May 6 Session Details

8:15 - 9:15 a.m.     Keynote

Robert Swanson: Fundraising Success Anywhere

9:30 - 10:30 a.m.   Breakout  Sessions 

  • Travis Pearson: The Mechanics of Planned Gifts – What Tools Are Used to Make Them Actually Happen
    • This presentation will explain the various methods – tools – used to make planned gifts, explain how they work, and importantly discuss how the different tools relate to one another and how they can complement or conflict with the donor’s goals.
  • Matt Vainer: Digitial Marketing/Communications
  • Tom Borrego: Capital Campaigns
  • Monica Tiffany: Writing Without Fear
  • Shelly Prichard: Working with Your Community Foundation
    • With more than 800 community foundations in the U.S., there is bound to be one near you. While all community foundations are different, there many similarities. Join this conversation to learn about donor-advised funds, unrestricted funds controlled by the foundation, and much more. We will also discuss what a robust resource a community foundation can be for your fund-raising and non-profit management efforts. Community foundations aren’t your competition; they can be your partner.
  • Lisa Dodson: Grant Writing

10:45 - 11:45 a.m. Breakout Sessions

  • Cindy Elifrits Peterson: Capturing Donor Motivators in Your Annual Appeal
    • Hone your ability to personalize Purpose, Audience, Content, and Call to Action into every donor interaction using what motivates donors most.
  • Merritt Neil, Merrigan & Co: Triggered Communications
  • Ed Shafer & Tanja Heinen: The Value of a Development Assessment and Report
  • Katie Hatfield Gunzelman: Revamping your annual campaign
  • Paul Strawhecker: When You Have Done Everything Else, Try Planned Giving
    • Learn how to integrate a planned giving program with your development program and feel comfortable doing it without being a legal expert or planned giving guru.
  • Emma DeVos, Jona Schmidt, Jill Ruhd: The Power of the Purse, Women and Philanthropy
    • The momentum has shifted and women now play the dominant role in philanthropy. This is especially true in the realm of planned giving, as much of the current transfer of wealth is landing in women's hands. This session will explore the research and successful fundraising programs targeting women. Learn how you can tap into this trend and unleash the power of the purse.

Noon - 1:15 p.m.   Keynote

Gail Perry

1:30 - 2:30 p.m.     Breakout Sessions

  • Gail Perry
  • Matt Vuorela: Why you should always do a feasibility study before a campaign
  • Ed Shafer & Tanja Heinen: Value of Outsourcing Development/Fundraising Activities and When You Should Consider It
  • Mike Lamb: Planned Giving When That Is Not All That You Do
    • This session will provide highly practical information to help empower donors to leverage the power of their estates toward making legacy gifts that are satisfying to them and transformational to the programs they support. With minimal focus on the technical aspects of planned giving, we will emphasize: Why planned giving is important to donors and charitable beneficiaries, Identifying planned giving prospects, Donor motivation, Solutions to common donor objections, Making the planned giving “ask,” Planned giving marketing tools, Planned gift documentation and stewardship
  • Judy Frick and Betsy Redler, BoardSource consultants: Board's Role in Fundraising
  • Andy Suther and Ryan Strawhecker

3:15 - 4: 15 p.m.    Breakout Sessions

  • Matt Vainer: Digital Marketing/Communications
  • Cindy Miles: Defining your personal mission
  • Cherian Koshy: Coaching Your Fundraising Team to Excellence
  • Bonnie Bing Honeyman: Volunteer fundraising: Not always fun, but somebody has to do it
  • Lynne Wester
  • Emma DeVos, Jona Schmidt, Jill Ruhd: The 4 Rs of Major Gift Fundraising and Stewardship
    • Raising major gifts takes time, effort, and the right attitude. Fundraisers are often rushed into a major ask, only to receive a ‘no’ or a smaller than expected gift. This session will help you remember and get the most out of the 4 Rs of major gift fundraising: research, relationship building, request and recognition.

Thank You to Our Major Sponsors

  • Don and Lora Barry