Development Day - June 7, 2017

Planned giving and other sources of development continue to evolve and, if used correctly, can make a positive difference to organizations and donors. To be successful, you need access to: * New Trends *Perspective *Best Practices

Invest one day and get a year's worth of the insight and advice you need to create your plan for success. You'll hear from top national and regional experts about "what works" and how that will benefit your organization, your donors/clients, and your career.

  • Use the above link to register for each session you plan to attend. Each attendee MUST register online to select the tracks they wish to attend -- this helps us plan room sizes needed for each session.

  • This downloadable file provides course names, descriptions, and general information for the conference.

    Conference approved for CFRE Continuing Education. Full participation is applicable to 6.0 points in Category 1.B - Education of the CFRE International application for initial certificate and/or recertification.


VisTaTech Center - Schoolcraft College
18600 Haggerty Road, Livonia, MI 48152

Opening Plenary Session

  • Marguerite H. Griffin, Director-Philanthropy Advisory Services, Northern Trust

    Philanthropy isn’t what it was 50 years ago. In fact, philanthropy today isn’t even what it was last year. Philanthropy has emerged as an influential, global force. It increasingly shapes our policies, values, research agendas, business practices and the way we see the world. This presentation will address shifting paradigms and current trends in philanthropy including how technological advances have created opportunities and risks for the nonprofit sector, the characteristics and motivations of “new” philanthropists and the resources and tools they are using to do good in the world.

Breakout Track 1

  • Anne Morrison Bradley, Associate Director, Duke University

    This case study reviews the ways Duke University has increased the awareness and visibility of gift planning during the Duke Forward campaign. The presentation will offer an inside look at how the Office of Gift Planning has engaged both internal and external clients ranging from school and unit fundraisers, major gift officers, and alumni in order to leverage future gifts to the university.

  • Alexandra P. Brovey, JD, LL.M., Northwell Health Foundation

    Join me in exploring the various stages in a typical gift planner's career path that lead to success individually and at your charitable organizations. We will discuss lessons learned, gift scenarios, training ideas and donor stories at each stage. We will interact to discuss both the art and science of gift planning, including metrics, blended gift scenarios and other current topics. We will also explore both "hard" and "soft" skills that epitomize the character of a master gift planner.

  • Nina Holden, CFRE, Vice President for Institutional Advancement, College for Creative Studies
    Lindsay Marciniak, Senior Vice President, CCS Fundraising
    Travis Carley, Senior Vice President, CCS Fundraising

    A major gifts program is a key component to successful fundraising, and establishing or growing your major gifts program can take your organization’s fundraising to the next level. Illustrated through a case study with the College for Creative Studies, this session will review principles and illuminate best practices. You will also learn how to incorporate major gifts into your existing strategy or how to make the most of your current program.

Breakout Track 2

  • Phillip M. Purcell, Ball State University Foundation

    This presentation will review many different ways to integrate planned giving into your total development program, such as goals, metrics, recognition, policies and more! This interactive session will encourage questions.

  • Matthew M. Wallace, Attorney, Matthew M. Wallace, P.C.

    How can charitable gifts be made without endangering nursing home Medicaid eligibility? State and Federal governments and agencies have a myriad of rules designed to prevent individuals from qualifying for Medicaid after giving their assets away prior to entering a nursing facility. CPA-Attorney Matthew M. Wallace will show you how to assist your donors to accomplish their objectives of providing for loved ones, charities, and their own care. These and other elder law issues will be discussed.

  • Moderator: Christopher L. Kelly, Vice President – Planned Giving, PNC Bank
    Panelists: Matt Friedman, Chair, Children’s Hospital of Michigan Foundation
    Thomas Scholler, Board Member - Ferris Foundation, Ferris State University
    …and other friends

    A discussion of the issues, enthusiasm and responsibilities of board members (both advisory and governing) that when combined correctly can create an effective and happy board.

Luncheon Plenary

  • Craig C. Wruck, Vice President for University Advancement, Humboldt State University

    With all the turmoil in Washington this year it’s easy to miss the clouds on the horizon of charitable gift planning. The renewed drive for tax reform casts the charitable deduction as a “tax expenditure” subject to budget reductions and there are calls for more IRS oversight and increased scrutiny of non-profits (citing certain private foundations without the slightest hint of irony).

    In this session we will review historic data to understand the impact of past elections, the economy, taxes, and Federal regulations on charitable giving and consider Congress and its legislative agenda. Then we will explore a Congressional Budget Office study and the implications of its conclusion that the charitable deduction is more costly that its real impact on charitable giving. Finally, we will discuss actions charitable organizations and our donors can take to protect and preserve tax incentives for charitable giving.

Breakout Track 3

  • Rob R. MacGregor, JD, CFP, Senior Director of Planned Giving, Wayne State University
    Carine J. Hails, JD, CTFA, Sr. Planned Giving Officer, Wayne State University

    Donor Advised Funds are growing in popularity. One segment in particular, those whose parent companies are in the money management business (Fidelity, Vanguard, JP Morgan, etc.) are seeing huge increases in deposits. How do they work? Is this a good thing for charities? Does that mean less money for my charity? What incentive does Fidelity have to promote distributions? How does this effect my organization’s endowment, and my success as a gift officer?

  • Rick Kress, ACFRE, Principal, Kress Consulting

    Donors rely on a variety of advisors for their finances and philanthropy. This session covers the diversity of the field, the perspectives of donors and advisors, facts, trends, and proven practical ways to, and not to, engage advisors to secure planned gifts. In the past three years, the presenter has conducted personal interviews with over 150 advisors and has worked with advisors and donors for 35 years.

  • Daniel J. Jenuwine, CFRE, Executive Director, Oakland Community College Foundation

    Celebration or exploitation? What do you think about asking a recipient of your organization’s services to address your donors? In this workshop, you’ll hear directly from a panel of these ‘poster children’ – beneficiaries who became spokespeople, regardless of age. They will share their experience as the lead-in to roundtable discussions about making sound ethical choices when using non-profit beneficiaries in fundraising.

Afternoon Plenary Session

  • Viken Mikealian, CEO, PlannedGiving.Com

    Your prospects should not have to learn another language to “get” planned giving. In a world where your average prospect is inundated with over 3500 marketing messages a day, the secret to getting your message heard is to make it simple. Viken will show you how to talk with your prospects in simple, everyday language. He’ll showcase real-world examples and give punchy phrases and elevator pitches you can start using right away. He’ll tell you which simple gifts to pursue first and how to start talking with donors.