2022 Conference Presentations and Program


AI 2.0. How Today’s For-profit Technology Will Revolutionize the Impact of Tomorrow’s Fundraising

Speakers: Adam Martel, CEO, Givzey


The Power of Love: Best Practices in Business & Psychology in Generating Legacy Gifts

Speakers: Beth Delaney, Director of Gift Planning, University of Pennsylvania

Asking Personal Questions and Getting the Right Information

Speaker: John McKee the Associate Vice President for Philanthropy, Office of Philanthropy, University of Maryland

What I Wish I Knew When I Started in Planned Giving That I Know Now

Speaker: Steve Mohyla, CFP

Gift Planning Metrics that Your Boss and Board Need to Know

Speaker: Joe Bull, Vice President and Chief Advancement & Alumni Officer, Wilmington College, and Founder and Principal of Philanthropy Advisory Council, LLC

Donor Benefits of Planned Giving

Speaker: Chip Giese, Senior Relationship Manager, PNC Institutional Asset Management’s® Planned Giving Group


The Value of a Hand-Raiser

Speakers: Nathan Stelter, President, The Stelter Company, and Brantley Boyett, President and Co-Founder, Giving Docs

Putting Data to Work: Improve Your Gift Planning Marketing Outreach

Speakers: Akshata Tare, Business Intelligence Analyst and Developer, Associate Director, Gift Planning Marketing Strategy, The Nature Conservancy Worldwide; Alexis Sabloff, Associate Director Gift Planning Marketing Strategy, The Nature Conservancy; and Nicole Engdahl, Senior Vice President, Planned and Annual Giving, National Park Foundation

Bridging the Gap: Moving the Donor from Gift Intention to Action

Speakers: Tracy Malloy-Curtis, J.D., Legacy Director, Mal Warwick Donordigital; and Sabrina Naylor, Senior Account Executive, Mal Warwick Donordigital.

Donor Surveys: An Integral Part of Your Marketing Plan

Speaker: Andrew Palmer, Director of Marketing Services, PG Calc

Don’t Put the Billboard in the Basement

Moderator: Jeff Wilklow, Principal, Wilklow Nonprofit Partners
Panelists: Missy Ham-Cross, Gift Planning Officer, American Red Cross; Stephen Mohyla, CFP


Breaking the Ice: Collaborating to Navigate Obstacles and Discover Solutions

Speakers: Alexandra P. Brovey, JD, Senior Director, Gift Planning, Northwell Health Foundation for Cancer Development at Northwell Health; and Kate Kaming, Sr. Director for Cancer Development, Northwell Health

Advancing DEI in Planned Giving

Speakers: Jade Bristol, Chief Development Officer, Giving Docs; and R. Sylvester Owens, Director of Estate Planning, Human Rights Campaign

Relaunching a Legacy Giving Program in a Major Campaign: The Do’s, Don’ts and Definitely Do’s

Speakers: Ted Sudol, Managing Director, Carter Global; and Tom Malstrom, Director of Major Gifts & Planning Giving, Calvert Hall College High School

Case Study on Ethics: When Gifts Go Wrong

Speaker: Doug White, author and former Director, Master of Science in Fundraising Management, Columbia University

Understanding the Benefits of Life Income Gifts

Speakers: Michael J. Degenhart, CAP, Assistant Vice President, The Pennsylvania State University; and Stephen Clarke, Director of Charitable Gifting Strategies, Eaton Vance Distributors, Inc.


What’s So Important About Giving By and For Women?

Speakers: Valerie Cushman, Senior Director of Alumni Engagement and Inclusion Initiatives, William & Mary, and Jeannie Infante Sager, Director, Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy