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Workshop-Breakout-Round Tables [clear filter]
Monday, October 10


From Walking To Running: Developing an Intentional Planned Giving Program

 This session will cover:

▪         Data Base

  1. Direct Mail measurements:  data base attributes to consider
  2. Finding the sweet spots
  3. Monitoring trends                  

 ▪         Marketing

  1. Right brain/left brain skills:  know your stuff (and know what you don’t know)
  2. Planned Giving newsletters:  how to get them read
  3. Gift Annuities:  beginning a program without institutional risk
  4. Acknowledgement letter brochures: make them your own and save a bundle
  5. Planned Giving web pages:  cost, what to feature, how to feature, updating content and measuring success
  6. Cross marketing:  how direct mail, email and the web can work hand-in-hand
  7. Affinity marketing
  8. The power of the testimonial
  9. The power of creating a personal/professional identity
  10. Developing successful conversion programs for planned giving leads
  11. The Planned Giving Society:  does a donor care?

▪         Internal

  1. Policies and procedures
  2. Working with the finance officer and the direct mail manager
  3. Why planned and major gifts need to play in the same sandbox

 ▪         Visits

  1. Who and how often
  2. How to get in the door
  3. Involving the CEO

 ▪         The Future of Planned Giving

  1. How the field has changed in the last 20 years
  2. External competition
  3. Addressing demographic shifts
  4. Staying current with legislation

▪         Resources

  1. Building a planned giving library
  2. ACGA, PPP, NCDC and local councils
  3. The use of consultants

avatar for Amanda Eberhart

Amanda Eberhart

Director of Development, Sisters of St. Francis

avatar for Daniel Pritchard

Daniel Pritchard

Director, Planned & Major Gifts, Society of the Little Flower
Dan Pritchard is the Director of Planned and Major Gifts for the Society of the Little Flower.  With over 20 years of experience, he has written numerous articles on a wide range of topics in the field, has served as chair of the National Catholic Development Conference’s planned... Read More →

Monday October 10, 2016 10:45am - 11:45am
Baltimore 2


Five Common Misconceptions of Planned Giving
One of the greatest misconceptions about planned giving is that it is difficult. Understanding that gift planning is as much a marketing challenge as it is a product-knowledge exercise is just one of the breakthrough concepts presented in this enlightening session. Every nonprofit organization can, and should, have a healthy and active planned giving program that encourages donors to make larger gifts today, as well as in the future, and this workshop will get you there.

1. Gain an in-depth knowledge of the most common planned giving strategies (hint: not all planned gifts are deferred gifts)
2. Know how to develop marketing strategies to effectively promote planned giving
3. Learn how to effectively ask for and track planned gifts


Linda Sroka

Director of Development, Sisters of Mercy - NyPPaW

avatar for Daniel Neel

Daniel Neel

President, The Fundraising Resource Group
Daniel Neel, president of The Fundraising Resource Group, has more than 28 years of professional fundraising and financial services experience. He has designed, directed and led fundraising programs that have significantly increased operational funding and provided over half a billion... Read More →
avatar for Ted Sudol

Ted Sudol

Managing Director, Carter
Working with a diverse array of clients, Ted Sudol taps cross-disciplinary experiences in philanthropy & fundraising as a consultant, practitioner, lawyer, and executive in the voluntary, public and private sectors.  Currently Managing Director at Carter, he draws on his roles in... Read More →

Monday October 10, 2016 10:45am - 11:45pm
Annapolis 4


Partnership for Mission: The Role of Community Foundations Today

Today’s community foundations are about mission in both traditional and exciting, new ways.

In this session, participants will come to a better understanding of the meaning and purpose of community foundations and how their institutes, agencies and organizations can partner with a community foundation to help advance their mission, their development efforts and their ministries.

 Both a foundation and a charitable institute will talk about the benefits of partnership and offer concrete examples of how these partnerships are making a difference in Catholic philanthropy.

avatar for Sarah Hanley

Sarah Hanley

Executive Director, The Catholic Foundation of Greater Philadelphia
Sarah is the Executive Director of The Catholic Foundation of Greater Philadelphia (CFGP).  She leads CFGP’s Mission Advancement Services (MAS) development consulting division and is responsible for the Catholic Charities Appeal for the Archdiocese of Philadelphia, the St Charles... Read More →
avatar for Chad McEachern

Chad McEachern

President and CEO, Edmundite Missions
 Exciting. Experienced. Engaged. Just a few of the words used by many to describe the ministry of Chad McEachern, President & C.E.O. of the Edmundite Missions. At the Edmundite Missions, Chad provides oversight, vision, and management to all aspects of the organization. He ensures... Read More →
avatar for Daniel Medinger

Daniel Medinger

Corporate Secretary, Board of Trustees, The National Catholic Community Foundation
Daniel Medinger is a Trustee of the National Catholic Community Foundation, currently serving as its corporate secretary. He is also chair of the Communications Council for NCCF.He is president of Advertising Media Plus, a full service media, communications and development firm that... Read More →
avatar for Edward Robinson

Edward Robinson

President, The National Catholic Community Foundation
Mr. Robinson is president of the National Catholic Community Foundation since 1997.Throughout his career, Mr. Robinson has been active in philanthropy and charitable service. With over 40 years of experience in Catholic philanthropy, he has been an active member of the Raskob Foundation... Read More →

Monday October 10, 2016 1:45pm - 2:45pm
Annapolis 4
Tuesday, October 11


ACGA BEST PRACTICES-From a Donor's Perspective

This presentation is designed to address the issue of donors having confidence in your Charitable Gift Annuity program because of the “best practices” you use in marketing, gift development, administration and stewardship.  Also highlighted is a new section on “Managing the Financial Liability of your Gift Annuity Program” with a special pass out on that topic.  Exciting new and up to the minute information will also be provided on HB 5171-THE LEGACY IRA and how you and your organization can help make it a reality.  This exciting session promises to prepare you and your organization to offer the very best in a Charitable Gift Annuity program.

avatar for Lisa Quist

Lisa Quist

Manager of Gift Planning, Maryknoll Fathers and Brothers

avatar for Lindsay Lapole, CFRE

Lindsay Lapole, CFRE

President and Chariman of the Board, American Council on Gift Annuities
Mr. Lapole is a native of West Virginia and a graduate of Marshall University in Huntington, West Virginia.  Lindsay began his career in fund raising and with the Boy Scouts of America in 1969 in Louisville, KY.  During that time, he was responsible for the recruitment, training... Read More →

Tuesday October 11, 2016 10:15am - 11:15am
Annapolis 4


Getting All That You Are Due-- Collecting Estate Gifts After The Donor Moves On
Maximizing bequest revenue is not just about getting the donor to put you in her will.

This session will focus on practical aspects of estate administration from the charity’s perspective. Learn practical tips & suggestions to get results from reluctant or slow moving executors. Understand how to ask questions that will give you the right answers. Hear about steps you can take that will help eliminate problems from the start.  A systematic, proactive approach will speed up & increase collection results, along with the resulting revenue. Problematic estate questions will be addressed.

1. Understand the financial risks inherent in a reactive, passive or non-systematic approach to collecting estate gifts too common at many charities.
2. How to obtain critical information from executors to properly assess potential & focus your efforts to maximize estate gift revenue
3. Understand the critical steps should be taken to maximize estate revenue, including how to address unhappy or difficult relatives.

avatar for Becky Johnston

Becky Johnston

Development Associate, Trinity Missions

avatar for John Jensen, CFP

John Jensen, CFP

Senior VP & Consultant, Sharpe Group
            John Jensen is SVP & Senior Consultant for Sharpe Group, based in Washington D.C. With over 35 years of fundraising experience, John works with charitable organizations in Washington and across the country to design and implement effective charitable gift planning... Read More →

Tuesday October 11, 2016 1:45pm - 2:45pm
Annapolis 4


You Don't Need to Learn Armenian to "Get" Planned Giving
Your prospects should not have to learn another language to “get” planned giving. In a world where your average prospect is inundated with over 3500 marketing messages a day, the secret to getting your message heard is to make it simple.   
Don’t just simplify. Oversimplify.
Viken will show you how to talk with your prospects about planned gifts in simple, everyday language. He’ll showcase real-world examples and give punchy phrases and elevator pitches you can start using right away. He’ll tell you which simple gifts to pursue first and how to start talking with donors.

Learn how to communicate about essential planned giving vehicles
Learn where 95% of all planned gifts come from
Take away marketing examples to inspire you
Find out which planned gifts offer the best ROI


Sr. Jude Ruggeri, ASCJ

Development Assistant, Apostles of the Sacred Heart of Jesus

avatar for Viken Mikaelian

Viken Mikaelian

CEO, PlannedGiving.com
Viken Mikaelian was the first to bring planned giving to the Internet in 1999. Since then, his firm PlannedGiving.com has helped over 1,200 nonprofits get their planned giving programs online. Many people make a living by complicating planned giving. Viken makes his by keeping it... Read More →

Tuesday October 11, 2016 3:15pm - 4:15pm
Annapolis 4