Note: Katy’s tips will be put into practice in the Major/Blended Gifts Track at the National Conference on Philanthropic Planning. Major gift officers who need gift planning practice—and planned gift officers who train major gift staff—will work together with the faculty (including Katy) to analyze the motives and options for a loyal donor seeking increased impact.
We asked André R. Donikian, chairman and founder of Pentera, Inc., now in its 40th year, to design The Summit track for this
year’s National Conference on Philanthropic Planning in Orlando. Here is his take on the speakers he selected for a track designed to appeal to the most experienced gift planners.
For Immediate Release
For more information, please contact:
Gloria Kermeen Program Manager
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Tuesday, August 18, 2015
MORGAN STANLEY PRIVATE WEALTH MANAGEMENT AND GRAYSTONE CONSULTING BRING “THE BIG PAYDAY” LIVE, THEATRE STYLE PRODUCTION TO THE NATIONAL CONFERENCE ON PHILANTHROPIC PLANNING
How much do you remember from the last conference session or planned giving council meeting you attended? Chances are that if you were sitting passively, watching bullets fly by on Powerpoint slides, you don’t remember much.
Especially since the latest recession, gift planners have been challenged to quantify their effectiveness at work that, from a business perspective, often cannot show immediate returns. Most would agree that planned gift fundraising has a high return over time, but the margin of error is high and the time period is undetermined and extended—a real conundrum for data-driven management. When Presidents, CFOs and boards of directors set aggressive, short-term goals, there is a strong incentive to hire a major gift officer to raise $250K rather than a planned gift officer to raise $500K.
In 1903, the poet Rainer Maria Rilke answered letters from 19-year-old Franz Kappus, who hoped to become a poet himself. Kappus published Rilke's advice in Letters to a Young Poet, a book that is less about writing and more about living like a poet. At this year's National Conference on Philanthropic Planning, staff of the Partnership for Philanthropic Planning (www.pppnet.org) followed Rilke's lead and asked a room full of experienced charitable planners what advice they'd give to young people beginning careers as nonprofit gift planners or as estate and financial planners who advise philanthropists. This deck captures common threads in their responses. We invite you to share it with young people whom you feel would be great philanthropy advocates and guides.