Gift Planning Institute: Expand and Integrate Your Program

Gift Planning Institute: Expand and Integrate Your Program

March 27 - 29, 2019 | Orlando, FL


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Learn how to raise more money with your gift planning program.

Gift planning requires a diverse set of skills and a successful program encompasses everything from marketing and prospecting, to stewarding donors and navigating the legal side of gifts, all while engaging and fostering strategic partnerships with major gift officers and communicating priorities to leadership. This workshop is focused on helping you craft a truly comprehensive gift planning strategy, and is a unique opportunity for you to revitalize, re-strategize, and re-energize your program.

Join us in Orlando to gain the strategies and tools you need to expand, integrate, and embed planned giving efforts into your advancement shop. During this intimate, workshop-style course you will dive deep into the essentials of a successful planned giving operation, including:

  • Educating and collaborating with MGOs
  • Devising a marketing plan to increase planned gifts
  • Prospecting and portfolio management
  • Stewarding and retaining planned giving donors

Gain the confidence and competencies that are essential for building a cohesive planned giving strategy to ultimately grow your program’s effectiveness.


Who Should Attend

Gift planning officers and advancement professionals who are actively working to expand and integrate their gift planning programs with major giving operations will benefit from this program.


Bring your team and save!

Save over 15% when you register three or more colleagues.

Meet Our Case Studies


To showcase the wealth of tools and resources you will be presented at the conference, we are featuring 4 case studies to help you educate and empower your MGOs as you grow your planned giving program. These scenarios will aid MGOs in recognizing planned giving opportunities and broaching the subject with their donors.

Special thanks to Marianne Blackwell, our speaker for this conference, for supplying the content for this resource.

Case Study #1 – Georgia

Read how Georgia re-purposed her low-dividend securities and used one of her homes to fund a Charitable Gift Annuity, which resulted in a $1,500,000 donation in gifts.

Case Study #2 – Carlos

Learn how Carlos set up a Charitable Remainder Unitrust and established a scholarship endowment through a structured payout of $10,000 over 5 years.

Case Study #3 – Jonathan

Discover how Jonathan made a large gift to his alma mater, increased his income and created a life income stream for his son for when he is no longer there to support him.

Case Study #4 – Anna

Read why Anna opted for a Flexible Deferred Gift Annuity and how she used $500,000 in stock and real estate to fund a 5% Charitable Remainder Unitrust.


Your registration for the event includes full access to all conference sessions and materials, the networking reception on Wednesday, breakfast and lunch on Thursday, breakfast on Friday, as well as refreshments and snacks throughout the conference.


Day 1 | March 27, 2019

12:30 to 5:00 p.m.


Opening Comments and Introductions



Core Components of a Gift Planning Program

We’ll begin our conference with an overview of the core components of a successful planned giving program.



Educating and Collaborating with MGOs

Often, major gift officers are empowered to have planned giving conversations with donors but rely on planned giving staff for details and support. This session will provide tools and resources to efficiently educate MGOs and build effective partnerships.



Networking Reception



Day 2 | March 28, 2019

8:30 a.m. to 4:30 p.m.


Intentional and Coordinated Marketing to Increase Planned Gifts

Learn how to reach your market and generate leads. We’ll cover ways to coordinate your marketing efforts and improve your website, newsletters, and emails.




What do you look for in a prospect for a planned gift? We’ll dive into the indicators that will help you identify and engage planned giving prospects. How do you initiate the conversation? We’ll provide language for these conversations and role play with faculty and peers.



Portfolio Management

Once you have prospects, how do you manage portfolios and track movement? This session will walk you through best practices in portfolio management, whether you manage portfolios on your own or support major gift officers with prospects.



Improving Estate Administration

During this hour, we’ll address how to set up or improve your processes and database. How do you know if your institution is listed as a beneficiary? If you are listed, how do you enter these donors into the system? Our faculty will share how to stay abreast when donors pass away and how to navigate the next steps with care.



Working with Financial Advisors and Lawyers to Secure Gifts

Financial advisors, lawyers, and other experts often help donors make decisions about their planned giving. Learn how you can work together with these professionals on behalf of your donors.



Day 3 | March 29, 2019

8:30 a.m. to 12:00 p.m.


Gift Planning Policies and Procedures

The presentation will cover best practices in employing policies and procedures for gift acceptance, gift counting, gift agreements, gift receipting and processing, and acknowledgement. Our faculty will also discuss special considerations.



Stewarding and Retaining Planned Giving Donors

In planned giving, we run the risk of being replaced by another cause over the lifespan of a donor. We’ll offer strategies to engage, steward, and retain donors of planned gifts.



Final Q & A and Evaluations

March 27 - 29, 2019
Orlando, FL

Conference Hotel Information:

Rosen Shingle Creek
9939 Universal Blvd.
Orlando, FL 32819

Room Rate: $190
Room Block Dates: nights of March 26, 27 and 28, 2019.
Rate Available Until: March 5, 2019.
Reserve Your Room: Call 866-996-9939 to make your reservations and indicate that you are with the Academic Impressions group to receive the group rate. Please book early - rooms are limited and subject to availability.



Marianne Blackwell

Senior Director, Office of Gift Planning and Leadership Giving, University of Colorado Colorado Springs

In her current role, Marianne primarily supports the fundraising efforts of the University of Colorado Colorado Springs advancement team and assists donors and their advisors in considering and designing charitable giving plans as part of their personal financial and estate planning.

Read Marianne's full bio here.

Theresa Curry

Theresa M. Curry, J.D.

Assistant Vice Chancellor of Development and Executive Director of Gift Planning at the University of Massachusetts, Amherst (UMass)

Theresa joined UMass as an experienced and successful attorney and planned giving professional. Prior to joining UMass, she served as the Assistant Vice President of Gift Planning & Administration at UNH Foundation where she transformed the gift planning program and played a vital role in the success of its recent campaign.

Read Theresa's full bio here.


Doug Puffer

Director of Personal and Planned Giving for Carleton University, Ottawa, Canada

Doug is a recognized expert in gift planning with over 33 years of fundraising success (and failures) in higher education and environmental conservation. He believes that an honest and artful connection with donors and their advisors will build relationships that result in joyful, effective philanthropy.

Read Doug's full bio here.

Questions About the Event?


Whitney Egstad
Program Manager, Academic Impressions

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