The ABC's of Planned Giving Vehicles & Gift Annuities
Mark Roock, CFRE, Maryville University

This is planned giving 101 on the various planned giving vehicles. Learn concepts that can help you in understanding and communicating planned gifts to others with a KISS (keep it simple, stupid). We’ll explore taxes, planned gifts and the opportunities such gifts provide for those who possess, or acquire, a taste for philanthropy as an expression of their values.

What Did You Say? Listening Your Way To a Planned Gift
Barbara Diehl, American Red Cross - New York

This session will focus on improving the effectiveness of your donor visits by improving your listening skills and will include proven tips on how to “listen your way to a planned gift.
 
Barbara is the Manager, Gift Planning for the New York Hudson Valley-Long Island Region of the American Red Cross and supervises planned giving officers for the Red Cross in the northeast part of the country. Prior to this, she served as Director of Planned Giving and General Counsel of the American Bible Society. Barbara lives in Yorktown Heights, New York, and, after graduating from Pace Law School, where she was editor-in-chief of the law review, has been an attorney for over twenty-seven years, practicing in the areas of wills, trusts, estates, and real estate. She has taught business and management courses at Nyack College in New York. She is also a past president of PGGGNY (Planned Giving Group of Greater New York) and is a frequent speaker at meetings and seminars on planned giving. Barbara has three children, six grandsons, and a marvelous and patient husband of almost 44 years.

Lunch/Keynote: Is There Hope for Planned Giving?
Tanya Howe Johnson, President, Partnership for Philanthropic Planning

The planned giving world, as both nonprofits and financial advisors have known it, has changed dramatically in the past 20 years. It often seems that these changes forecast doom and gloom. What are these changes? How are they affecting charities, advisors, and your clients? What can you expect in the future? And, how can you not only survive these challenges, but help turn the tide?

Tanya Howe Johnson is president and CEO of the National Committee on Planned Giving. During her 16 year tenure NCPG has developed the award-winning publication, The Journal of Gift Planning; launched LEAVE A LEGACY®, a national award-winning donor education campaign; and created numerous industry standards and best practice models for charitable gift planning.

In addition to other honors, The NonProfit Times named Johnson to both its 2007 and 2008 national "Nonprofit Power and Influence Top 50". She has received the Distinguished Alumni Award from her alma mater, Columbia College (Missouri), and was selected as the 2004 national honor initiate for Sigma Kappa Sorority. As a charitable giving advocate, she has met with President George W. Bush and numerous members of Congress, and has been quoted in publications such as The Wall Street Journal and the Washington Post.

As a management consultant, Tanya has worked with more than 100 nonprofit organizations. She holds the Certified Association Executive designation, a certification held by less than five percent of association management professionals. She currently sits on the American Society of Association Executives' Key Philanthropic Organizations Committee.

Johnson actively supports philanthropy in her local community, serving on the board of directors of the Indianapolis Affiliate of Komen for the Cure and as the chair of the Noblesville First United Methodist Church Foundation.

How to Avoid a Disaster of Titanic Proportions in This Tough Economic Time by Emphasizing the Easiest Planned Gift - Bequests!
Susan DameGreene, Bipster

Man the Lifeboats! Icebergs Ahead! How to Avoid a disaster of Titanic Proportions in this tough economic time by emphasizing the easiest Planned Gift!

As a Development Officer, do you spend much time asking for Bequests?

Many folks think they have little control over bequests. This area is left to a secretary to 'write the necessary letters.' In reality, 60-80% of all Planned Giving revenue comes from bequests. The proactive approach you used to get that donor and that first gift can yield handsome and sometimes spectacular results in bequests. Three quarters of an iceberg is hidden - it’s the same with bequest. Join us for a lively action packed session of how to "net" the most from that underutilized gift - bequests.

Susan DameGreene is President of BIPSTER LLC, a Planned Giving firm specializing in Future and Realized Bequest and Planned Gift tracking Reporting and Collecting. Most recently, Susan, as Senior Associate Director of Gift Planning at American Red Cross NHQ in Washington, DC, supported and trained 2800 chapters in Planned Giving, raising $75 million yearly. While at the American National Red Cross, Susan brought in a $25 million gift, the largest in ANRC history. Earlier, as Associate Director of Planned Giving, she supported 15 Planned Giving Representatives for St. Jude Children's Research Hospital in Memphis managing the department of 6, which raised $16 million yearly.

Best Planned Giving Practices for the Small Shop
Dianne Johnson, JD, Endowment Builders and Becky Zimmer, CFRE, Lutheran Senior Services

Even if you are a single person or small development shop, you can develop significant planned gifts. In this session you will develop a quick 5 step plan you can take with you to jump start or take your planned giving program to the next level. Come learn how to look like the “Big Boys” and stay focused on achieving planned giving results!

Dianne is President of Endowment Builders, LLC, a five year old consulting firm dedicated to helping non-profit organizations, leadership volunteers, and supporters grow capacity through endowment funds and planned gifts. She has served as Director of Planned and Major Gifts, and Gift Planning Counselor for several Foundations and not for profit organizations, raising over $17 million dollars for civic, faith-based and social services organizations over the last 13 years. She also headed a thriving legal practice, specializing in estate and business succession, planning, probate and trust litigation. Dianne is the past President of the Saint Louis Planned Giving Council. Dianne is a frequent speaker and lecturer on charitable giving, and presents programs that she developed on planned giving marketing and endowment topics throughout the region.

As an active community volunteer, Dianne has served on many organization boards, such as Member of the Probate and Trust committee for the Bar Association of Metropolitan St. Louis, Association of Fundraising Professionals, Board of Directors for the Association of Lutheran Development Executives. Dianne graduated from the Law School of Washington University in St. Louis, and the University of Nebraska.

Rebecca "Becky" Zimmer, CFRE is a Certified Fund Raising Executive with over 26 years of experience and a multitude of technical skills in charitable gift planning. Becky is a national speaker on Christian stewardship and charitable gift planning to non-profit boards, churches, women's and men's groups. During her career, she has created natioal marketing efforts for an integrated planned giving program, written planned giving seminars based on life income gift options and developed an effective will and bequest tracking program. Becky is currently a member of the Association of Fund Raising Professionals and on the Board of the St. Louis Planned Giving Council.