life examples, this presentation will share ways (that don’t require extensive additional resources) to make employees feel valued individually and collectively. You will leave this session with new strategies for employee appreciation and retention in your development organization.

Speaker Bio:

Shanna HockingShanna Hocking is the Associate Vice President, Individual Giving at the Children’s Hospital of Philadelphia, providing strategic leadership and direction to a team of 30+ across annual, major, planned, principal, and international giving. Previously, Shanna was the Senior Director of Major and Planned Gifts at the Wharton School at the University of Pennsylvania, where she led the major and planned gifts program, and served as a senior fundraiser for the institution, engaging alumni primarily in New York City and London. In addition, she developed and directed Wharton Women in Leadership, an initiative to engage senior executive alumnae as volunteer and philanthropic leaders with the School. Shanna also co-taught the Penn Professional Practices in Development series for all major gifts fundraising staff at Penn. She previously worked in development at The University of Alabama, Duke University, and the Jewish Theological Seminary. Over her career, Shanna has personally solicited and closed more than $75 million.

Shanna frequently speaks and writes on leadership, fundraising and career development. She has been published on Fast Company, The Huffington Post, Career Contessa, Forbes, and Motherly. Shanna’s expertise has been featured in the Harvard Business Review.

Shanna is the Faculty Chair for the Council for the Advancement and Support of Education (CASE) Management Institute. She served as an adjunct lecturer in the Certificate for Nonprofit Management program at Johns Hopkins University, and guest lectures annually in the Nonprofit Leadership program at the University of Pennsylvania.

Shanna received a B.A. in Psychology from Columbia University and a B.A. in Modern Jewish Studies from the Jewish Theological Seminary. She is a Certified Fund Raising Executive (CFRE).



4:15 pm

Adjourn



more Calendar

3/18/2020
MPGC March 2020 Breakfast Meeting & Education Program

Premier Annual Sponsor

MIF

Benefiting Sponsor

Crescendo

Supporting Sponsors

Charitable Services

Charitable Services

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