Wednesday, Oct. 7

Don't Leave Treasure on the Table

Natosha Reid Rice

Global Diversity, Equity and Inclusion Officer

Habitat for Humanity International, Inc.

Natosha Reid Rice has recently transitioned into the role as Habitat for Humanity International’s first Global Diversity, Equity and Inclusion Officer. Natosha, who has served as the Associate General Counsel, Real Estate and Finance with Habitat since 2011, will now join the nonprofit’s senior leadership team and will lead the development and the execution of Habitat’s global strategy for diversity, equity and inclusion. In her previous role as Associate General Counsel, Natosha initiated and managed financing programs and strategies to generate sources of capital that enable Habitat affiliates to build affordable housing with families throughout the U.S. In addition to her work at Habitat, Natosha served as an Associate Pastor at Ebenezer Baptist Church for 11 years before accepting her new role as Minister for Public Life at All Saints’ Episcopal Church. 

Thursday, Oct, 8   

Putting Research to Work in Your Gift Planning Program

Renowned gift planning researcher Russell James unveils new research—including updated findings from the Health and Retirement Survey that reveal so much about American charitable bequest demographics. He focuses on how to put gift planning research to work in identifying the best gift planning prospects, in stewardship to retain donors and other practical ways that research can enhance your gift planning program.

Russell James

Russell James, JD, PhD, CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University. He directs the on-campus and online graduate program in Charitable Financial Planning. He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.

Friday, Oct. 9

The Pandemic & Gift Planning – What We’ve Learned and What to Expect

Past crises and downturns show that strong gift planning programs can thrive during challenging times, but the COVID-19 pandemic is fundamentally different than any challenge we’ve seen. Travel restrictions. High-risk populations. Changing expectations for social distancing. Budget cuts and economic instability. Are these obstacles also opportunities? Our panelists talked to gift planners from all kinds of organizations across the country to learn how the pandemic and its ramifications are affecting donor relations, marketing strategies and the discussions that lead to gifts. They’ll explore trends and offer insights for gift planning expectations and practices that will stay with us long after we have a vaccine.

Jeff Comfort

Vice President - Principal Gifts & Gift Planning
Oregon State University Foundation

Jeff Comfort has 33 years of gift planning experience. He currently is vice president of principal gifts and gift planning at the Oregon State University Foundation, where he provides strategic leadership to the gift planning program and oversees the staff that assists donors in making deferred, assets-based or complex gifts to the university. He spent 18 years at Georgetown University, where he oversaw university-wide gift planning efforts resulting in approximately $500 million of gift commitments and receipts in his tenure. Before arriving at Georgetown in 1995, he spent 11 years in Denver directing the gift planning program for the National Jewish Medical and Research Center. As a volunteer leader of CGP (when it was the National Committee on Planned Giving), Jeff served as president, chaired the 10th National Conference on Planned Giving and was a member of the NCPG board of directors for five years. Additionally, he was a member of the ethics committee and chaired the task force on gift valuation.

Cynthia Krause

Vice President – Gift Planning
Baylor Health Care System Foundation

Cynthia Krause is currently Vice President of Gift Planning for Baylor Health Care System Foundation, overseeing all traditional gift planning efforts, including outright gifts of complex assets. A former estate-planning attorney, she also served as Associate Trust Counsel for Baptist Foundation of Texas and principal consultant for Wilson & Krause. She held a faculty appointment at The College of William & Mary National Planned Giving Institute, served on the National Committee on Planned Giving (now National Association of Charitable Gift Planners) board of directors, chairing its 11th National Conference on Planned Giving, and was a member of the editorial advisory board of Planned Giving Today.

Nathan Stelter

President
The Stelter Company

The Stelter Company, a leading source for gift planning marketing for the nonprofit community, currently serves more than 1,400 organizations nationally. Nathan’s responsibilities include a little bit of everything, from product development, strategic partnerships and marketing consultation to client services and corporate marketing. His primary concentration and passion is overseeing Stelter's consulting and marketing teams and using his expertise to develop distinct marketing solutions for Stelter clients that connect with donors and provide results for the organization. Nathan is a member of the National Association of Charitable Gift Planners board and serves on its metrics task force and the task force that developed the National Standards for Gift Planning Success. He is a past board member of the National Capital Gift Planning Council (Washington, DC) and current member of the Mid-Iowa Planned Giving Council. Nathan is a graduate of the University of Iowa with a BBA in marketing.

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.