Breakfast

Complimentary breakfast is served.

Roundtable Preview

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 […]

PART ONE: KEYNOTE ADDRESS – The Future of Social Impact Storytelling: What Will Change, What Won’t and Why It Matters

Potomac Ballroom

John Trybus, APR, Managing Director and Adjunct Professor Georgetown University's Center for Social Impact Communication (CSIC) Everywhere you turn within the social impact sector practitioners are talking about the power of storytelling. And for good reason. Effective stories create action--they can build movements, mobilize supporters, win elections, and yes, spur donations. History has shown that […]

PART TWO: KEYNOTE ADDRESS – Rethinking Influence: Storytelling as the New Currency of Change

Potomac Ballroom

Social impact organizations must influence target audiences to spark action. But sometimes we get so caught up in working to specifically drive donations that we overly control the story in an attempt to present the "perfect" organization. What if we rethought what influence means and how to achieve it through storytelling? And if we did, […]

Luncheon Plenary: Public Policy and Philanthropy: Shifting Priorities and Seasoned Perspectives

Potomac Ballroom

Steve Taylor, Senior Vice President and Counsel for Public Policy, United Way Worldwide is a primary liaison between United Way and the national charitable sector in Washington, D.C. Mr. Taylor develops messaging and advocates on behalf of the nonprofit sector, helping to favorably position the sector with the public and lawmakers and implement good government […]

Tracks – 1st Day

Fundamentals Track Introduction of planned giving fundamentals for professionals with 0-2 years of experience  Sponsored by: BNY Mellon Dean: Hannah S. Olson | Director of Major and Planned Gifts – The Jewish Federation of Greater Washington, United Jewish Endowment Fund   Session 1: Thursday, May 25, 2017 • 1:30 – 2:30 PM Getting Started in […]

Roundtable Discussions

Potomac Ballroom

Our roundtable discussions have become one of the most valued components of Planned Giving Days. This session is divided in half so that you can participate in two different roundtables during the 90 minutes. The roundtables are designed for small group discussion where colleagues with similar interests can meet and share experiences with the help […]

Tracks – 2nd Day

  Fundamentals Track Introduction of planned giving fundamentals for professionals with 0-2 years of experience Sponsored by: BNY Mellon Dean: Hannah S. Olson | Director of Major and Planned Gifts – The Jewish Federation of Greater Washington, United Jewish Endowment Fund   Session 4: Friday, May 26, 2017 • 10:30 – 11:30 AM Writing Your […]