2009-2010 Upcoming Program Schedule

We are planning a series of great luncheons this year. Please plan to come - enhance your knowledge and skills and network with great people!

Mark your calendar with these dates and check back again for more details on each program. We look forward to seeing you.

Wednesday, March 10, 2010

NOTE -> This program will be held at the Bank of America building, 730 15th Street, NW, 10th Floor -- Penthouse Verandah. (Metro, Blue Line, McPherson Square, White House exit).

10:45-11:45 am Nuts & Bolts: "Fundraising and 'Friend Raising'" with Doug White

How do we navigate the various delicate situations that come up while we are raising support and cultivating friends of our organizations? Join us for a discussion of some ways to find guidance dealing with real-life ethical dilemmas. This is an excellent opportunity for seasoned professionals and novices to share experiences and learn together.

12:30pm-1:30 pm Luncheon: "Whose Gift is it Anyway?" with Doug White

What is this concept—“donor centered”-- that fundraisers use as the ‘guide’ when working with supporters? How/when/why can this guide create conflict for the fundraiser in some circumstances? These and other questions about “donor-centered fundraising” will be addressed in the context of case studies. The presentation is intended to be interactive, with guidance from Doug to create a framework/tool for fundraisers to use when assessing situations.

Doug White bio

Wednesday, April 14, 2010

Sponsored by

10:45-11:45 am Nuts & Bolts: "Bequest Boot Camp" with Karen Gallardo, AARP Foundation

Like a boot camp fitness class, this session is based upon the principles of discipline, motivation, and teamwork. We’ll cover ten exercises that can boost your bequest program. The exercises were inspired by gift planners across the country in areas such as bequest messaging, legacy society recognition and asking for early distributions from estates. Bequest programs require a commitment over a long horizon and should include quick bursts of energy, strength and agility, and a gentle stretching of our minds. Learn new tips to ensure your organization maximizes the revenue from bequests – the foundation of gift planning.

12:30pm-1:30 pm Luncheon: "Marketing Ideas from the Trenches" with John McKee, Senior Director of Gift Planning, University of Maryland Foundation; Richard Reider, American Red Cross; & Rob Blizard, Director of Development, Washington Animal Rescue League

Competition for donors is on the rise, and pressure to get more results is growing. Attend the April luncheon and learn cutting edge marketing techniques that will help you get and keep planned giving donors, while getting the "buy in" from your organization to do it. Our panel of experts who are “in the trenches” with us include John McKee who will share secrets of marketing planned giving within your organization. Richard Reider will present information on how the Red Cross is using the web, e-mail and social networking to expand their donor base and enhance their messages. And, Rob Blizzard of the Washington Animal Rescue League will focus on the topic of marketing a planned giving program to estate planning professionals, drawing on his own experience at two different charities and the experiences of other NCGPC members. He will be presenting information on what has and has not worked. Don't miss this great opportunity to hear techniques from those who have tried and tested them!

Karen Gallardo bio
Rob Blizard bio

Thursday and Friday, May 13-14, 2010
Annual Planned Giving Days Conference

Wednesday, June 9, 2010

Knocked Down by the Snow but Not Out -- Rescheduled From February 10

10:45-11:45 am Nuts & Bolts: "Creative Ideas for Working with Affluent Donors in Challenging Times" with Robin Ganzert, Deputy Director, Philanthropic Services, The Pew Charitable Trusts

In this interactive session, Robin Ganzert, Deputy Director of Philanthropic Services at the Pew Charitable Trusts will share strategies for successfully engaging affluent donors. The session will address:

• Understanding your high-net-worth donors to better address their philanthropic interests and goals, including tips on how to overcome hurdles;
  
• Building your own pitch for an effective philanthropic dialogue; and
  
• Discussion of strategies and successes

NEW - 10:45-11:45 am Master's Study Group: "The Consumer Financial Protection Agency: What it may or may not mean for nonprofit organizations"

Our facilitators will be:

Chris Quinn, Executive Director of the Direct Marketing Association Non Profit Federation

Jonathan Ackerman, Esq., Nationally recognized nonprofit legal counsel

H.R. 4173 (passed by the U.S. House of Representatives on Dec. 22, 2009 as part of the Wall Street Reform and Consumer Protection Act) would create a new agency, the Consumer Financial Protection Agency (CFPA), with regulatory authority over “consumer protections” regarding financial services, activities, and products. Affected organizations under CFPA authority would be subject to potential certification / registration / examination processes and fees. As originally proposed, the expansive definition of “financial activity” would potentially subject nonprofits to CFPA authority because of their fundraising efforts (charitable giving advice / planning / donor instruction) or if the nonprofits include any financial education (no matter how basic), credit counseling, debt management, or tax planning (other than return prep) as part of their programming.

Please join us for the latest information on the CFPA. Background material will be provided in advance of this exciting session so please come prepared to participate.

12:30pm-1:30 pm Luncheon: "Fiduciary Excellence: What to be aware of when developing your planned giving program" with Robin Ganzert, Deputy Director, Philanthropic Services, The Pew Charitable Trusts; & Michelle Sly Laughlin, Regional Director, Roland Criss

The role of the fiduciary in philanthropic planning is more crucial today, as we see mounting financial scandals, mismanagement, fraud, and a roller-coaster market with historic lows. In the wake of the market collapse, investment fraud and competition for charitable gifts, the Investment Fiduciary Leadership Council (IFLC) has sponsored a Foundation Task Force comprised of institutional and family foundations to develop criteria, substantiated by legislative requirements, legal precedents, and best practices in order to help foundations assess their adherence to a Standard and make appropriate changes as needed. Learn about this exciting initiative through an IFLC task force member, Robin Ganzert of The Pew Charitable Trusts and Michelle Sly Laughlin of the Roland Criss organization, a leader in helping charitable organizations acquire an assurance of safety in their role as a steward of other people’s money.

Robin Ganzert bio
Michelle Sly Laughlin bio