New Marketing for Planned Gifts & Legacy Societies: How to Stand Out in a Crowd
Steven Rosenblum, JD, Saint Louis Zoo

How to Stand Out in a Crowd will present unique and innovate ways (along with some of the tried and true methods) of marketing planned gifts and legacy societies. In a time when more and more organizations are sending out marketing pieces on planned gifts it is important to be sure that your institution will be noticed. Learn about ways to increase response rates, receive more requests for information and how to attract donors to your web site through postcards, newsletters, phone calls and other ways of contact.

Steven Rosenblum has been the Director of Planned Gifts at the Saint Louis Zoo since 2005. He brings a wealth of knowledge in the areas of charitable gifts and estate planning from his seven years at Washington University and his work with the St. Louis Planned Giving Council Board and Leave A Legacy program where he serves as Co-Chair. Steven is also the Co-Chair of the Legacy Awards Dinner and serves on the planning committee for the “Will to Give” program.

Steven is a graduate of Washington University Law School (JD 1992) and has a BA from the History Honors College at the University of Texas at Austin (1989). His dedication and devotion to the non-profit world and his ability to link high end donors to the institutions he works at has made him a well respected member of both the non-profit community and the legal community.

In addition to his career goals Steven is also active in the community and currently serves on several area Boards of Directors including the Crown Center for Senior Living, an independent living apartment complex for low income seniors where he currently serves as Board President.

Key Trends & Insights on the Motivations of America's Wealthiest Donors
Chris Jacobs, CFP, Cadeau

Chris will share ideas to help you energize your key donors, create lifetime donor loyalty, and provide insights and research about donors and their attitudes during these tough times. In addition, Chris will review strategies to help your clients and donors preserve and perpetuate their wealth, both tangible and intangible, which will ultimately help them to reach their philanthropic goals, as well as their wealth management needs.

Not only will this presentation offer education, but also collaboration and networking. Chris believes in developing relationships and working closely with advisors and development professionals to leverage expertise and capabilities.

I. Promote the transformative power of generous giving
a. The biggest challenges charities face today
b. What has worked and what is working during crisis?
c. How to gain professional, personal confidence
d. Creative ways to give perspective to your donors

II. Individuals and Families - Mission, Vision, Values and Goals
a. Discovery Process
b. Meaning of Money
c. Life Fingerprints
d. Financial Family Philosophy

III. Strategies, Tactics and Tools
a. Zero Estate Tax
b. Charitable Annuity at Death
c. Charitable IRA
d. Life Settlements
e. Charitable Stock to Cash
f. CRT New Illustrations
g. Dollars to Charities for pennies of cost
h. Charitable Gift Annuities
IV. Resources
V. Deliverables

Chris Jacob is a nationally recognized financial educator, tax specialist, and consultant. Chris works closely with CPAs, attorneys, financial professionals, and charitable advisors.

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?

Maximizing Your eMarketing Efforts - Major & Planned Gifts
Sandra Henningsen, Crescendo Interactive, Inc.

Senior-friendly web design and integration of eMarketing strategies for gift planning will be presented. Since bequests are the most prevalent planned gifts, running a successful wills bequest campaign will be explored. Electronic and print media boost results. Learn how to focus on the gifts that endow.

Sandra Henningsen, Assistant Vice President, Crescendo Interactive, Inc. oversees GiftLegacy eMarketing services. She mentors charities in establishing planned givig websites and marketing planned gifts using the Internet, eNewsletters, and royalty-free literature. She speaks, teaches seminars and writes in the area of eMarketing and gift planning. Sandra has been part of the Crescendo staff for over 16 years.

Getting an Appointment & Conducting the Interview
Diane Ludwig, CFRE, Walker Scottish Rite Clinic and Bill Eastman, CFRE, Life Skills

The session will focus on sharing best practices to secure appointments and conduct meaningful interviews. Results of a recent local survey of 'gatekeepers'...what works, what doesn't...will be presented in this interactive session.

Both Diane Ludwig, CFRE and Bill Eastman, CFRE have over 20 years of experience in fundraising and have presented at both national and local conferences. Diane works at the Walker Scottish Rite Clinic and Bill works for Life Skills.