FIRST ANNUAL Eastern Regional Conference on Philanthropy · Investment Management Consultants...

No act of kindness, no matter how small, is ever wasted. — AESOP

Eastern RegionalConference on PhilanthropyOctober 9 – 10, 2018Valley Forge Sheraton | Valley Forge, PA

F I R S T A N N UA L

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM.

© 2017 Morgan Stanley Smith Barney LLC. Member SIPC. SUP001 CRC 1688173 01/17 CS 8653056 10/16

Morgan Stanley is proud to support

Giving 2018 Eastern Regional Conference on PhilanthropyGeoffrey Close CAP®, CIMA®, CPWA® First Vice PresidentWealth Advisor1200 Mount Kemble Avenue, 2nd Floor Morristown, NJ 07960

+1 973 [email protected] www.morganstanleyfa.com/geoffrey.close NJ insurnace lic.# 8051255NMLS# 1262200




Giving 2018 Eastern Regional Conference on PhilanthropyGeoffrey Close CAP®, CIMA®, CPWA® First Vice PresidentWealth Advisor1200 Mount Kemble Avenue, 2nd Floor Morristown, NJ 07960

+1 973 [email protected] www.morganstanleyfa.com/geoffrey.close NJ insurnace lic.# 8051255NMLS# 1262200




Giving 2018 Eastern Regional Conference on Philanthropy

Geoffrey Close CAP®, CIMA®, CPWA® First Vice PresidentWealth Advisor1200 Mount Kemble Avenue, 2nd Floor Morristown, NJ 07960+1 973 [email protected]/geoffrey.closeNJ insurnace lic.# 8051255NMLS# 1262200


P R O G R A M S C H E D U L E

Originally scheduled as a 1-day conference, it has now been expanded to an additional morning.Feel free to attend, but you must register first.

It’s complimentary, but attendance is limited — first come, first served.

Email us at: [email protected]

Please note: we reserve the right to make changes due to unforseen circumstances.


It is more blessed to give than to receive. — ACTS 20:35

Tuesday, October 9Morning

8:00 AM – 8:30 AM

REGISTRATION

8:30 AM – 9:30 AM

BREAKFAST, KEYNOTE, MEET AND GREET

The Sound of LeadershipLaura Sicola, phd Founder, Vocal Impact Productions

TRACK 1 TRACK 2 TRACK 3

9:45 AM – 10:45 AM Captivate Your Boards

Cathleen Parsons-NikolicVice President, University Advancement La Salle University

When a Bequest Isn’t a BequestDavid Toll, jdSenior Associate Vice President, Gift Planning and Major Gifts, Drexel University

Asking for Money and Advice: A Different Approach to Securing Major GiftsStuart SullivanSenior Vice President, Graham-Pelton

BREAK | Assorted Mini Pastries, Assorted Biscotti, Chocolate Covered Strawberries, International Flavored Coffees (Non-Alcoholic)

11:00 AM – 12:00 PM Balancing Metrics and

Relationships for Effective Fundraising ManagementMeredith Sossman, esq, cfreConsultant, Author, Speaker

It’s Only a BequestJane Danek, jdDeputy Director and Senior Philanthropic Advisor, Princeton University

Appeal Letter Boot CampKaren MartinCEO, Karen the Writer, llcCopywriter, Writing Coach and Consultant for PlannedGiving.com

Every charitable act is a stepping stone towards heaven. — HENRY WARD BEECHER

Tuesday, October 9 Afternoon

12:15 PM – 1:45 PM

KEYNOTE, LUNCH AND NETWORKING

Optimizing Gift Revenue Without Sacrificing SustainabilityDavid UnruhSenior Vice President, Office of Institutional Advancement, Drexel University

TRACK 1 TRACK 2 TRACK 3

2:00 PM – 3:00 PM Strategies for Getting

in the DoorJohn J. ZabinskiSenior Vice President for University Advancement, Executive Director, Rowan University Foundation

Blended Gifts: Adding Variety and Creativity to Gain Peak ResultsLisa Repko, jdVP, Thomas Jefferson University & Planned GivingStephen T. SmithSenior Vice President, Thomas Jefferson University

Always interesting … Rarely Simple: Conversations and Negotiations with DonorsRobbe Healey, mba, nha, acfre Founding Member Aurora Philanthropic Consulting

BREAK/RAFFLE | Fruit Kabobs, Assorted Yogurts & Chocolate Dipping Sauce, Imported & Domestic Cheeseboard, Wafer Crackers, Assorted Sodas & Mineral Waters

3:30 PM – 4:30 PM How to Establish and

Surpass Campaign GoalsDr. Scott Janney, cfreSenior Consultant, PlannedGiving.Com

Tell Me About It. Turning Stories into Gifts.Lise Twiford, cap®Vice President, Advancement at the American College, American College

Fundraising Growth Platforms: Evolution of the Donor DatabaseArlene BerkowitzTraining Specialist, SofterWare/DonorPerfect

4:30 PM – 6:00 PM

Wine and CheeseNetworking5 minute “Thank You” by Viken Mikaelian and Stuart Sullivan

If you’re in the luckiest 1pc of humanity, you owe it to the rest of humanity to think about the other 99pc. — WARREN BUFFETT

Wednesday, October 10Morning

8:30 AM – 9:00 AM

COFFEE, SNACKS, MEET AND GREET

TRACK 1 TRACK 2

9:00 AM – 10:00 AM The Perfect LinkedIn Profile

Patrick O’DonnellWriter, Coach, Consultant

You Don’t Need to Learn Armenian to “Get” Planned GivingViken MikaelianCEO, PlannedGiving.Com

10:15 AM – 11:15 AM Right on Time: 20 Productivity Tips

From Those Who’ve Made ItViken MikaelianCEO, PlannedGiving.Com

Networking: Am I Ahead or Behind the CurveRobert MadonnaPresident & CEO, Surrey Services for Seniors

HOST AND SPONSOR

Make sure these are in your tote bag:

Two Happy Hour Tickets

The Ultimate Quick Reference Planned Giving Pocket Guide

Planned Giving Pocket Guide for Board

Planned Giving Pocket Guide for Beginners

12-Month Planned Giving Marketing Plan Template

Planned giving is a people business. Not a legal business.

“I would rather have it said, ‘He lived usefully,’ than, ‘he died rich.’”

T H A N K Y O U F O R AT T E N D I N G .

FIRST ANNUAL Eastern Regional Conference on Philanthropy · Investment Management Consultants...

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