Building Toward the Future

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A New Day for Gift Planning

Schedule

  • Monday - September 13, 2021

  The Language of Gift Planning Major and Blended Gifts Donor Cultivation Tools of the Trade Top Marketing Tips From the Trenches
8:30-8:50 Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome Opening Welcome
9:00-10:15 72-Hour Planned Giving Program
(Judith Smith)
Introverts Unite!
(V. Arora, A. Meacham, M. Taylor-Siegel)
Creating a Joyful Giver
(Marcy Heim)
Motivating Donors
(J. Rich, C. Schultz)
Top Marketing Tips - Colleges and Universities
(E. Ayers, B. Daniel)
Making the Case
(J. McIlroy, N. Looney)
10:15-10:45 Break Break Break Break Break Break
10:45-12:00 72-Hour Planned Giving Program
(Judith Smith)
Introverts Unite!
(V. Arora, A. Meacham, M. Taylor-Siegel)
Creating a Joyful Giver
(Marcy Heim)
Motivating Donors
(J. Rich, C. Schultz)
Top Marketing Tips - Colleges and Universities
(E. Ayers, B. Daniel)
Making the Case
(J. McIlroy, N. Looney)
12:00-1:30 Lunch / Marcy Heim Lunch / Marcy Heim Lunch / Marcy Heim Lunch / Marcy Heim Lunch / Marcy Heim Lunch / Marcy Heim
1:30-2:45 Navigating Planned Gift Conversations
(Jason James Shuba)
Winning Scripts Become Big Gifts!
(C. Dealy, M. Linker)
Increasing Diversity in Planned Giving Programs
(Lori Kranczer)
Spreading Goodness in Greater Nebraska
(E. Sulzle, S. Henningsen)
Top Marketing Tips - Medical Centers
(N. Lawrence, A. Ragone)
Revocable to Irrevocable Conversion
(Phil Purcell)
2:45-3:15 Break Break Break Break Break Break
3:15-4:30 Navigating Planned Gift Conversations
(Jason James Shuba)
Winning Scripts Become Big Gifts!
(C. Dealy, M. Linker)
Increasing Diversity in Planned Giving Programs
(Lori Kranczer)
Spreading Goodness in Greater Nebraska
(E. Sulzle, S. Henningsen)
Top Marketing Tips - Medical Centers
(N. Lawrence, A. Ragone)
Revocable to Irrevocable Conversion
(Phil Purcell)
4:30-5:30 Reception Reception Reception Reception Reception Reception

The Language of Gift Planning

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - 72-Hour Planned Giving Program (Judith Smith)
  • 10:15-10:45 - Break
  • 10:45-12:00 - 72-Hour Planned Giving Program (Judith Smith)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Navigating Planned Gift Conversations (Jason James Shuba)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Navigating Planned Gift Conversations (Jason James Shuba)
  • 4:30-5:30 - Reception

Major and Blended Gifts

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Introverts Unite! (Vinney Arora, Ann-Marie Meacham, Matthew Taylor-Siegel)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Introverts Unite! (Vinney Arora, Ann-Marie Meacham, Matthew Taylor-Siegel)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Winning Scripts Become Big Gifts! (Colleen Dealy, Mitch Linker)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Winning Scripts Become Big Gifts! (Colleen Dealy, Mitch Linker)
  • 4:30-5:30 - Reception

Donor Cultivation

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Creating a Joyful Giver (Marcy Heim)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Creating a Joyful Giver (Marcy Heim)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Increasing Diversity in Planned Giving Programs (Lori Kranczer)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Increasing Diversity in Planned Giving Programs (Lori Kranczer)
  • 4:30-5:30 - Reception

Tools of the Trade

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Motivating Donors (Jon Rich, Charles Schultz)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Motivating Donors (Jon Rich, Charles Schultz)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Spreading Goodness in Greater Nebraska (Emily Sulzle, Sandra Henningsen)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Spreading Goodness in Greater Nebraska (Emily Sulzle, Sandra Henningsen)
  • 4:30-5:30 - Reception

Top Marketing Tips

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Top Marketing Tips - Colleges and Universities (Elizabeth Ayers, Bree Daniel)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Top Marketing Tips - Colleges and Universities (Elizabeth Ayers, Bree Daniel)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Top Marketing Tips - Medical Centers (Nicola Lawrence, Andy Ragone)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Top Marketing Tips - Medical Centers (Nicola Lawrence, Andy Ragone)
  • 4:30-5:30 - Reception

From the Trenches

  • 8:30-8:50 - Opening Welcome
  • 9:00-10:15 - Making the Case (Jill McIlroy, Nathan Looney)
  • 10:15-10:45 - Break
  • 10:45-12:00 - Making the Case (Jill McIlroy, Nathan Looney)
  • 12:00-1:30 - Lunch / Marcy Heim
  • 1:30-2:45 - Revocable to Irrevocable Conversion (Phil Purcell)
  • 2:45-3:15 - Break
  • 3:15-4:30 - Revocable to Irrevocable Conversion (Phil Purcell)
  • 4:30-5:30 - Reception
  • Tuesday - September 14, 2021

  The Language of Gift Planning Major and Blended Gifts Donor Cultivation Tools of the Trade Top Marketing Tips From the Trenches
8:30-9:45 Planned Giving Lessons from Broadway
(Joseph Thiegs)
Giving Trends Looking Forward from COVID-19
(Kristen Schultz Jaarda, Panel)
Then, Now & Some Things Never Change
(Monica Mattioli)
Accepting Real Estate Gifts
(M. Wynn, J. Holzer White)
Top Marketing Tips - Social Service Organizations
(D. Disend, M. O'Neill)
Pathway to Philanthropist
(L. Souza, L. Padron)
9:45-10:15 Break Break Break Break Break Break
10:15-11:30 Planned Giving Lessons from Broadway
(Joseph Thiegs)
Giving Trends Looking Forward from COVID-19
(Kristen Schultz Jaarda, Panel)
Then, Now & Some Things Never Change
(Monica Mattioli)
Accepting Real Estate Gifts
(M. Wynn, J. Holzer White)
Top Marketing Tips - Social Service Organizations
(D. Disend, M. O'Neill)
Pathway to Philanthropist
(L. Souza, L. Padron)
11:30-1:00 Lunch / Monica Mattioli Lunch / Monica Mattioli Lunch / Monica Mattioli Lunch / Monica Mattioli Lunch / Monica Mattioli Lunch / Monica Mattioli
1:00-2:15 CGP Standards
(B. Bigelow, C. Kolmerten, S. Jolly, D. Jackson)
Winning Equation for Blended Gifts
(H. Hnat, G. Orser)
Giving Across the Generations
(Laura Linder)
There's More to the Story
(Kyle Daniels)
Top Marketing Tips - Faith-Based Organizations
(J. Nohelty, S. Walker)
3-Tier Estate Gift Planning
(Marc Littlecott)
2:15-2:45 Break Break Break Break Break Break
2:45-4:00 CGP Standards
(B. Bigelow, C. Kolmerten, S. Jolly, D. Jackson)
Winning Equation for Blended Gifts
(H. Hnat, G. Orser)
Giving Across the Generations
(Laura Linder)
There's More to the Story
(Kyle Daniels)
Top Marketing Tips - Faith-Based Organizations
(J. Nohelty, S. Walker)
3-Tier Estate Gift Planning
(Marc Littlecott)

The Language of Gift Planning

  • 8:30-9:45 - Planned Giving Lessons from Broadway (Joseph Thiegs)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Planned Giving Lessons from Broadway (Joseph Thiegs)
  • 11:30-1:00 - Lunch / Monica Mattioli
  • 1:00-2:15 - CGP Standards (Bruce Bigelow, Carol Kolmerten, Scott Jolly, David Jackson)
  • 2:15-2:45 - Break
  • 2:45-4:00 - CGP Standards (Bruce Bigelow, Carol Kolmerten, Scott Jolly, David Jackson)

Major and Blended Gifts

  • 8:30-9:45 - Giving Trends Looking Forward from COVID-19 (Kristen Schultz Jaarda, Panel)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Giving Trends Looking Forward from COVID-19 (Kristen Schultz Jaarda, Panel)
  • 11:30-1:00 - Lunch / Monica Mattioli
  • 1:00-2:15 - Winning Equation for Blended Gifts (Hope Hnat, Gail Orser)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Winning Equation for Blended Gifts (Hope Hnat, Gail Orser)

Donor Cultivation

  • 8:30-9:45 - Then, Now & Some Things Never Change (Monica Mattioli)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Then, Now & Some Things Never Change (Monica Mattioli)
  • 11:30-1:00 - Lunch / Monica Mattioli
  • 1:00-2:15 - Giving Across the Generations (Laura Linder)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Giving Across the Generations (Laura Linder)

Tools of the Trade

  • 8:30-9:45 - Accepting Real Estate Gifts (Michael Wynn, Jamie Holzer White)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Accepting Real Estate Gifts (Michael Wynn, Jamie Holzer White)
  • 11:30-1:00 - Lunch / Monica Mattioli
  • 1:00-2:15 - There's More to the Story (Kyle Daniels)
  • 2:15-2:45 - Break
  • 2:45-4:00 - There's More to the Story (Kyle Daniels)

Top Marketing Tips

  • 8:30-9:45 - Top Marketing Tips - Social Service Organizations (David Disend, Matt O'Neill)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Top Marketing Tips - Social Service Organizations (David Disend, Matt O'Neill)
  • 11:30-1:00 - Lunch / Monica Mattioli
  • 1:00-2:15 - Top Marketing Tips - Faith-Based Organizations (Jenny Nohelty, Steven Walker)
  • 2:15-2:45 - Break
  • 2:45-4:00 - Top Marketing Tips - Faith-Based Organizations (Jenny Nohelty, Steven Walker)

From the Trenches

  • 8:30-9:45 - Pathway to Philanthropist (Livia Souza, Laura Padron)
  • 9:45-10:15 - Break
  • 10:15-11:30 - Pathway to Philanthropist (Livia Souza, Laura Padron)
  • 11:30-1:00 - Lunch / Monica Mattioli
  • 1:00-2:15 - 3-Tier Estate Gift Planning (Marc Littlecott)
  • 2:15-2:45 - Break
  • 2:45-4:00 - 3-Tier Estate Gift Planning (Marc Littlecott)
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