2019 Conference Presentations & Program

On behalf of the National Capital Gift Planning Council, welcome to the 27th annual Planned Giving Days conference. This year’s conference will educate you, inspire you, and help you expand your network. Check out the proceedings book, list of attendees, and presentation materials from our speakers.

2019 Planned Giving Days Proceedings

You will receive a hard copy of the 2019 Planned Giving Days Proceedings book, but you can view an electronic version here.

Connect with Your Colleagues

View the list of 2019 Planned Giving Days attendees.

Keynote Presentation

8 Ways to Ask: Expanding the Art and Science of Solicitation
Lani Starkey, JD, LLM, CPA® | Founder – Fifty Rock Consulting


What Words Work Best with Donors in Planned Giving Marketing?
Claudine A. Donikian, JD, MBA | President & CEO – Pentera, Inc.

The Relevance of Probate for Charitable Beneficiaries
Frederick Weber | Sr. Vice President, Estate Settlement Services – Northern Trust Company

Our Best Donors Are Aging: Communicating to and Working With Seniors
John W. Jensen, CFP | Senior Vice President/Senior Consultant – SHARPE newkirk

Your Next Planned Gift is just a Phone Call Away
Anthony R. Alonso | President – Catapult Fundraising

Navigating the White Waters of Donor Meetings
Julie Carter | President – Carter Consulting Group LLC

Blended & Major Gifts

The Five Types of Blended Gifts: The What, Why, and How of Closing Blended Gifts
Lani Starkey, JD, LLM, CPA® | Founder – Fifty Rock Consulting

Planned Giving Basics: The Data that Drives Your Marketing Decisions
John W. Jensen, CFP | Senior Vice President/Senior Consultant – SHARPE newkirk

Major Donors vs. Planned Giving Donors
Sarah TeDesco | Executive Vice President – DonorSearch

Qualifying Planned and Major Gift Donors in One Easy Visit
Melanie J. Norton, CFRE, MBA | Founder & CEO – Norton Philanthropic Counsel

The Keys to a Successful Blended Gift Program
Eddie Thompson, PhD | CEO & Founder – Thompson & Associates


Manna From Heaven Isn’t Really From Heaven: Measuring Success In a Dollars-Now World
Meg Roberts, CFRE | Vice President, Gift Planning – Impact Communications, Inc.
Nicole Engdahl, CAP® | Vice President, Planned & Annual Giving – National Park Foundation

You’ve Got Mail! Timely Email Insights and Trends
Nathan Stelter | Vice President – The Stelter Company
Zach Christensen | Creative Director – The Stelter Company

Communicating Personal Commitment from your Leadership: Fundraising by Example
Elissa Leif | CEO – MiniMatters Video + Marketing
Samuel Young, Esq | Leadership Gift & Planned Giving Officer – Compassion & Choices

Beyond the Survey Mailing: Using Integrated Marketing to Find Leads, Convert Donors, AND Close Gifts
Tracy Malloy-Curtis | Legacy Giving Director – Mal Warwick
Sabrina Naylor | Creative Services Executive – Donordigital

To Get More Gifts Think Like Disney, Toyota, and the United States Navy
Wayne Olson | President – Wayne Olson Consulting LLC


The Soul of Charitable Gift Planning: People and Events that Shaped Our Profession, and Made Us Who We Are
Ronald A. Brown | Director of Planned Giving – Pratt Institute

Protecting Your Gift Annuity Program From “Underwater” Gifts
David K. Hohler, CFA | Director of Investments, Planned Giving – BNY Mellon

The Fourth Industrial Revolution & Philanthropy: What AI Means for Fundraising
Lindsey Athanasiou | Vice President of Sales – Gravyty

A Shared Understanding of Effective Fundraising
Jason Lewis | Consultant – Jason Lewis Fundraising

Better Together: Building a Partnership between Planned Gift and Major Gift Officers
Jay Steenhuysen | Principal – Steenhuysen Associates