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) |
Donor Cultivation (Simone Joyaux) |
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) |
Donor Cultivation (Simone Joyaux) |
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 / Simone Joyaux | Lunch / Simone Joyaux | Lunch / Simone Joyaux | Lunch / Simone Joyaux | Lunch / Simone Joyaux | Lunch / Simone Joyaux |
| 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 / Simone Joyaux
- 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 / Simone Joyaux
- 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 - Donor Cultivation (Simone Joyaux)
- 10:15-10:45 - Break
- 10:45-12:00 - Donor Cultivation (Simone Joyaux)
- 12:00-1:30 - Lunch / Simone Joyaux
- 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 / Simone Joyaux
- 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 / Simone Joyaux
- 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 / Simone Joyaux
- 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) |
Surveys to Engage Your Donors Through and Beyond COVID (Kristen Schultz Jaarda, Panel) |
1876 Heritage Society Revival (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) |
Surveys to Engage Your Donors Through and Beyond COVID (Kristen Schultz Jaarda, Panel) |
1876 Heritage Society Revival (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 - Surveys to Engage Your Donors Through and Beyond COVID (Kristen Schultz Jaarda, Panel)
- 9:45-10:15 - Break
- 10:15-11:30 - Surveys to Engage Your Donors Through and Beyond COVID (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 - 1876 Heritage Society Revival (Monica Mattioli)
- 9:45-10:15 - Break
- 10:15-11:30 - 1876 Heritage Society Revival (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)
