After the program, you'll have a better understanding of (i) planned giving principles and practices, and (ii) how to implement a successful planned giving program. This session is designed for intermediate to advanced fundraisers.
Carol is the managing partner of an innovative financial advisory firm focusing on creating financial solutions for individuals, nonprofits, and corporations. She has been working with nonprofits as a consultant and board member for more than a decade and holds the designation Chartered Advisor to Philanthropies (CAP). Prior to financial advising, Carol was a management and information technology consultant in the US and Europe. Her experience managing large projects, teams and client relationships has formed the foundation for her work with Fair Advisors and nonprofits. Carol has an MBA from the MIT Sloan School of Business.
Jim’s professional career has included 30 years of resource development experience and he has served in public television, the MS Society, the Arthritis Foundation, and the American Red Cross. In 2005, after ten years of experience as a planned giving professional, both at the local and national level, Jim joined the Boys & Girls Clubs of America as a Regional Director of Planned Giving serving Clubs. In August 2006, Jim was promoted to Senior Director of Planned Giving, and with four field staff and a Director of Operations serves all Clubs in the movement. Jim has been active as a board member of the Colorado Planned Giving Roundtable and has recently completed a three-year term as a board member of the National Committee on Planned Giving (NCPG). Jim holds a Bachelor of Science degree from Cornell University and a Masters of Public Administration from the University of Colorado.
Gordon received his Bachelors of Arts in Economics and Psychology from Colgate University in 1983. He went on to complete a Masters in Business Administration with an emphasis in Finance in 1989 from the University of Colorado. Before going into planned giving and the nonprofit world, Gordon worked as a financial consultant, where he acquired experience in estate planning, business succession planning, insurance, and investment management. This provided a wonderful springboard to planned giving and the work he does for National Jewish Medical and Research Center where he has worked since September of 1995. As the Senior Director, National Planned Giving Program for National Jewish Health, Gordon is responsible for planned and major gifts. This includes marketing charitable trusts, gift annuities, bequests and outright gifts to supporters of National Jewish throughout the country.
Our unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times.
Mentoring sessions are available for the cost of $60.00 per session. If you register for a full Summit pass, 2 mentoring sessions are included in the pass.
Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor.
Upgrade to a Full Summit Pass for only $475.00, which includes 2 free mentoring sessions.
Breakfast -Prior to panel discussion, participants and experts become acquainted over a continental breakfast
7:15 AM - 8:00 AM
Lunch -Participants and experts registered for the next session make new contacts over lunch
12:30 PM - 1:45 PM
Networking break -Mid-afternoon refreshments are served to attendees registered for the next session
3:00 PM - 3:30 PM
8:00 AM - 9:15 AM
$ 65.00
9:30 AM - 10:45 AM
11:15 AM - 12:30 PM
1:45 PM - 3:00 PM
3:30 PM - 4:45 PM
Breakfast -Participants registered for the first session become acquainted over a continental breakfast
Networking break -Participants registered for the next session are served mid-morning refreshments
10:45 AM - 11:15 AM
9:00 AM - 12:30 PM
$ 130.00
1:45 PM - 5:00 PM