Downloadable agenda -- includes names, descriptions, and general information for the conference which is APPROVED for 8.5 CFRE CE Credits.

Kelli Garcia, Vice President, Assoc. Director in Philanthropic Advisory Services, Northern Trust

This session will explore effective strategies to engage donors and younger family members, the “next generation” in philanthropy. This presentation will cover entry points for intergenerational philanthropic conversations, ideas on how to involve family members and lay out a path to help you influence the next generation of donors.

Johni Hays, JD, FCEP, Senior Vice President, Thompson and Associates

This presentation will update the audience on the RIFT Project (Release IRA Funds Timely) by continuing the discussion surrounding the delays and problems non-profits are facing when they apply for an IRA death claim from a deceased donor’s account. This presentation was given in 2019 and now this is an update on the project including the work with the Senate Finance Committee and the IRS.

Rick Kress, ACFRE, Kress Consulting

Even in an era of blended gifts, there remains a strange separation between the work of major gifts and planned gifts. Prospective donors respond to the best approaches for both areas. It’s not either/or! This session focuses on how to apply major gift strategies and skills to prospect development for planned giving. Attendees will review best practices for major gifts, learn how to adapt those practices to the planned giving area, the planned giving gift cycle, donor-focused conversation skills, specialized prospect research methods, developing strategy for planned giving that fits with other fundraising, and specifics on closing blended gifts.

Jay Frost, Frost on Fundraising

One of the greatest challenges for every nonprofit is attracting individuals with the capacity to give a major gift. In “Power Prospecting,” Jay explores how to find the top wealth holders within your constituency, throughout your community, across the country and around the world. Whether you are embarking on a capital campaign or just trying to expand your private philanthropic support, this workshop will prepare you to identify people who can make your mission possible.

Dennis M. Mitzel, Attorney, Mitzel Law Group
synopsis update needed:
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.

Johni Hays, JD, FCEP, Senior Vice President, Thompson and Associates

The SECURE Act brings many significant changes to our donors’ IRAs and other retirement plans. Review what those new laws are and what they mean including the death of the lifetime “Stretch IRA.” You’ll discover the golden opportunities the Secure Act brings to our donors such as the rejuvenated testamentary charitable remainder trust funded with IRAs and other pre-tax accounts. Master the benefits of one of the most tax efficient charitable techniques available -- the “Give Twice Trust.”

Angie Schmucker, Schmucker Advising Group

In our work as fundraisers, we rarely work alone. We need partners, whether employees or volunteers, to help us make the case to donors and support all of our development work. We often bring in experts for one-day training sessions, but don’t see the results we need. This session will present a new method for preparing your partners to work with you successfully.

Jay Frost, Frost on Fundraising

With roughly 70% of America’s millionaires on Facebook, Twitter and LinkedIn, why to do many organizations still treat social media as a direct marketing channel, if they use it at all? Fundraising veteran Jay Frost will counter the “let’s just be friends” approach to social media by exploring the real financial opportunities social networks present and showcasing the growing universe of nonprofits who are effectively mining this new, expansive and growing marketplace and raising real money!