2019 Planned Giving Days Roundtables

Our 2019 Planned Giving Days Roundtable Discussions are sponsored by Impact Communications, Inc. Join us on Friday, May 24, 2019, from 8:15 am – 10:15 am in the Potomac Ballroom.

1. Fundraising Leadership Secrets to Close Gifts and Open Career Paths
Wayne Olson | President – Wayne Olson Consulting LLC

2. Leveraging Leadership: Connecting Donors to your Mission
Samuel Young, Esq. | Leadership Gift & Planned Giving Officer – Compassion & Choices

3. Measuring Success Like a Direct Marketer
Meg Roberts, CFRE | Vice President, Gift Planning – Impact Communications, Inc.

4. Best Practices for Communicating with Seniors
John W. Jensen, CFP | Sr. Vice President, Senior Consultant – SHARPE newkirk

5. Estate Administration: Accepting Tougher Assets
Kay V. Pitches | Senior Estate Specialist – The Nature Conservancy

6. Gifts of Real Estate: Should You be Doing (More)?
Harry Estroff | Real Estate Gift Manager – The Nature Conservancy

7. Professional Development & Career Planning for Gift Planners
Anna Simmonds | Director, Bequests and Annuities – The Nature Conservancy

8. Starting or Revamping a Legacy Society
Louisa Sizemore | Deputy Director of Planned Giving – Friends of the Earth

9. Getting a Visit: Testing Best Practices
Aleksandra Stankovic | Associate Director, Loyal Donor Program – The Nature Conservancy

10. Building a Blended Gift Program
Eddie Thompson, PhD | CEO and Founder – Thompson & Associates

11. Partnering with Membership/Annual Giving & Middle Donor Programs: Sharing Credit & Results
Karen Gallardo, CFRE, CAP® | Director of Planned Giving & Major Gifts – Best Friends Animal Society

12. Marketing Budgets: Working with What You Have
Laura Spellings | Marketing Sr. Specialist – World Wildlife Fund