Building Toward the Future

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A New Day for Gift Planning

Keynote Speakers

Marcy Heim

CEO, The Artful Asker
Consultant, Major Gift Fundraising, Board Engagement, Staff Retention/Professional Development

Biography

Monica Mattioli, MS

Director of Planned Giving, Belmont Abbey College

Biography

All Speakers

Vinney Arora

Founder, Arora Collective

Biography

Elizabeth Ayers, JD

Executive Director of Gift Planning, The University of North Carolina at Chapel Hill

Biography

Colleen Dealy

Director of Leadership Gifts, The Nightingale-Bamford School

Biography

Hope Bradley Hnat

Director of Boards and Campaign Success, The Salvation Army Eastern Territorial Headquarters

Biography

Nicola Lawrence, MSc, CAP®, CFRE®

Director of Planned Giving, Children's Health

Biography

Mitchell Linker

Senior Major Gifts Officer, The Loomis Chaffee School

Biography

Marc Littlecott, CAP®, CGPP

Director of Planned Giving, South Dakota State University Foundation

Biography

Ann-Marie Meacham

Executive Director, Menlo-Atherton Foundation for the Future

Biography

Gail Orser, CFRE®

Territorial Associate Director of Advancement, The Salvation Army Eastern Territorial Headquarters

Biography

Phil Purcell

Director of Planned Giving, The Salvation Army Central Territory

Biography

Jon Rich

Senior Director of Major and Leadership Gifts, St. Jude Children's Research Hospital - ALSAC

Biography

Jason James Shuba, JD

Director of Gift Planning, University of Illinois Foundation

Biography

Matt Taylor-Siegel

Major Gift Officer, College of Humanities & the Arts at San Jose State University

Biography

Judith A. Smith, MA, CFRE®

President, GivingSMITH

Biography

Carrie Malek-Madani

Director of Marketing and Communications, Nebraska Community Foundation

Biography

Joseph K. Thiegs, J.D., FCEP

President and Owner, Generoworks, LLC

Biography

Michael Wynn, J.D., CFP®, CAP®

Director of Planned Giving, Open Doors USA

Biography

Lori Kranczer, Esq.

Founder and CEO, Everyday Planned Giving LLC

Biography

Laura Padron

Associate Vice President, FIU Foundation, Inc.

Biography

Livia Souza

Associate Director, Estate & Planned Giving, FIU Foundation, Inc.

Biography

Kyle Daniels

Major and Planned Gifts Officer, Wabash College

Biography

Laura Linder

President & CEO, Jewish Community Partners

Biography

Steven L. Meyers

Author of "Personalized Philanthropy: Crash the Fundraising Matrix"

Biography

David Disend

Senior Director of Development of Planned Giving, CARE

Biography

Jenny Nohelty

Founder & CEO, Gift Planning Services, LLC

Biography

Charles Schultz, JD, AEP®

President and CEO, Crescendo Interactive

Biography

Kristen Schultz Jaarda, JD, LLM, CAP®

Executive Vice President, Crescendo Interactive

Biography

Sandra Henningsen, CGPA

Assistant Vice President, Crescendo Interactive

Biography

Andy Ragone, CGPA

Integrated Marketing Specialist, Crescendo Interactive

Biography

Bree Daniel

Integrated Marketing Specialist, Crescendo Interactive

Biography

Steven Walker

Integrated Marketing Specialist, Crescendo Interactive

Biography
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