Monday - September 18, 2023
| Motivating Your Donors | Mastering the Fundamentals | Marketing Strategy | Successful Programs | Major Gifts | Technical Track | |
| 8:30-8:50 | Opening Welcome | Opening Welcome | Opening Welcome | Opening Welcome | Opening Welcome | Opening Welcome |
| 9:00-10:15 | Every Donor Has A Story (Jon Rich) |
The Gift Annuity Wave (Kristen Jaarda) |
How to Talk About Wealth (Dr. Russell James) |
Capturing 7-Figure Planned Gifts (Arzie Stephens) |
Add $1M to Your Major Gifts in Five Steps (Dr. Viv Ewing) |
An Easy Way to Learn About Planned Giving (Deborah Kaplan Polivy) |
| 10:15-10:45 | Break | Break | Break | Break | Break | Break |
| 10:45-12:00 | Every Donor Has A Story (Jon Rich) |
The Gift Annuity Wave (Kristen Jaarda) |
How to Talk About Wealth (Dr. Russell James) |
Capturing 7-Figure Planned Gifts (Arzie Stephens) |
Add $1M to Your Major Gifts in Five Steps (Dr. Viv Ewing) |
An Easy Way to Learn About Planned Giving (Deborah Kaplan Polivy) |
| 12:00-1:30 | Lunch & Keynote / Dr. Russell James | Lunch & Keynote / Dr. Russell James | Lunch & Keynote / Dr. Russell James | Lunch & Keynote / Dr. Russell James | Lunch & Keynote / Dr. Russell James | Lunch & Keynote / Dr. Russell James |
| 1:30-2:45 | Fear-Free Donor Conversations (Maya Weil) |
SECURE-ing IRA Gifts (Jamie Holzer White, Kristine Anderson) |
Connecting With Donors (Dr. Jennifer Lehman) |
How to Raise Noncash Assets (Jackie Franey) |
High Propensity Donors (Eddie Thompson) |
Discerning Donor Motivations in Proposals (Marc Littlecott) |
| 2:45-3:15 | Break | Break | Break | Break | Break | Break |
| 3:15-4:30 | Fear-Free Donor Conversations (Maya Weil) |
SECURE-ing IRA Gifts (Jamie Holzer White, Kristine Anderson) |
Connecting With Donors (Dr. Jennifer Lehman) |
How to Raise Noncash Assets (Jackie Franey) |
High Propensity Donors (Eddie Thompson) |
Discerning Donor Motivations in Proposals (Marc Littlecott) |
| 4:30-5:30 | Reception | Reception | Reception | Reception | Reception | Reception |
Motivating Your Donors
- 8:30-8:50 - Opening Welcome
- 9:00-10:15 - Every Donor Has A Story (Jon Rich)
- 10:15-10:45 - Break
- 10:45-12:00 - Every Donor Has A Story (Jon Rich)
- 12:00-1:30 - Lunch & Keynote / Dr. Russell James
- 1:30-2:45 - Fear-Free Donor Conversations (Maya Weil)
- 2:45-3:15 - Break
- 3:15-4:30 - Fear-Free Donor Conversations (Maya Weil)
- 4:30-5:30 - Reception
Mastering the Fundamentals
- 8:30-8:50 - Opening Welcome
- 9:00-10:15 - The Gift Annuity Wave (Kristen Jaarda)
- 10:15-10:45 - Break
- 10:45-12:00 - The Gift Annuity Wave (Kristen Jaarda)
- 12:00-1:30 - Lunch & Keynote / Dr. Russell James
- 1:30-2:45 - SECURE-ing IRA Gifts (Jamie Holzer White, Kristine Anderson)
- 2:45-3:15 - Break
- 3:15-4:30 - SECURE-ing IRA Gifts (Jamie Holzer White, Kristine Anderson)
- 4:30-5:30 - Reception
Marketing Strategy
- 8:30-8:50 - Opening Welcome
- 9:00-10:15 - How to Talk About Wealth (Dr. Russell James)
- 10:15-10:45 - Break
- 10:45-12:00 - How to Talk About Wealth (Dr. Russell James)
- 12:00-1:30 - Lunch & Keynote / Dr. Russell James
- 1:30-2:45 - Connecting With Donors (Dr. Jennifer Lehman)
- 2:45-3:15 - Break
- 3:15-4:30 - Connecting With Donors (Dr. Jennifer Lehman)
- 4:30-5:30 - Reception
Successful Programs
- 8:30-8:50 - Opening Welcome
- 9:00-10:15 - Capturing 7-Figure Planned Gifts (Arzie Stephens)
- 10:15-10:45 - Break
- 10:45-12:00 - Capturing 7-Figure Planned Gifts (Arzie Stephens)
- 12:00-1:30 - Lunch & Keynote / Dr. Russell James
- 1:30-2:45 - How to Raise Noncash Assets (Jackie Franey)
- 2:45-3:15 - Break
- 3:15-4:30 - How to Raise Noncash Assets (Jackie Franey)
- 4:30-5:30 - Reception
Major Gifts
- 8:30-8:50 - Opening Welcome
- 9:00-10:15 - Add $1M to Your Major Gifts in Five Steps (Dr. Viv Ewing)
- 10:15-10:45 - Break
- 10:45-12:00 - Add $1M to Your Major Gifts in Five Steps (Dr. Viv Ewing)
- 12:00-1:30 - Lunch & Keynote / Dr. Russell James
- 1:30-2:45 - High Propensity Donors (Eddie Thompson)
- 2:45-3:15 - Break
- 3:15-4:30 - High Propensity Donors (Eddie Thompson)
- 4:30-5:30 - Reception
Technical Track
- 8:30-8:50 - Opening Welcome
- 9:00-10:15 - An Easy Way to Learn About Planned Giving (Deborah Kaplan Polivy)
- 10:15-10:45 - Break
- 10:45-12:00 - An Easy Way to Learn About Planned Giving (Deborah Kaplan Polivy)
- 12:00-1:30 - Lunch & Keynote / Dr. Russell James
- 1:30-2:45 - Discerning Donor Motivations in Proposals (Marc Littlecott)
- 2:45-3:15 - Break
- 3:15-4:30 - Discerning Donor Motivations in Proposals (Marc Littlecott)
- 4:30-5:30 - Reception
Tuesday - September 19, 2023
| Motivating Your Donors | Mastering the Fundamentals | Marketing Strategy | Successful Programs | Major Gifts | Technical Track | |
| 8:30-9:45 | Personalizing Philanthropy Fosters Legacy Giving (Donna Bandelloni) |
RIFT Project (Johni Hays) |
Marketing for Asset Gifts (Andy Ragone, Jill Rode) |
Brand Messaging for Colleges and Medical Centers (Charles Schultz, Nick Todd) |
Using the CORE Process to Close Major Gifts (Robert Wahlers) |
Creative CRUTs - Overview and Cases (Phil Buchanan, Paul Caspersen) |
| 9:45-10:15 | Break | Break | Break | Break | Break | Break |
| 10:15-11:30 | Personalizing Philanthropy Fosters Legacy Giving (Donna Bandelloni) |
RIFT Project (Johni Hays) |
Marketing for Asset Gifts (Andy Ragone, Jill Rode) |
Brand Messaging for Colleges and Medical Centers (Charles Schultz, Nick Todd) |
Using the CORE Process to Close Major Gifts (Robert Wahlers) |
Creative CRUTs - Overview and Cases (Phil Buchanan, Paul Caspersen) |
| 11:30-1:00 | Lunch & Keynote / Johni Hays | Lunch & Keynote / Johni Hays | Lunch & Keynote / Johni Hays | Lunch & Keynote / Johni Hays | Lunch & Keynote / Johni Hays | Lunch & Keynote / Johni Hays |
| 1:00-2:15 | Matching the Ask to the Motivation (Matt Connell) |
The Power of Mentorship (Chris Pulkrabek, Shelly Rucks) |
Marketing to Faith-Based Donors (Dale DeMarchi) |
Rethinking Planned Giving (Elizabeth Mobley) |
Five Steps for a Successful Donor Meeting (Karen Bisko) |
Giving From Family Trusts (Kirk Hoopingarner) |
| 2:15-2:45 | Break | Break | Break | Break | Break | Break |
| 2:45-4:00 | Matching the Ask to the Motivation (Matt Connell) |
The Power of Mentorship (Chris Pulkrabek, Shelly Rucks) |
Marketing to Faith-Based Donors (Dale DeMarchi) |
Rethinking Planned Giving (Elizabeth Mobley) |
Five Steps for a Successful Donor Meeting (Karen Bisko) |
Giving From Family Trusts (Kirk Hoopingarner) |
Motivating Your Donors
- 8:30-9:45 - Personalizing Philanthropy Fosters Legacy Giving (Donna Bandelloni)
- 9:45-10:15 - Break
- 10:15-11:30 - Personalizing Philanthropy Fosters Legacy Giving (Donna Bandelloni)
- 11:30-1:00 - Lunch & Keynote / Johni Hays
- 1:00-2:15 - Matching the Ask to the Motivation (Matt Connell)
- 2:15-2:45 - Break
- 2:45-4:00 - Matching the Ask to the Motivation (Matt Connell)
Mastering the Fundamentals
- 8:30-9:45 - RIFT Project (Johni Hays)
- 9:45-10:15 - Break
- 10:15-11:30 - RIFT Project (Johni Hays)
- 11:30-1:00 - Lunch & Keynote / Johni Hays
- 1:00-2:15 - The Power of Mentorship (Chris Pulkrabek, Shelly Rucks)
- 2:15-2:45 - Break
- 2:45-4:00 - The Power of Mentorship (Chris Pulkrabek, Shelly Rucks)
Marketing Strategy
- 8:30-9:45 - Marketing for Asset Gifts (Andy Ragone, Jill Rode)
- 9:45-10:15 - Break
- 10:15-11:30 - Marketing for Asset Gifts (Andy Ragone, Jill Rode)
- 11:30-1:00 - Lunch & Keynote / Johni Hays
- 1:00-2:15 - Marketing to Faith-Based Donors (Dale DeMarchi)
- 2:15-2:45 - Break
- 2:45-4:00 - Marketing to Faith-Based Donors (Dale DeMarchi)
Successful Programs
- 8:30-9:45 - Brand Messaging for Colleges and Medical Centers (Charles Schultz, Nick Todd)
- 9:45-10:15 - Break
- 10:15-11:30 - Brand Messaging for Colleges and Medical Centers (Charles Schultz, Nick Todd)
- 11:30-1:00 - Lunch & Keynote / Johni Hays
- 1:00-2:15 - Rethinking Planned Giving (Elizabeth Mobley)
- 2:15-2:45 - Break
- 2:45-4:00 - Rethinking Planned Giving (Elizabeth Mobley)
Major Gifts
- 8:30-9:45 - Using the CORE Process to Close Major Gifts (Robert Wahlers)
- 9:45-10:15 - Break
- 10:15-11:30 - Using the CORE Process to Close Major Gifts (Robert Wahlers)
- 11:30-1:00 - Lunch & Keynote / Johni Hays
- 1:00-2:15 - Five Steps for a Successful Donor Meeting (Karen Bisko)
- 2:15-2:45 - Break
- 2:45-4:00 - Five Steps for a Successful Donor Meeting (Karen Bisko)
Technical Track
- 8:30-9:45 - Creative CRUTs - Overview and Cases (Phil Buchanan, Paul Caspersen)
- 9:45-10:15 - Break
- 10:15-11:30 - Creative CRUTs - Overview and Cases (Phil Buchanan, Paul Caspersen)
- 11:30-1:00 - Lunch & Keynote / Johni Hays
- 1:00-2:15 - Giving From Family Trusts (Kirk Hoopingarner)
- 2:15-2:45 - Break
- 2:45-4:00 - Giving From Family Trusts (Kirk Hoopingarner)
