Following are the presentation materials we have received from PG Days speakers and the program each registrant will receive onsite.
2018 Planned Giving Days Proceedings
Connect with Your Colleague
Questions to Start Gift Planning Conversations
Greg Sharkey | Senior Philanthropy Advisor – The Nature Conservancy
Who Are These Wonderful Planned Giving Donors and What Do They Do?
John Jensen | Senior Consultant and Senior Vice President – The Sharpe Group
Bequests: Who Wants to Make Them and How to Get Them
Gary Pforzheimer | President – PG Calc
The ABCs of CGAs: The Building Blocks for a Successful Program
Chris McGurn | Senior Vice President and Manager, Planned Giving – PNC Bank
Jennifer Stitely | Divisional Director of Planned Giving – The Salvation Army, National Capital & Virginia Division
Starting a Planned Giving Program: Where to Begin?
Nicole Engdahl | Vice President, Planned and Annual Giving – National Park Foundation
Donor Advised Funds through Donors’ Eyes
Carlos Byrne | Vice President and Director of Relationship Management – BNY Mellon Wealth Management
Set up for Success: Leveraging a Campaign to build meaningful donor recognition programs
Laura Gobbi | Director of Programming and Stewardship, Office of Advancement – Smithsonian Institute
Extend Your Reach: How Major Gift Officers Become Active Partners in Gift Planning Efforts
Craig Smith | Senior Consultant – John Brown Limited, Inc.
Implementing a Legacy Challenge at a Large, Multifaceted Institution
John Kendrick, CAP | Assistant Vice President, Planned Giving – The George Washington University
Courtney Tsai, JD | Director of Development, Planned Giving – The George Washington University
The Evolution of the Philanthropic Industry: Exponential Change Creates and Destroys Opportunity. Will you be ready?
Avery Tucker Fontaine | Head of Strategic Philanthropy – BNY Mellon Wealth Management
Marketing & Communications
Brand Your Planned Giving to Inspire Action
David Huffine, CFRE | VP for Advancement – St. Joseph’s Villa
Drew Melson | Director of Marketing and Communications – St. Joseph’s Villa
The Evolution of Planned Giving Marketing: Debunking 4 Common Myths
Nathan Stelter | Vice President of Business Development and Marketing – The Stelter Company
Integrated & Intergenerational Promotion Strategies
Vince Fraumeni | Founder, Principal – V.J. Fraumeni Fundraising Consultants
This session will focus on integrating multi-channel strategies for marketing planned gifts. Presentation will include focus on differing generational approaches and donor conversations.
Moves Management: Converting Planned Giving Leads to Closed Gifts
Kathy Swayze, CFRE | President & Creative Director – Impact Communications
Beckie Cairns | Deputy Director for Gift Planning – American Civil Liberties Union (ACLU)
Strategies for Successful Marketing to Professional Advisors
Phil Purcell, JD | Senior Counsel for Philanthropy – Fellowship of Catholic University Students
Planned Giving Performance Metrics: A Productive Tool for Measuring Investment and Return
Stephen P. Link | Senior Philanthropic Advisor – Georgetown University
Evelyn Morgner | Director, Planned Giving and Transformational Gift Services, Investor Relations – United Way Worldwide
Angela W. Sosdian | Executive Director, Gift Planning – The Nature Conservancy
Doug White | Philanthropic Advisor
Looking a Gift Horse in the Mouth: Dealing Effectively with Complex and Problematic Donations
Stuart Sullivan | Senior Vice President – Graham-Pelton Consulting
Coaching Skills for Advancement Leaders
Beth Herman | Consultant and Executive Coach – EBH Consulting, LLC.
Rights and Responsibilities of Charitable Beneficiaries in Death-Related Administration of Estates and Trusts
Fredrick Weber | Senior Vice President and Estate Settlement Services, Practice Lead – Northern Trust Company