Explore New Frontiers

  • Trends in Philanthropy

Speakers: Crystal Thompkins and Avery Fontaine

Philanthropy today is constantly evolving with both donors and non-profits challenging the status quo. This session will provide an overview of current philanthropic trends including how donors are choosing to make an impact with their giving; what charitable organizations are doing to address changing demographics and giving models; and opportunities for meaningful engagement at all levels of giving.

  • Successful Marketing Program Strategies

Speakers: Kristen Schultz Jaarda, Karla Aho, Pam Paterson and Tammy Wernke

Is your planned giving program vibrant and growing? Are you looking for new ways to secure bequest acknowledgements? Are you looking to grow your gift annuity program or increase the number of charitable remainder trusts with your organization as the remainder beneficiary? Have you thought about strategies to increase your total annual revenue through planned gifts? Come hear success secrets from a panel of expert planner gifts marketers. Be inspired by their ideas as you learn how to take your program to the next level.

  • I'm Peddling as Fast as I Can! How to Multiply Your Influence Without Expanding Your Staff

Speaker: Pete Sommerfeld

You love your job, you love what you are privileged to do, but there never seems to be enough time to get it all done! Add to that the fact that in the press for increased philanthropic support you are asked to do even more. As if that weren't enough, in many cases, budgetary constraints do not allow for increased expenditures to hire additional staff to meet those increasing goals. So, what do you do? How do you increase productivity without adding staff? This session will offer suggestions for answering those questions, utilizing both prepared remarks and shared experiences, with a goal of equipping attendees to help make changes that will increase their productivity. (But, rest assured, this is not another Time Management seminar.)

  • Philanthropic Mortgages and the Blended Gifts of Personalized Philanthropy – Keys to Putting the Donor First

Speaker: Steven Meyers

Your home mortgage is personalized. Your gift planning is not! In this session, we'll examine the popular phenomenon of "blended gifts" from a radically different perspective – putting the donor first. Learn to apply the elegant and transforming concept of the Philanthropic Mortgage: the purposeful and intentional staging of current and future gifts over a donor's lifetime. Mastering virtual endowments, philanthropic mortgages and step-up gifts may well restore your creativity and transform your practice. This session will help bring larger gifts to you and greater impact to your donors, sooner.