first annual eastern regional conference on philanthropy · investment management consultants...
TRANSCRIPT
No act of kindness, no matter how small, is ever wasted. — AESOP
Eastern RegionalConference on PhilanthropyOctober 9 – 10, 2018Valley Forge Sheraton | Valley Forge, PA
F I R S T A N N UA L
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM.
© 2017 Morgan Stanley Smith Barney LLC. Member SIPC. SUP001 CRC 1688173 01/17 CS 8653056 10/16
Morgan Stanley is proud to support
Giving 2018 Eastern Regional Conference on PhilanthropyGeoffrey Close CAP®, CIMA®, CPWA® First Vice PresidentWealth Advisor1200 Mount Kemble Avenue, 2nd Floor Morristown, NJ 07960
+1 973 [email protected] www.morganstanleyfa.com/geoffrey.close NJ insurnace lic.# 8051255NMLS# 1262200
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM.
© 2017 Morgan Stanley Smith Barney LLC. Member SIPC. SUP001 CRC 1688173 01/17 CS 8653056 10/16
Morgan Stanley is proud to support
Giving 2018 Eastern Regional Conference on PhilanthropyGeoffrey Close CAP®, CIMA®, CPWA® First Vice PresidentWealth Advisor1200 Mount Kemble Avenue, 2nd Floor Morristown, NJ 07960
+1 973 [email protected] www.morganstanleyfa.com/geoffrey.close NJ insurnace lic.# 8051255NMLS# 1262200
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM.
© 2017 Morgan Stanley Smith Barney LLC. Member SIPC. SUP001 CRC 1688173 01/17 CS 8653056 10/16
Morgan Stanley is proud to support
Giving 2018 Eastern Regional Conference on Philanthropy
Geoffrey Close CAP®, CIMA®, CPWA® First Vice PresidentWealth Advisor1200 Mount Kemble Avenue, 2nd Floor Morristown, NJ 07960+1 973 [email protected]/geoffrey.closeNJ insurnace lic.# 8051255NMLS# 1262200
No act of kindness, no matter how small, is ever wasted. — AESOP
P R O G R A M S C H E D U L E
Originally scheduled as a 1-day conference, it has now been expanded to an additional morning.Feel free to attend, but you must register first.
It’s complimentary, but attendance is limited — first come, first served.
Email us at: [email protected]
Please note: we reserve the right to make changes due to unforseen circumstances.
No act of kindness, no matter how small, is ever wasted. — AESOP
It is more blessed to give than to receive. — ACTS 20:35
Tuesday, October 9Morning
8:00 AM – 8:30 AM
REGISTRATION
8:30 AM – 9:30 AM
BREAKFAST, KEYNOTE, MEET AND GREET
The Sound of LeadershipLaura Sicola, phd Founder, Vocal Impact Productions
TRACK 1 TRACK 2 TRACK 3
9:45 AM – 10:45 AM Captivate Your Boards
Cathleen Parsons-NikolicVice President, University Advancement La Salle University
When a Bequest Isn’t a BequestDavid Toll, jdSenior Associate Vice President, Gift Planning and Major Gifts, Drexel University
Asking for Money and Advice: A Different Approach to Securing Major GiftsStuart SullivanSenior Vice President, Graham-Pelton
BREAK | Assorted Mini Pastries, Assorted Biscotti, Chocolate Covered Strawberries, International Flavored Coffees (Non-Alcoholic)
11:00 AM – 12:00 PM Balancing Metrics and
Relationships for Effective Fundraising ManagementMeredith Sossman, esq, cfreConsultant, Author, Speaker
It’s Only a BequestJane Danek, jdDeputy Director and Senior Philanthropic Advisor, Princeton University
Appeal Letter Boot CampKaren MartinCEO, Karen the Writer, llcCopywriter, Writing Coach and Consultant for PlannedGiving.com
Every charitable act is a stepping stone towards heaven. — HENRY WARD BEECHER
Tuesday, October 9 Afternoon
12:15 PM – 1:45 PM
KEYNOTE, LUNCH AND NETWORKING
Optimizing Gift Revenue Without Sacrificing SustainabilityDavid UnruhSenior Vice President, Office of Institutional Advancement, Drexel University
TRACK 1 TRACK 2 TRACK 3
2:00 PM – 3:00 PM Strategies for Getting
in the DoorJohn J. ZabinskiSenior Vice President for University Advancement, Executive Director, Rowan University Foundation
Blended Gifts: Adding Variety and Creativity to Gain Peak ResultsLisa Repko, jdVP, Thomas Jefferson University & Planned GivingStephen T. SmithSenior Vice President, Thomas Jefferson University
Always interesting … Rarely Simple: Conversations and Negotiations with DonorsRobbe Healey, mba, nha, acfre Founding Member Aurora Philanthropic Consulting
BREAK/RAFFLE | Fruit Kabobs, Assorted Yogurts & Chocolate Dipping Sauce, Imported & Domestic Cheeseboard, Wafer Crackers, Assorted Sodas & Mineral Waters
3:30 PM – 4:30 PM How to Establish and
Surpass Campaign GoalsDr. Scott Janney, cfreSenior Consultant, PlannedGiving.Com
Tell Me About It. Turning Stories into Gifts.Lise Twiford, cap®Vice President, Advancement at the American College, American College
Fundraising Growth Platforms: Evolution of the Donor DatabaseArlene BerkowitzTraining Specialist, SofterWare/DonorPerfect
4:30 PM – 6:00 PM
Wine and CheeseNetworking5 minute “Thank You” by Viken Mikaelian and Stuart Sullivan
If you’re in the luckiest 1pc of humanity, you owe it to the rest of humanity to think about the other 99pc. — WARREN BUFFETT
Wednesday, October 10Morning
8:30 AM – 9:00 AM
COFFEE, SNACKS, MEET AND GREET
TRACK 1 TRACK 2
9:00 AM – 10:00 AM The Perfect LinkedIn Profile
Patrick O’DonnellWriter, Coach, Consultant
You Don’t Need to Learn Armenian to “Get” Planned GivingViken MikaelianCEO, PlannedGiving.Com
10:15 AM – 11:15 AM Right on Time: 20 Productivity Tips
From Those Who’ve Made ItViken MikaelianCEO, PlannedGiving.Com
Networking: Am I Ahead or Behind the CurveRobert MadonnaPresident & CEO, Surrey Services for Seniors
HOST AND SPONSOR
Make sure these are in your tote bag:
Two Happy Hour Tickets
The Ultimate Quick Reference Planned Giving Pocket Guide
Planned Giving Pocket Guide for Board
Planned Giving Pocket Guide for Beginners
12-Month Planned Giving Marketing Plan Template
Planned giving is a people business. Not a legal business.