Opening Keynote Presentation
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
Hali Lee has spent her career doing her best to democratize and diversify the field and practice of philanthropy. She is a co-founder of the Donors of Color Network, the first ever national project that is researching, engaging and networking high net wealth donors of color across race, ethnicity and life experience. She was a member of the co-design team that birthed Philanthropy Together in 2020, built to scale and strengthen the burgeoning collective giving movement nationally, and is a member of its inaugural advisory board. Hali is the founder of the Asian Women Giving Circle, which raises resources for Asian American women using the arts to bring about social change in their NYC communities. In fifteen years, the Circle has made grants of over one million dollars in support of eighty amazing projects.
Luncheon Keynote Presentation
Luncheon Keynote: 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
Nathan Chappell & Brian Crimmins, co-authors of The Generosity Crisis, dive into the future of philanthropy and the technology that empowers fundraisers to focus on the relationships that drive generosity itself. In addition to learning more about the book, PG Day 2023 attendees will be invited to the virtual book club.
Three Concurrent Sessions (By Track)
Choose from three concurrent sessions in the afternoon for Fundamentals, Marketing and Advanced tracks.
Fundamentals Track
Introduction of planned giving fundamentals for professionals with 0-5 years experience
Track Dean: John W. Jensen, CFP® | Director of Gift Planning, Washington National Cathedral
Session 1: May 23, 2023, 1:00 pm
Critical Relationships in Planned Giving
Rebecca Rothey, CFRE, CAP®, AEP® | Senior Advisor, Greater Washington Community Foundation
As gift officers, our focus by necessity is always on relationship building. Some planned giving relationships are obvious. We all know that it is essential to develop a relationship with a prospective donor to secure a gift. Beyond that, however, understanding critical relationships, internal as well as external, becomes more complex. This presentation explores the overlapping circles of donor (external) and organizational (internal) relationships and offer strategies for understanding, developing, and managing them based on the most critical relationship of all: the one with ourselves.
Session 2: May 23, 2023, 2:30 pm
The Planned Giving Conversation
Joe Chickey, MBA, CFP® | Senior Vice President and Senior Consultant, Sharpe Group
This interactive session will encompass a practical discussion of proven successful activities and processes through a holistic approach to fundraising. We will focus on the major and gift planning sectors in how to best identify and close large gifts both for today and tomorrow. Some of the key takeaways will include important questions, cues, asset discovery, solicitation, and the preproposal proposal! How to prepare for the visit, who should ask for gift, how to involve natural partners and how much to ask? This includes the Sharpe Donor Lifecycle and Sharpe Matrix tools to illustrate the concepts. Finally, we will address strategies for the Baby Boomers and Silent and GI Generations as well as what motivates the younger groups such as GenX, GenY and Millennials.
Session 3: May 23, 2023, 4:00 pm
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
Finding prospective donors and obtaining a commitment for the bequest are only the initial steps for ensuring a gift will be received. Unfortunately, lawsuits challenging the validity of a will, trust, or beneficiary designation based on undue influence or a lack of capacity are on the rise. Because the planned giving professional often develops a close relationship with the donor, it can be easy to inadvertently go “too far” and leave an impression of impropriety when someone looks back at the gift cultivation years later. This presentation will tackle how to protect the bequest and avoid the potential for litigation. Tim will discuss best practices as a planned giving officer to avoid any claims of undue influence down the road and Lindy will discuss the legal elements and factors to consider if your bequest is being jeopardized based on a claim of undue influence or a lack of capacity.
Marketing Track
Successful paths to winning 7- and 8-figure gifts
Track Dean: West Honeycutt, CAP®, FCEP | Senior Director of Development & Advancement, National Parks Conservation Association
Session 1: May 23, 2023, 1:00 pm
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
The story of philanthropy in the United States has not been fully told for it has been told historically as a largely white story, a largely inherited wealth story, and in recent years, as a largely billionaires’ story. Black, Indigenous, and people of color (BIPOC) with high net wealth (HNW) and ultra high net wealth (UHNW) have been an apparitional presence across the philanthropic sector. Seen as anomalies rather than animators, hiding in plain sight, their giving, values, and experiences as donors have not been widely seen or studied. Join Hali Lee, lead researcher on this qualitative study that interviewed over 100 HNW donors of color across the US, for this conversation on themes, highlights, and implications. Download at http://www.radiantstrategies.co/reports
Session 2: May 23, 2023, 2:30 pm
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
Almost 25% of all individual giving dollars are now directed to donor-advised funds (DAFs) and this trend is accelerating, with significant implications for all areas of fundraising. For donors who utilize DAFs, there is no bright line between current and future gifts or between annual/planned/major gifts.
With the exponential shift towards donor-advised funds as a primary vehicle for giving, fundraisers should feel a sense of urgency to break through silos once and for all and create organization-wide strategies to maximize DAF dollars and respond to this rapidly shifting fundraising environment. We will explore how planned giving teams, annual and midlevel giving teams, direct marketing teams, major gift officers, and others across philanthropy can collaborate in the face of this new fundraising environment. We will use DAF giving as a template to demonstrate the value of fully integrated fundraising teams across silos and marketing channels.
Session 3: May 23, 2023, 4:00 pm
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
This workshop-style presentation invites participants to learn and discuss ways in which their organizations can measure, understand and co-create tangible ways organizations can move from transactional to radical connection.
Advanced Track
From tried-and-true to cutting-edge, ideas that work for every size organization
Track Dean: Courtney Tsai | Senior Manager, Charitable Strategies Group, Schwab Charitable
Session 1: May 23, 2023, 1:00 pm
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
Securing a Strong Retirement Act, also known as SECURE 2.0 became law on December 29, 2022. Along with its predecessor, Setting Every Community Up for Retirement Enhancement (“SECURE”), SECURE 2.0 changed opportunities for using retirement assets for charitable giving. In this session, we will review several provisions of SECURE and SECURE 2.0 and how changes from prior laws may encourage donors to use retirement assets for charitable giving. Some of the topics for discussion include Qualified Charitable Distributions (QCDs), testamentary charitable remainder unitrusts, and charitable gift annuities funded with retirement assets.
Session 2: May 23, 2023, 2:30 pm
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
In the Cade case study, we meet a philanthropic African American family approaching retirement with deep connections to their heritage and church. Peter and Charlotte Cade support their aging parents and a teenage grandson while running a small family business. In our breakout session, you will identify key concerns for the Cades, consider the role of systemic racism in impacting multi-generational family wealth, and describe options for the couple to meet their goals and obligations. This session will showcase philanthropic, estate, and financial planning concepts.
Session 3: May 23, 2023, 4:00 pm
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
In this dynamic discussion, participants will delve into the exciting realm of artificial intelligence (AI) and discover how it can be utilized to enhance gift-planning strategies. Our session will provide a comprehensive overview of the practical applications of AI and other emerging technologies in the field of gift planning and discuss a variety of contemporary planned giving research tools. Furthermore, attendees will learn a systematic 5-step process for analyzing a charitable gift, as well as how to effectively incorporate AI and other technologies into their technical planned giving research. To demonstrate the real-world impact of these advancements, the course will also feature case studies that highlight the successful implementation of AI and other technologies in gift planning.