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

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)