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The Council offers a series of monthly luncheons throughout the year designed to enhance your knowledge and skills and to provide an opportunity to network with gift planning colleagues from around the DC area. Below are descriptions of upcoming events. Click on links below to view the speaker bios.
Ready to register? Use the Register Now button on the right side of this page.
Visitor Parking for Luncheons at GW
This year all luncheons except for the March event will be held at George Washington (GW) University's Marvin Center. Parking on campus is currently a challenge due to ongoing construction, so we encourage the use of public transportation (Metro: Foggy Bottom).
If you choose to drive to GW, a small number of visitor parking spaces is available in the Academic Center Parking Garage (801 22nd Street, NW; entrance on I Street, NW, between 21st and 22nd Streets) and in the Marvin Center Parking Garage (800 21st Street, NW; entrance on H Street, NW, between 21st and 22nd Streets). The parking fee is $18 a day, or for a portion of the day (subject to change). On-campus street parking is available, but it is also limited and time limits are strictly enforced.
- Academic Center Parking Garage is open 24 hours a day 7 days a week.
- Marvin Center Parking Garage is open 7 days a week from 7 a.m. until midnight daily.
February 8
10:45-11:45 am., Nuts & Bolts - "Antiques Roadshow - Lessons From the Road" with Don Moore and Ken Wolfe, Colonial Williamsburg
With a combined 52 years on the road, Don and Ken will share the planned giving tips they’ve uncovered that are treasures in this nuts and bolts PG Roadshow. Also discover what’s better left on the flea market table as you build your PG program, so that you confine your road travels to what works. Ken Wolfe has led Colonial Williamsburg’s PG program since 1986. Don Moore has extensive experience in planned giving and major gifts, having also served as interim VP of development at James Madison University.
12:30-1:30 pm., Luncheon Presentation - "The Odd Couple—Major and Planned Gifts" with Don Moore and Ken Wolfe, Colonial Williamsburg
The most successful PG programs focus on effective collaboration with their major gifts staff. Learn how to make this occasional Odd Couple of major and planned giving work at your institution. Ken Wolfe has 25 years of PG experience and helped to create the major gift program at Colonial Williamsburg. Don Moore is the junior partner of the tandem with 24 years of experience dealing with the interplay of major gifts and planned giving in education and most recently Colonial Williamsburg.
March 14
10:45-11:45 am., Nuts & Bolts - "Get Out the Door- Applying Sales Principles to Fundraising" with Joseph Tumolo, Vice President of Sales, Virtual Giving
In this new fundraising climate we live in, how do we maximize our time so we are spending it with donors? What does the “right” donor look like? How do we get in front of donors and start a meaningful conversation? How do we close more and larger gifts in a shorter amount of time? In this presentation we’ll uncover the answers. We’ll explore specific ways to uncover needs; be a better listener, develop stronger relationships, ask better questions and help you and your donors get what you want!
12:30-1:30 pm., Luncheon Presentation - "The 10 Biggest Mistakes to Avoid in Your Planned Giving Marketing" with Greg Warner from MarketSmart
Is your planned giving marketing working? Join Greg Warner, Founder and President of MarketSmart and developer of SmartGiftmaker® (an innovative and advanced strategic marketing system built specifically for the planned giving community) to discuss marketing best practices that apply to all types of programs. In addition, Greg will share the 10 biggest mistakes he has found while working with organizations around the country on planned giving lead generation and cultivation efforts.
April 11
10:45-11:45 am., Nuts & Bolts - Estate Planning Documents that are of importance for same-sex couples (working title) with Lawrence S. Jacobs, Esq
12:30-1:30 pm., Luncheon Presentation - Fundraising considerations in regards to same-sex couples (working title) with Lawrence S. Jacobs, Esq
May 15 - 16
20th Annual Conference Planned Giving Days 2012
June 13
10:45-11:45 am., Nuts & Bolts - "What do Donors Want – Really?" with Wayne Olson, Owner, White Trout Media
12:30-1:30 pm., Luncheon Presentation - "Enchant, Fascinate and Magic – Producing Unreal Results in the Real World of Fundraising" with Wayne Olson, Owner, White Trout Media
Program Schedule
Registration and Seating: 10:15 am - 12:00 pm
Nuts and Bolts starting: 10:45am - 11:45am
Lunch Service Begins: 12:00 pm
Welcome, Announcements, Introductions: 12:15 pm
Guest Speaker Presentation: 12:30 - 1:30 pm
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