2022 Conference Tracks
To be eligible for CFREs or MCLEs, attendees must attend the entire education session.
BASIC TRACK
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Day 1: 9:35 – 10:35 am
Plugging a Leaky Prospect Boat: Managing Planned Giving Prospects - Tom Horton, International Director of Gift Planning, Guide Dogs for the Blind Approved for 1 CFRE Every nonprofit, large and small, experiences leakage in their planned giving prospect pool. There are certain factors beyond our control such as staffing, budgets, geography and, yes, pandemics, that contribute to our inability to acquire, qualify, and assign every planned giving lead. Nevertheless, any nonprofit, with a few effective steps, can vastly improve prospect retention rates and increase the number who convert to planned giving donors. In this session, we'll look at Guide Dogs for the Blind's prospect management program after we streamlined our internal processes to better qualify and track prospect leads. |
Day 1: 11:05 am– 12:05 pm
Turning NO into YES through Gift Planning - Hal Abrams, Principal/Owner, Hal J. Abrams Planned Giving Consultant Approved for 1 CFRE This is an interactive presentation that would challenge the audience with 8 examples of when a donor had declined a major gift solicitation. |
Day 2: 9:00 - 10:00 am
Putting the Pieces Together - Shaping Planned Giving Success Panel Discussion with - Liz Gallegos Glynn, CFRE, Principal Consultant, Legacy Giving Group, LLC - Jean Gorman, Director of Gift Planning, Lucile Packard Foundation for Children’s Health - Jeanine Crider, Director of Planned Giving, Peninsula Open Space Trust - and David Russo, Senior Director of Planned Giving, Catholic Charities of Santa Clara County Approved for 1 CFRE The main ideas or benefits you will learn from this session are: • There are many elements of growing a gift planning program past the very basics. Each operation is different and grows at a different pace. • This session is geared for the organization that may have one person or less FTE responsible for gift planning, whose operation has a basic bequest program in place, and desires to scale or grow the gift planning program. • Hear first-hand from practitioners in what have been the success factors in operating and developing a gift planning program. • What are some of the ways to advocate and ‘upsell’ your program. • What are the specific elements to include in growing a program. |
Day 2: 10:40 - 11:40 am
Marketing Funnels, KLT, and Fully Devoted Fans - Andy Ragone, CGPP, Integrated Marketing, Crescendo Interactive and - Jill Rode, CFRE, Director of Legacy Giving, Music Academy of the West Approved for 1 CFRE Systematically making use of marketing funnels (moves management techniques) to strengthen your gift planning program. Next to your organization’s mission and your supporters, your marketing funnels should be your highest priority. Also known as Moves Management, your marketing funnels will strategically marry your organization’s mission with the needs of your supporters. |
TECHNICAL TRACK
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Day 1: 9:35 – 10:35 am
The Art of Accepting Gifts of Tangible Personal Property - Cris Lutz, Assistant Vice President of Gift Planning, The Huntington and - Amanda Kiernan Martin, Office of Gift Planning, CPMC Foundation Approved for 1 CFRE, 1 MCLE Gifts of tangible personal property, such as artwork, rare books, and manuscripts, are often meaningful, enduring, and tax efficient. Such gifts may also be more complicated than expected and require special consideration. Has the property been held long-term? Will the gift(s) be used in a manner related to the nonprofit institution's tax-exempt mission? Will the gift(s) be made during a donor's lifetime or by bequest? Join us for a lively conversation about fascinating gifts and lessons learned. |
Day 1: 11:05 am– 12:05 pm
Are You Missing Out? Gifts of Bitcoin and Other Cryptocurrencies - Rebecca Dupras, Esq., Senior Planned Giving Officer, The Rhode Island School of Design and - Kendra Onishi, Vice President for Development, Silicon Valley Community Foundation Approved for 1 MCLE With donations of cryptocurrency on the rise, is your charity prepared to handle these types of gifts (or do you even want to)? This session will cover the basics of cryptocurrency donations, including the qualified appraisal. It will also give you some guidance on how to set your charity up for a successful conversation with your donors and adding these gifts to your gift acceptance policies. |
Day 2: 9:00 - 10:00 am
Analyzing Gifts of Nonmarketable Assets - Jeffrey Davine, Partner, Mitchell Silberberg & Knupp LLP Approved for 1 MCLE Before accepting a contribution of a potentially illiquid asset, such as stock of a closely held corporation, a limited partnership interest, a limited liability company membership interest, or real property, it is important for gift planning professionals to have a checklist of tasks to complete to ensure that the gift will be one that is beneficial to the charity and will not result in any unforeseen or unpleasant "surprises." This program will provide guidance on the issues to be resolved and the steps to be taken when evaluating whether a proposed contribution of an asset that may not be immediately marketable should be accepted. |
Day 2: 10:40 - 11:40 am
Counting and Accounting of Charitable Gifts for Gift Planners and CFOs A Panel Discussion with - Liz Dollar, Partner, National Not-for-Profit Practice Leader, Moss Adams LLP - Liz Carey, Executive VP, Finance & Operations, Silicon Valley Community Foundation - Megan Guzman, Director of Planned Giving, San Francisco Symphony and - Ali Chalak, Partner, Moss Adams LLP Join Elizabeth Dollar, Liz Carey and Ali Chalak for a discussion on Counting and Accounting of Charitable Gifts for Gift Planners and CFOs. Listen in as they discuss how to book the various different kinds of assets that donors contribute, as well as provide insight on what language in a gift agreement or pledge might make an expectancy bookable, bookable with a discount, or not bookable at all. |
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KEYNOTE SESSION
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PLENARY SESSION
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Day 1: 8:30 am - 9:.25 am
How Crypto Has Inspired a New Generation of Philanthropists - Pat Duffy, Co-Founder, The Giving Block Recently named to “Forbes 30 Under 30” in the area of Social Impact, Pat Duffy and his co-founder Alex Wilson are at the forefront of creating an entirely new category - crypto philanthropy. Pat and Alex discovered a need for nonprofits to be able to tap into the new and growing crypto donor demographic. Since they created The Giving Block in 2018, Pat and Alex have turned cryptocurrency into the fastest growing donation method. Today, Pat, Alex and their team are honored to be building Crypto-Philanthropy programs for more than 1,000 nonprofits raising millions every month via 70 different cryptocurrencies, with a majority of their donors significantly younger than typical donors. Pat breaks down how crypto philanthropy is quickly inspiring a new generation of donors - from coin donation to NFT auctions. In this presentation, Pat will share with you: • How crypto philanthropy has inspired a new generation of philanthropists • How to fundraise cryptocurrency • Why it is important for nonprofits to accept crypto donations |
Day 2: 11:40 am - 12:30 pm
Philanthropic Planning with Donors of Color - Dien Yuen, Executive Director, Center for Philanthropy & Social Impact at The American College of Financial Services, - Letarik Amare, Founding Partner, Radiant Strategies, and - Hali Lee, Founding Partner, Radiant Strategies America’s communities of color are growing in political, financial, and cultural size and power. Yet, few advisors have the confidence, competence, or cultural knowledge to engage with donors of color. We dive into the recent research on high net worth donors of color, and explore their unique journeys, the issues they support, and the roles advisors and fundraisers play. |
- Details subject to change without notice.
- Registered attendees will be contacted via email and provided with a link to access presentation handouts 1-2 weeks prior to the conference.
- Please note that some handouts will be made available the day of the conference.