May 8 Session Details
8:15 am – Keynote Session: Martha Schumacher
9:30 am – Breakout Session
Brian Bonde – I wish there was an expert I could ask…
Advanced | Leadership
There are times when senior executives would like to discuss their fundraising concerns with other experts in the field. This interactive session, led by Brian Bonde, consultant, Advanced Certified Fundraising Executive (ACFRE) and chair of the AFP US Foundation for Philanthropy, will address YOUR issues and those facing other fundraisers attending the conference. Bonde will cover best practices in governance, leadership, and philanthropy inspired by participant questions, concerns, and successes. Attendees will have a chance to submit questions before the session. Senior fundraisers, CEO’s and board members are encouraged to attend.
Annie Rhodes – Technology Strategy for Mission Achievement
Beginner | Strategic
Paul J. Strawhecker & Ryan Strawhecker – When you have done everything else, try planned giving!!!
Advanced | Planned Giving
Everyone knows integrating planned giving into your overall development program can pay many dividends. Unfortunately, many of us feel challenged by the intricacies and legalities of discussing planned gifts. This interactive session will clarify the most popular planned gifts, so you can explain them. You will feel empowered to carry on a series of discerning donor conversations to establish an ultimate gift. You will be glad you took advantage of this session!
Event Panel: Ryan Haack, Village Northwest; Kim Haiar, Lifescape Foundation; Christy Menning, McCrossan Boys Ranch
Beginner Intermediate | Annual Giving
10:30 am – Final Break with Exhibitors
11:00 am – Breakout Session
Dee Dee Raap – Leading to Achieve Great Success
Beginner Intermediate Advanced | Leadership
Service has become your best, least expensive marketing strategy…IF your clients, communities and donors experience it consistently, throughout your organization, from beginning to end, in ways that add value to them.
The side benefit? That level of strategic service creates a culture of satisfied, happy, engaged employees committed to clients and co-workers.
Today’s leaders need the tools Dee Dee offers to inspire a shared commitment to service: specific, proven strategies that will help you consistently deliver your Service Brand Promise in ways that deepen relationships, build trust and help everyone on your team to know the difference they make for the clients you serve.
Tom Simmons – Legalities with Charitable Giving
Beginner Intermediate Advanced | Planned Giving
This presentation will consider the contemporary estate and gift tax climate and the use of charitable split-interest trusts. Both tax and non-tax considerations will be outlined. Hypotheticals will be utilized to illustrate planning options.
Jessica Wells – Board & Volunteer Engagement
Beginner Intermediate | Board Development
David Hanzlick – How I Stopped Worrying and Learned to Love Special Events
Beginner Intermediate Advanced | Annual Giving
12:30 pm – Lunch & Closing Keynote Session: W. Tom Simmons