Upcoming Events
June Luncheon
June 10, 2013
11:30am - 1:00pm
The Harbor Club, Seattle
July Luncheon
July 8, 2013
11:30am - 1:00pm
The Harbor Club, Seattle
July Virtual Seminar
July 17, 2013
10:00am - 12:30pm
Northwest Kidney Center, Seattle
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 8:00–8:30am Registration, Continental Breakfast 8:30–9:45am Welcome/Keynote: Moving Toward Transcendence and Transformational Gifts ROGER ELLISON, Senior Advisory for Philanthropy, West Texas Rehabilitation Center Foundation This presentation begins with a blend of the practical, the art and the philosophical, then quickly moves toward transcendence. Daring to ask important questions and to pursue logical question strings is explored. Those who are intensely focused on getting the gift may find this presentation aspirational; for those who are truly donor-focused, this presentation may prove instructional for new possibilities. Roger is the past president of the Concho Valley Estate Planning Council and serves on the Editorial Advisory Board for Planned Giving Today.
9:55–11:00am Plenary Session: Marketing Planned Gifts: Basic Fundamentals and Emerging Trends VINCENT J. FRAUMENI, Principal/Founder V.J. Fraumeni Fundraising Consultants Learn cost-effective, tried and true strategies and emerging communication trends that every non-profit should include in their planned giving marketing plan. Walk away with at least two ideas from this session that you can use when you return to the office on Wednesday. Vince is a past member of the Board of Directors for the National Committee on Planned Giving and past president of the Orange County and the Southern California Planned Giving Round Tables.
11:15am–12:30pm Session I: GENERALIST Planned Giving: Are you ready, how do you make the case, and how to get it going? PANEL: BRYNN BLANCHARD, VP for Development, Seattle Humane Society • BETSY DAVIS, Executive Director, The Center for Wooden Boats • TODD GIROUARD, Donor Relations Manager, Northwest Harvest MODERATOR: ALISON O’CARROLL, Senior Consultant, PG Calc This session will explore best practices and provide realistic and reliable tips and tools “from the trenches” to help you and your organization begin a planned giving program. Panelists will share why legacy giving is important, commonly cited obstacles, and the steps, tools, and methodology for building a successful program. SPECIALIST How do donors pass values about wealth and stewardship across generations? DENNIS JAFFE, Professor of Organizational Systems and Psychology, Saybrook University, San Francisco, California • ANNE KNAPP, Director of Philanthropy, Woodland Park Zoo Why is it important to know what a donor feels about their family wealth; whether they acquired or inherited their wealth; or what their hopes are for the next generation? For nearly 40 years, Dennis Jaffe has worked with families to help them develop tools and resources to help them succeed in passing their values about wealth from generation to generation. Anne Knapp has incorporated thinking about family philanthropy into the planned giving program at the Zoo. These two seasoned professionals will explore these questions and share many examples and stories that you will find useful in building meaningful relationships with your donors and their families.
12:45–2:00pm Washington Planned Giving Council Professional Achievement Award Luncheon honoring Frank Minton NEW THIS YEAR! The WPGC Professional Achievement Award will be presented annually in recognition of outstanding service, dedication, and leadership in the field of charitable gift planning.
2:15–3:30pm Session II: GENERALIST Planned Giving: How do you keep your planned giving program going strong? PANEL: RENEE KURDZOS, Gift Planning Officer, American Red Cross • CHRISTINA LUI, Director of Development, Trust Services and Legacy Planning, Seattle Children’s Hospital Foundation • GREG WHITNEY, Sr. Director of Development/Business Relations, Millionair Club Charity MODERATOR: BILL ZOOK, Vice President, Director of Seattle Office, PG Cal Whether you work in a small or large nonprofit, this session will provide expert tips on how to maintain a successful and sustainable planned giving program, ideas for fantastic donor stewardship, and ways to take your planned giving program to the next level. SPECIALIST How do you handle gifts of real estate? ALBERT THURMOND, Senior Director for Planned Giving, University of Washington Gifts of real estate offer an exciting array of possibilities and advantages for donors and charities. Through actual donor stories featuring a variety of gift scenarios, you’ll explore what is entailed in assessing, accepting, and managing real estate contributions, including pit falls to avoid and resources to help you accomplish donor and charity goals.
3:45–5:00pm Plenary Session: How do you find the greatest success in your personal visits with donors? ROGER ELLISON, Senior Advisory for Philanthropy, West Texas Rehabilitation Center Foundation This lively session will focus on simple and practical solutions to the challenges of closing visits with donors. Focus will be given to systematically developing a style of work that is culturally harmonious with your charity, your donors, and your work. A thoughtful analysis, some introspection, a disciplined approach, and a touch of courage help to make this approach surprisingly effective at getting visits and gifts. 5:00–5:30pm Wine and Cheese Reception Event Details • Speakers • Committee |
