Roundtables & Networking
We invite you to join us Thursday morning, October 26th, for breakfast, networking, and roundtables. Following breakfast and networking, each attendee will have the opportunity to engage in two roundtable discussions, the topics are listed below.
Event Schedule
8:45 - 9:15AM - Registration, Networking & Breakfast
9:15 - 10:00AM - Roundtables (Session A)
10:00 - 10:15AM - Break
10:15 - 11:00AM - Roundtables (Session B)
Important Venue Security Information:
Due to security regulations at PNC Place, all attendees must show a photo ID in order to gain access to the facility. Attendees will be escorted from the lobby to the meeting area by PNC employees and it is possible your admittance to the meeting may be slightly delayed while waiting for an escort. We encourage attendees to arrive early for the meeting and we thank you for your patience on site.
Roundtable Topics
Bequest Administration
Facilitated by: Sara Eigenberg, JD, Deputy Director of Planned Giving Endowments, United States Holocaust Museum
Engage in a discussion regarding the ins and outs of bequest administration. We’ll be discussing best practices for managing bequests effectively, honoring the intentions of donors, as well as legal and ethical aspects of bequests. Bring your personal experiences and questions to the table for a lively discussion on this complex topic.
Legacy Societies
Facilitated by: Beth Fiencke, Director, Gift Planning Strategy and Stewardship, The Nature Conservancy
Join us for an informal conversation about legacy societies. Why have one? How do various institutions steward and engage members of their legacy society? Is it possible to leverage existing initiatives in support of legacy society stewardship? We will share tips, tricks and best practices around creating, maintaining and growing a successful legacy society.
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.
Navigating Transition & Change in Planned Giving
Facilitated by: Adam Lewis, CAP®, CFRE, Executive Director, Planned Giving, The George Washington University
Join us to discuss strategies for keeping up planned giving momentum during times of organizational transition.
New to PG: Where to Start
Facilitated by: Ann Kolakowski, CAP®, CFRE, Director of Planned Giving Services, University System of Maryland
Are you 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 to maximize your time investment.
Planned Giving & Campaigns
Facilitated by: Karen Gallardo, CAP®, CFRE, Sr. Director of Major and Planned Giving, Best Friends Animal Society, and John Kendrick, CAP®, MBA, Consultant, Michael J. Worth and Associates & Kendrick Philanthropic Consulting
In our round table, we'll be prepared to discuss:
Is your organization in, or planning to be in, a campaign soon, and do you know what role planned giving will be expected to play?
Legacy Challenge programs have facilitated significant increases in new planned giving attainment for a wide variety of organizations in a variety of settings, both inside and outside of campaigns. If your organization has been considering a Legacy Challenge, what is the barrier you need to overcome to launch/execute a program?
When to use Community Foundations
Facilitated by: Tiffanie Purvis, Esq, MPM, Senior Philanthropic Advisor & General Counsel, Greater Washington Community Foundation
During our session, we will discuss how, as gift officers, you can utilize the services of a community foundation when creating planned giving strategies for your donors, when it makes sense to contact the community foundation, and how philanthropic advisors and gift officers can collaboratively partner to create the best outcome for your donor’s charitable goals.
This program meets CAP® (re)certification requirements.