Raymond C. Odom, Director of Wealth Transfer Services, Northern Trust

“Please” and “Thank You” recognize that every action and communication between human beings is, and must of necessity be, a function of free-will desire. This talk will show that estate planning and planned giving discussions often do not give proper regard to the volitional process. The imperatives of “good manners” will show a seldom used pathway for effective wealth transfer.

Carol Hill, MBA, Sr. Major Gift Officer, Wayne State University
Carolyn Noble, JD, Major Gift Officer, Wayne State University

Whether you’re an experienced fundraiser, a board member, or new to the development sector, this session explores the science of major gift fundraising and reminds us that 80% of all charitable giving comes from individuals. Topics include: the changing faces of philanthropists, the mechanics of getting to a gift conversion, and the basic of planned giving.

Raymond C. Odom, JD, CFP, Director of Wealth Transfer Services, Northern Trust

Death is not the “goal” of testamentary planning. Fact is clients and planners often don’t have a stated goal for estate planning and this becomes the principal impediment to all planned giving. This discussion of why it is a financial, practical, and ethical imperative to re-educate wealth holders about testamentary planning.

Shelley Strickland, Ph.D., Vice President-Philanthropy, Ann Arbor Area Community Foundation

Few development officers, advisors directing clients’ charitable giving, or nonprofit board members have knowledge about the history of fundraising and its evolution. As a result, the process of giving and seeking private support may be viewed as dreaded task rather than a noble opportunity that continues a rich American tradition. This session provides a historical context and overview of philanthropy to inspire professionals and volunteers alike to be more effective in fundraising.

Dennis M. Mitzel, Attorney, Mitzel Law Group

This presentation is an introduction to charitable giving techniques including planned gifts. Basic rules on lifetime giving and planned gifts will be reviewed together with a discussion on the advantages of various techniques. Examples will be given to help the charitable planner recognize charitable giving and tax saving opportunities.

Raymond C. Odom, JD, CFP, Director of Wealth Transfer Services, Northern Trust

Once a client, prospective donor or planner understands that they must have a well-developed intention to advance “good” in the lives of their beneficiaries how do you discover and them implement their newly found goals. This interactive discussion will walk through the actual steps necessary to go from default death planning to effective planned giving.

Melanie Norton, Founder & Philanthropic Consultant, Norton Philanthropic Counsel
Christopher L. Kelly, Director of Major & Planned Gifts, Schoolcraft College Foundation

Artful negotiation doesn’t apply only to the closing of a great gift. Sometimes negotiating a complex, blended or even standard gift with internal partners can be an equal challenge. This session explores the important aspects of the gift process from the lens of the person making the gift, the person closing the gift, and the partner on the inside tasked with counting the gift.

Katy Herbert Kotlarczyk, Dept. Head & Sr. Director of Gift Planning, University of Colorado

An overview of specific phrases and techniques that development officers can use to introduce gift planning concepts into their everyday donor conversations.

Fredrick B. Weber, Senior VP and Central Region Estate Settlement Services Practice Leader, Northern Trust

This presentation seeks to empower planned giving and fundraising professionals to achieve greater accountability from the executors and trustees responsible for the delivery of the estate or trust gifts that they have worked so hard to cultivate. With a better understanding of the process of death-related administration, development professionals can be even more effective in their stewardship of the estate and trust gifts after the donor has died. This will, in turn, help the charities meet their fiduciary obligations to their donors and to the public that supports them.

Tracy Kramer, Henry Ford Health System
Klementina X. Sula, Henry Ford Health System

A successful development operation develops internal relationship just as much as (and maybe even more so than) external relationships. The goal of this session is to discuss the key to Development’s success being a balance between managing external networks (donors and community partners) and internal networks (strategic planning, the internal team, etc.)

Emotional Intelligence (EI) is increasingly recognized as the primary foundation for a robust toolkit of interpersonal skills, including communication, leadership, client interactions, conflict management and team building. Unlike cognitive intelligence (IQ), emotional intelligence is a learnable attribute that can be significantly enhanced through focused effort. High EI is associated with leader effectiveness, job satisfaction, accelerated career development, reduced stress and greater personal fulfillment.

Downloadable agenda -- includes names, descriptions, and general information for the conference which is PENDING APPROVAL for 5.5 CFRE CE Credits.