In response to the ongoing COVID-19 pandemic, the CGP Board of Directors unanimously voted to present the 2020 CGP Conference entirely online. The safety of our members must be our top priority. Plans are already underway to present a premier online conference using industry-leading technology and the very latest best practices in successful online meetings.

Current Events

A challenging year is nearing its end, and more uncertainty is on the horizon. It's never been more important to stay current on developments in the economy, demographics and donor choices and behavior. Speakers in this track will help you leave old assumptions behind and apply research and cultural awareness to your gift planning practice.

Current Events

Qualified Charitable Distributions: The Year Past and The Decade Ahead

Patrick Schmitt

Starting in 2018, Qualified Charitable Distributions (QCDs) have seen explosive growth among older donors (nearly quadrupling in the last two years alone), and are poised to become a dominant form of giving in the coming decade. This session will: help nonprofit leaders understand the macro-trends influencing the rise in this type of giving; show never-before-seen data from 200+ nonprofits to give insight into what’s happening at other organizations; share best practices from the highest performing nonprofits in order to help the entire sector improve its marketing.

Learning Objectives

  • Understand the driving forces behind the rise of Qualified Charitable Distributions, and what effect the new SECURE Act will have.
  • See how the most successful nonprofits are marketing QCDs, based on real data from hundreds of organizations.
  • Plan for the decade to come, understanding how demographic shifts, macroeconomic factors, donor preferences and even consumer behavior will shape giving in the years ahead.

 

Patrick Schmitt

Patrick Schmitt is the Co-founder and Co-CEO of FreeWill, a social venture he founded at Stanford University in 2016 alongside Jennifer Xia. In three years, FreeWill has grown to 60 staff, hundreds of nonprofit partners, and generated more than $1.5 billion in new bequests and QCD gifts. In 2019, Jenny and Patrick were named "Top 50 Philanthropists" worldwide by Town & Country. Previous to FreeWill, Patrick served as Head of Innovation at Change.org, helping to grow that organization to 200 million users. He also served as a ghostwriter and Head of Email Fundraising for President Obama, helping to develop many of the current best practices in digital fundraising. Patrick has received a Bachelor of Science in Foreign Service from Georgetown University and an MBA from Stanford University with a focus on Social Innovation.

Current Events

The Intergenerational Wealth Transfer--How to Protect Against It and Profit From It

Chris Heldman

We have all heard about the Boston College study predicting that an unprecedented $59 trillion will be passed down to heirs, charities and taxes between 2007 and 2061. We are now in the midst of what experts are calling the greatest intergenerational wealth transfer in history, so why should leadership in the nonprofit sector be concerned? Most organizations are unprepared for the significant changes the intergenerational wealth transfer will bring. There are 7 challenges and disruptors that stand out. We’re entering uncharted territory, and with these new dynamics, development must adjust strategies and priorities to offset current giving shortfalls. In this topical and interactive discussion we’ll consider the cost of inaction, and why organizational strategy needs to reprioritize the fundamentals to hedge long term financial risk!

Learning Objectives

  • The intergenerational wealth transfer is coming; what disruptors should the not for profit sector anticipate and why should leadership be concerned?
  • The sector must overhaul its tried and true approaches to cope with the Disruptor Effect of the Intergenerational Wealth Transfer.
  • Why organizational strategy needs to reprioritize the fundamentals.

 

Chris Heldman

Chris Heldman joined Legacy Leaders in 2007 to head up the U.S. business unit. In that role, he developed some of the largest proactive planned giving marketing programs in the U.S. He has been President and CEO of Legacy Leaders since February 2014. In the time that he has been with Legacy Leaders, he has initiated numerous development programs for many of the premier nonprofits in North American and has spearheaded the development of Legacy Leaders industry-leading donor analytics platform, Donor Compass™. He is regularly consulted by clients on development strategy leveraging his experience with every industry sector and his unique insights gained from working with Donor Compass™.

Current Events

Winds of Change: An Organizational Shift in Noncash Asset Fundraising

Jackie Franey

There has been much discussion surrounding the critical importance of having deliberate conversations with donors regarding giving from wealth (assets) rather than disposable income. We know that donors often lack awareness of the range of available giving vehicles and options, primarily thinking of cash when making a significant gift to charity. This session will focus on how The Nature Conservancy is shifting the culture of the organization by integrating noncash assets into discussions of philanthropic giving options with donors. We will delve into how we have embraced the mental framing research of Russell James and specifically highlight the evolution of our gift planning fundraising team. Like other organizations, we have met challenges along the way, but we have been implementing a new model and seeing great success. We still have more work to do but want to share our early results in this collaborative process and demonstrate how we are using data to build our case for support in securing more outright, blended and planned gifts funded with noncash assets. By leveraging the partnership and expertise of our fundraising team, we maximize opportunities to increase funding and impact from donors with substantial capacity and move the organization’s perspective to one based on raising significantly larger and transformational gifts.

Learning Objectives

  • Understand the challenges to changing an organizational culture to begin raising noncash gifts.
  • Take home data-driven examples of how to build capacity for noncash asset fundraising.
  • Prepare to implement a gift strategist model and mindset.

 

Jackie Franey

Jackie W. Franey is the Director of Gift Planning Fundraising at The Nature Conservancy, where she is directly responsible for the management and leadership of an experienced fundraising team that secures over 2,000 planned giving commitments and more than $200 million a year in deferred gifts from individuals to support TNC's mission of protecting nature and preserving life. Prior to joining TNC, she worked at the DMA, BNYMellon Wealth Management, Communities Foundation of Texas and Children’s Medical Center. Jackie also served as the Director of Planned Giving for the American Heart Association – National Center for ten years and was responsible for implementing a centralized marketing program that generated more than $100 million in annual income. She is a graduate of LeTourneau University and has 25 years of experience in planned giving. She is a Certified Planned Giving Specialist and served on the editorial advisory board of Planned Giving Today. She has previously served on the national board for the National Association of Charitable Gift Planners, along with serving on the Steering Committee for the CGP Leadership Institute. She is a Chartered Advisor in Philanthropy (CAP), completed the Certificate Program in Financial Planning at SMU and speaks frequently at national conferences and planned giving councils.

Current Events

The Elusive, Ever-Changing and Shape-Shifting Planned Giving Donor

Katherine Swank and Lawrence Henze

Planned gift donors are out there, ready to give to your organization. But to many organizations, they’re a mystery and finding them within a large pool of donors and affiliated constituents feels like a trick performed in a magic show. Even once identified, we have to be strategic about how we use our resources to engage them. Applying predictive donor models and donor persona characteristics bridges that gap. For the past 27 years, we have been following the transformation of planned giving donors. Our goal is to share that information with fundraisers to increase their success among the planned giving population. In this tour of the planned gift donor over time, we’ll share Blackbaud’s findings from our study of deferred gift donors in the U.S. and Canada for more than 20 years. We’ll give you a peak behind the curtain and explain the comprehensive set of individual behavioral, wealth, consumer and philanthropic insights that we collect and how we apply advanced analytic methods to understand these individuals. What used to be the “ideal planned gift donor” is no more. Find out why the way we’ve selected prospect mailing lists in the past is now just an illusion of success. Walk away from this session understanding what data is the most important for you to collect and understand how to work smarter and raise more funds using donor insights within your marketing program.

Learning Objectives

  • Estimated potential of planned giving as a subset of all giving.
  • Compare characteristics of planned giving donors in 2020 to what we knew five years ago and identify the organizational data you should collect to better inform your planned giving efforts.
  • Take home modeled and wealth data that is available to you to freeze those shape-shifters into a definable group of prospects, and database and fundraising strategies to help you grow your planned giving program

 

Katherine Swank

Katherine Swank has over 25 years of experience in the fundraising industry as a consultant, development officer and advancement team manager. As a member of Blackbaud’s Analytics Consulting Team for over a decade, her role facilitates strategic, customer-facing content for Blackbaud Target Analytics’ custom modeling, wealth screening and prospect research solutions to enhance customers' development efforts with data-driven strategies. Before assuming this role, she served as the national director of gift planning at the National Multiple Sclerosis Society home office. Katherine has raised over $200 million during her career. She’s past-president of the Colorado Planned Giving Roundtable and served as an affiliation faculty member at Regis University, where she taught development-related courses at the master’s level for more than 10 years. She has a JD from Drake University School of Law and formerly practiced in the state of Arizona. Katherine is a frequent speaker at bbcon, NACGP, APRA, AFP and other industry conferences.

Lawrence Henze

Lawrence Henze has worked in the nonprofit sector for over 39 years, with the first 13 years focusing on development and marketing positions primarily in higher education. Since 1993, Lawrence has worked in the field of data and predictive analytics, co-founding Econometrics and later creating Core Data Services providing analytics services and related consulting on behalf of organizations in the United States and Canada. Blackbaud purchased Core Data in 2001, creating Blackbaud Target Analytics. Lawrence is a frequent presenter at nonprofit conferences across the United States and Canada, covering a range of subjects that include annual giving, major and planned giving, relationship management and predictive analytics. He received his BA in political science from Carroll University, as well as an MA in public policy and JD from the University of Wisconsin-Madison.

This conference teaches me how to talk to my donors and gives me the technical behind the scenes skills that give me the confidence in front of smart people who have smart goals for their philanthropy.
CGP Conference
October 7-9, 2020
Presented Online
Register Now