NCGPC’s Planned Giving Day Conference 2023 was held May 23, 2023. The following includes the program, speakers and handouts.
OPENING KEYNOTE
Democratizing Philanthropy
Hali Lee | Founding Partner, Radiant Strategies & Founder/Director, Asian Women Giving Circle with
Dien Yuen | Executive Director/Center for Philanthropy and Social Impact and Blunt-Nickel Professor of Philanthropy, The American College of Financial Services
REPORT: Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color
LUNCHEON KEYNOTE PRESENTATION
Relationships Over Revenue
Nathan Chappell, MBA, MNA, CFRE | Senior Vice President, DonorSearch; Co-Author of The Generosity Crisis: The Case for Radical Connection to Restore Humanity and Solve Our Biggest Challenge
Brian Crimmins | CEO, Changing Our World, Inc.; Global Managing Partner, ONE HUNDRED Agency; Co-Author, The Generosity Crisis: The Case for Radical Connection to Restore Humanity and Solve Our Biggest Challenge
FUNDAMENTALS TRACK
Critical Relationships in Planned Giving
Rebecca Rothey, CFRE, CAP®, AEP® | Senior Advisor, Greater Washington Community Foundation
The Planned Giving Conversation
Joe Chickey, MBA, CFP® | Senior Vice President and Senior Consultant, Sharpe Group
Capacity and Undue Influence: How to Protect the Gift and Minimize the Risk of Litigation
Lindy Nash, JD, Esq. | Supervising Attorney, Chisholm Chisholm & Kilpatrick
Tim Rogers, Planned Giving Officer, Oxfam America
MARKETING TRACK
Philanthropy Always Sounds Like Someone Else: A Portrait Report of High Net Worth Donors of Color
Hali Lee | Founding Partner, Radiant Strategies & Founder/Director, Asian Women Giving Circle
PG Marketing 2.0: Exploring DAF Giving as a Template for Cross-Department Marketing Strategies
Tracy Malloy-Curtis, JD | Vice President, Legacy Giving, Mal Warwick Donordigital
10 Ways to Foster Radical Connection
Nathan Chappell, MBA, MNA, CFRE | Senior Vice President, DonorSearch; Co-Author of The Generosity Crisis: The Case for Radical Connection to Restore Humanity and Solve Our Biggest Challenge
Brian Crimmins | CEO, Changing Our World, Inc.; Global Managing Partner, ONE HUNDRED Agency; Co-Author, The Generosity Crisis: The Case for Radical Connection to Restore Humanity and Solve Our Biggest Challenge
ADVANCED TRACK
Securing Charitable Gifts – Five Strategies Fundraisers Need in Their Toolbox After SECURE 2.0
Stephanie C. Buckley, CAP® | Head of Trust Philanthropic Services, Wells Fargo Wealth & Investment Management
Cade Case Study: Honoring Family & History Through Philanthropy
Dien Yuen, JD/LLM, CAP®, AEP® | Executive Director/Center for Philanthropy and Social Impact and Blunt-Nickel Professor of Philanthropy, The American College of Financial Services
Revolutionizing Gift Planning with Chat GPT and Other Technologies: Unlocking the Power of Practical Applications
Paul Caspersen, CFP®, MS, AEP | Founder, Planned Giving Interactive; Vice President, Charitable Solutions LLC