Roundtables & Networking
Event Schedule
10:30 - 11:00AM - Networking & Registration
11:00AM - 12:15PM - Roundtables
12:15 - 1:30PM - Luncheon & Networking
Roundtable Topics
Career Planning and Professional Development
Facilitated by: Michael Carver, Search Consultant, Aspen Leadership Group
Join a participant directed conversation on topics of talent management, career advancement, and professional development.
Confirming and Documenting Gift Intentions with Relational Fundraising
Facilitated by: Kara Barnes, CAP®, Senior Director of Planned Giving, American University
We will discuss research on donors who choose to include charities in their estate plans, tactics to engage these donors to ensure their gifts "stick" for their lifetime, and ways to persuasively and respectfully guide donors (and possibly their trusted advisors) to outline their gift intention with your organization's Legacy Gift Confirmation form or Memorandum of Understanding. You will leave this session with practical and strategic actions you can take to motivate, confirm, and document these meaningful gift intentions from your organization's donors
Estate Administration: The Good, the Bad, and the Ugly
Facilitated by: Patricia Wang, Executive Director of Development, Gift Planning, University of Maryland
Your organization learns it is the charitable beneficiary of a generous donor’s estate or trust. What comes next? Join this interactive roundtable on bequest administration basics, gift agreements to capture donor intent, the dreaded IRA beneficiary at death, and more. Let’s share stories of successes and challenges for the good of the group.
Marketing: What's Working in Planned Giving
Facilitated by: Sabrina Naylor, Senior Account Executive, Mal Warwick Donordigital
Is your legacy marketing running like a well-oiled machine, or are you puttering and struggling to get your marketing off the ground? Come discuss your best marketing ideas or successes, as well as your biggest marketing struggles. This will be an open exchange to ask questions, share ideas, learn from each other, and hear what we find is working with our planned giving clients at Mal Warwick Donordigital.
Metrics Roundtable
Facilitated by: Evelyn Morgner, Director, Endowment & Gift Planning Services, United Way Worldwide
There are all kinds of metrics associated with Gift Planning: programmatic metrics, metrics around realized bequests and revenue, metrics for current day fundraising activity and individual fundraiser metrics. What sort of metrics does your program track? What challenges and successes have you and your organization had around developing gift planning metrics?
New to Planned Giving
Facilitated by: Maya Weil, Gift Planning Consultant, Easy Planned Giving & Gift Planning
Specialist, Arena Stage
Are you in a small organization trying to do planned giving along with everything else? Are you new to planned giving? Connect with other fundraising and allied professionals who are new to our specialty. Share tips and tricks for learning about giving vehicles, strategies and the art and science of planned giving fundraising. Find out what resources seasoned planned giving professionals use. Learn what planned gifts to focus on in order to maximize your time investment.