Planned Giving Day Conference 2024
PROGRAM MATERIALS
Building a Legacy: Starting a Planned Giving Program for Small Nonprofits
Sara Elward, former Manager of Gift Planning at KCTS 9 Television
B. Michelle Johnson, Director, Ultimate Rainbow Consulting
Setting up a sustainable planned giving program for a small organization may seem daunting. But it need not be! This presentation will help you assess your organization's readiness for a planned giving program, set clear goals and objectives, identify and segment potential donors, create tailored marketing and communication plans, and develop ways to steward these critically important donors. You’ll leave with concrete steps and practical tips on how to implement best practices that will set your organization up for success in the future.
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Empowering Philanthropy: Innovative Financial Strategies for Effective Giving
Kyle Fukuchi ChFC®, CLU®, CDFA®, F-Squared Advisors Wealth Management
Explore the intersection of finance and philanthropy in this enlightening presentation led by financial advisor Kyle Fukuchi ChFC®, CLU®, CDFA®. In this presentation you will discover the power of donor advised funds, IRA charitable giving, and life insurance, as essential tools for maximizing a donor’s charitable contributions. You will gain practical insights and actionable strategies to help you to elevate a donor's philanthropic endeavors and leave a lasting legacy of positive change.
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Keynote: Creating a Joyful and Prosperous Region for All
Alesha Washington, President and CEO , Seattle Foundation
Mary Rennekamp, Chief Philanthropy Officer, Seattle Foundation
Join in an inspirational conversation between Seattle Foundation’s President and CEO, Alesha Washington, and Seattle Foundation’s Chief Philanthropy Officer, Mary Rennekamp. In this keynote you will have the opportunity to hear the story of Alesha’s journey to the world of philanthropy and learn how we can all play a collective role in building a joyful community.
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Creating a Joyful and Prosperous Region for All
Make Every Ask a Blended Gift Ask: Introduce Planned Gifts into Donor Conversations
Sarah Szabo, Director of Planned Giving, The Swedish Foundation
Ryan Egge, Senior Director, Principal Gifts & Planned Gifts, The Swedish Foundation
Mallory Higgins, Senior Philanthropy Officer, The Swedish Foundation
John Mohnke, Senior Philanthropy Officer, The Swedish Foundation
During this interactive conversation, a panel of fundraisers from The Swedish Foundation will share their experiences making the shift to engaging donors in planned giving conversations. You will have an opportunity to workshop real donor cases from the panelists and attendees. Whether you are a one-person shop or work in a mid-sized team, you will walk away with the tools to be confident to have planned giving conversations with your donors.
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Navigating the AI Landscape: Practical Strategies for Nonprofit Organizations
Andrew Urban, Enterprise Innovation, KPMG Studio
Apurva Chandra, Director Modern Workplace, Microsoft Tech for Social Impact
Join an insightful conversation designed to demystify artificial intelligence (AI) and explore its transformative potential for nonprofit organizations. This session will provide you with a comprehensive overview of generative AI, highlighting its practical applications, resources available to nonprofits, and critical considerations around ethics, security, governance, and policy.
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Negotiating for Success
Elizabeth Umphress, Professor of Management, University of Washington
This presentation will provide you with an opportunity to learn from an industry expert on how to best plan, organize, and engage in the practical craft of negotiations. You will have the chance to discover the skills necessary to discover optimal solutions to problems faced in negotiations and the best means to implement those solutions. You will leave inspired to be prepared to negotiate for success, whether it be with a donor or client, to arrive at a mutually-beneficial outcome, or to reach your professional or personal goals.
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Understanding Charitable Gift Annuities
Lauren Gersch, Planned Giving Manager, Fred Hutch
Kevin Boyce, Planned Giving Director, Fred Hutch
Charitable gift annuities (CGAs) have been a timeless tool for charitable gift planners over the years. This conversation will offer fundraising professionals who do not specialize in complex gift vehicles a basic understanding of the fundamentals of gift annuities. You will learn how to identify prospects, strategies for solicitation, how the annuity agreement functions, what happens when the last annuitant dies, and Washington State rules and regulations.
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Understanding Charitable Gift Annuities
Shifting Gears: Outlook for Fiduciaries and Philanthropists
Christopher J. Clarkson, CFA
Amidst a pivoting interest rate and inflationary environment, slowing economic growth, political polarization and major demographic shifts, social sector leaders face a formidable task: developing and implementing strategies to financially support your mission both today and in the future. This presentation will explore questions such as: where should finance and investment committees focus to successfully navigate complex terrain? How might the economy and capital markets impact philanthropy, and what fundraising tools and giving vehicles may offer particular promise as a result? Holistic and coordinated strategies for the balance sheet, revenue generation, and spending will be more critical than ever.