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Roundtable Preview

May 27, 2016 @ 8:00 am - 5:00 pm

Our roundtable discussions have become one of the most valued components of Planned Giving Days. This morning session is divided in half so that you can participate in two different roundtables sessions (each 45 minutes long) during the 90 minutes.

The roundtables, led by a facilitator, are designed for small group discussion where colleagues can meet and share experiences.

Roundtable Discussions for 2016

  1. Donor Intent: How Dead is the Dead Hand?

Doug White, Columbia University


  1. The Philanthropic Experience: Applying This to Your Donor Base

Jay Steenhuysen, Steenhuysen Associates


  1. New Ideas and Strategies

Phyllis Freedman, SmartGiving


  1. CGAs for Smaller Nonprofits and Related Insights

Jeff Lydenberg, PG Calc, Inc.


  1. The Role of Planned Giving in an Endowment Campaign

John B. Kendrick & Jane Kolson, The George Washington University


  1. Threading the Needle between Discussing Death and Securing Bequests

John McKee, University of Maryland


  1. Building Your Legacy Society

Charlotte Meyer, Ocean Conservancy


  1. Segmenting Your Donor Pool and Uncovering Giving Potential

Dana Kaufman, Smithsonian Institution


  1. Effective Paths to Demonstrate Your Value as a Planned Giving Officer

        Sara Eigenberg, United State Holocaust Memorial Museum


  1. Board, Staff, and Volunteer Training: Create Videos to Create Impact

Ed John, J and J Resource Development, LLC


  1. Real Estate Donation Options: Retained Life Estates and More

Chase V. Magnuson, The George Washington University


  1. Building Effective Pipelines with Women’s Leadership Groups

        Tamara O’Neil, American Red Cross


  1. IRA Rollover Strategies for Securing Larger Gifts

Pedro J. Rivera, USA for UNHCR, The UN Refugee Agency


  1. Datamining – Going Beyond Your Donor Database

Kay Malone, World Wildlife Fund


  1. Proactive Estate Administration

Barbara Spitzer, BrightFocus Foundation


  1. Prioritizing Planned Giving When Cash is King

        Tanya Sweeney, Friendship Place


  1. Email Marketing Success for Planned Gifts

        Catherine Spear, Crescendo Interactive, Inc.


  1. Effective Techniques for Bequest Fundraising

Kathryn L. Ward, KLWard Consulting, AICR Consultant

Roundtable Coordinator Evelyn Morgner

United Way Worldwide


May 27, 2016
8:00 am - 5:00 pm
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