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.

Program Administration

Gift planning success requires sustained interest and investment in a program that may take years to produce gifts. In this track, speakers help you build strong program infrastructure, from making the internal case and managing risk to ensuring that gift commitments become gift revenue.

Program Administration

Demystifying Post-Death Administration: A Candid Conversation Between a Fiduciary and a Charitable Bequest Administrator

Fredrick Weber and Andrew Fussner

The estate settlement process can be daunting for charitable beneficiaries. This presentation will consist of a candid conversation between a professional fiduciary who specializes in death-related administration of estate and trusts and a planned giving professional who administers bequests for a large public charity. Through this dialogue, the presenters will use real-life examples from the administration of estates and trusts that include charitable bequests and distributions to help charitable beneficiaries better understand their rights and responsibilities when an estate or trust gift they have been cultivating for years has “matured” as a result of the donor’s death. The simple idea is to help planned giving professionals better understand the information that is owed to them during the post-death administration process, to advise them about the information they may be called upon to provide to the fiduciary, and to set realistic expectations about the length of the process and how long is should typically take for them to receive their distribution following the death. It is also about empowering the charitable beneficiaries to question the actions and decisions of the fiduciary and hold the fiduciary accountable in a productive and effective manner, while developing a set of best practices for working with fiduciaries following the death of a donor.

Learning Objectives

  • Gain a better understanding of the process for death-related administration of estates and trusts, with a particular focus on estates and trusts that include charitable bequests and distributions.
  • Improve the interaction with attorneys, executors, personal representatives, trustees and other fiduciaries and professionals responsible for the delivery of charitable bequests following a death.
  • Increase your knowledge of the rights and responsibilities of charitable beneficiaries in death-related administration of estates and trusts to develop more effective working relationships with the fiduciaries and their professional advisors.

 

Fredrick Weber

Fred Weber is a Senior Wealth Advisor in the National Estate Settlement Services Practice at Northern Trust Company in Chicago, IL. Fred works on complex, death-related administration of estates and trusts when Northern Trust acts as fiduciary for a client who has died. Before joining Northern Trust, Fred worked for another corporate fiduciary, practiced law as a trust and estate attorney, and worked as a planned giving officer for a large public charity. Before law school, Fred worked on Capitol Hill for the late U.S. Senator Paul D. Wellstone (D-MN). Fred has presented to the Illinois Institute for Continuing Legal Education, the American College of Trust and Estate Counsel, the Chicago Estate Planning Council and the National Association of Charitable Gift Planners. He also developed and taught a one semester course on death-related administration of estates and trusts at the John Marshall Law School. He holds a BA in International Relations from the University of Minnesota and a JD from DePaul University.

Andrew Fussner

Andrew Fussner is the national Vice President of Estate Settlement for the American Heart Association and oversees the administration of $75 to $100 million in bequest assets annually. He is based in St. Petersburg, Florida. He previously served as the Vice President of Planned Giving for the AHA’s Florida Affiliate and as the AHA’s Director of Planned Giving for the west coast of Florida. Prior to joining the AHA, Andrew was an attorney with the Tampa office of the law firm of Foley & Lardner where he specialized in estate planning, probate/trust administration and tax law. He holds a JD from the University of Florida where he was a member of the Florida Law Review and was inducted into the Order of the Coif. He also obtained a BS in Accounting and a BA in Political Science from the University of Florida. In his spare time, he is an avid runner, hiker, non-fiction reader and can often be found at “The Swamp” rooting for his beloved Florida Gators.

Program Administration

Dementia, Philanthropy and the Audit: What to Know, What to Have, What to Plan

Robert Hofmann and Lani McCollar

Nonprofit institutions risk litigation, negative media, loss of reputation or worse if they are not prepared with sound policies, procedures and a trained professional staff when working with people who may have cognitive impairment due the onset of dementia and its common form, Alzheimer's Disease. A panel of charitable gift planning professionals who led a summit on philanthropy and dementia in 2019 will provide attendees an update on research and discuss one community foundation's redress to an audit. They will also share their work to craft a "Dementia in Philanthropy Guidebook" with related case studies, suggested policies and preferred practices. Attendees will work together to review situational case studies and test Guidebook recommendations.

Learning Objectives

  • Review research that shows elderly Americans are retaining more wealth while engaging in active philanthropy well into their eighties and longer.
  • Understand the clear need to advocate for professional development training in this area, adopt institutional policies, procedures and preferred practices and consider a cultural shift in thinking to protect vulnerable adults as well as professional fundraisers and the institutions they represent.
  • Analyze your institution's readiness by exploring audit findings of a large community foundation that was cited as unprepared. Additionally, learn to articulate your institution's vulnerabilities through a working session with a DRAFT Dementia in Philanthropy Guidebook.

 

Robert Hofmann

Robert Hofmann is a native of the Twin Cities. For the past twelve years, he has worked at the University of Minnesota Duluth (UMD) as Senior Development Officer with the UMD School of Fine Arts. At UMD, he has helped to raise more than $20 M for student scholarships and programs. Rob serves on the board of directors of the Depot Foundation in Duluth, MN, a six million dollar grant making charitable organization, where he is immediate past chair. Before coming to UMD, he was involved in tall ships maritime education from 1997 through 2006 as executive director of the Providence Maritime Heritage Foundation that operated the tall ship Continental Sloop Providence. In that role, he was pivotal in spearheading the Foundation’s development and delivery of exceptional shipboard education programs that were recognized as a model partnership with Providence, RI, Public Schools. While executive director he successfully negotiated with the Walt Disney Co. to have his vessel and crew appear in two of the Pirates of the Caribbean films. Earlier in his career, Rob worked in Boston, Minneapolis and elsewhere as a professional actor appearing on stage and screen. He remains a proud member of Actors Equity Association and the Screen Actors Guild. He appeared as a guest Equity artist in Duluth Playhouse production of Good People in January of 2014.

Lani McCollar

Lani A. McCollar is an Associate Vice President at Bentz Whaley Flessner, where she focuses on capital campaigns, development program audits, board engagement and overall fundraising strategies. Lani brings more than 20 years of experience working and volunteering for multiple nonprofits in Minneapolis/St. Paul metropolitan area. She served as Director of Institutional Advancement for Groves Academy, where she oversaw unprecedented growth and a successful capital campaign. She also has served Metropolitan State University Foundation as Director of Development focusing on alumni and donor engagement, building their co-located university and community library, and has privately consulted with St. Mary’s Foundation, Boys & Girls Clubs of the Twin Cities, People Incorporated, Family Pathways, and CLUES. Lani received her BBA Marketing and Information Systems with honors from the University of Iowa, and a condensed MBA in Nonprofit Management from the University of St. Thomas. She is an active volunteer with many nonprofit organizations in Minnesota. Some of her clients include The Bakken Museum, Minneapolis Jewish Federation, Twin Cities Habitat for Humanity, Minnesota Children’s Museum Rochester, Prodeo Academy, The Basilica of St. Mary, Wayside Recovery Center, Wisconsin Lutheran High School, Wayzata Lake Effect Conservancy and Bolder Options.

Program Administration

Nobody Puts Planned Giving in the Corner

Julie Upham

Planned Giving programs need to start somewhere, and it is often challenging to make the case to start a program even when study after study show that bequest giving is one of the fastest areas of revenue growth for charities. When an organization invests in a professional gift planner, they may expect immediate results, but often-times internal support is minimal, and success is limited. In this session, you will learn ways to engage your executive leadership to better understand the importance of a planned gift revenue stream and inspire your development colleagues to incorporate blended asks into their regular donor outreach. Building on the example of the National MS Society launching its first-ever national planned giving program, attendees will discuss real-life scenarios and develop practical tips to bring back to their organizations. Attendees will leave inspired to become the “Planned Giving Champion” within their own organizations and grow revenue for their missions.

Learning Objectives

  • Discover approaches to engage executive leadership and other development staff in Planned Giving activities.
  • Identify opportunities to integrate planned giving opportunities into major and annual giving donor outreach.
  • Learn strategies to become the planned giving champion for your organization.

 

Julie Upham

Julie Naranjo Upham, CFRE is the Associate Vice President for Major and Planned Gifts at the National Multiple Sclerosis Society. Her team is responsible for raising $45M annually and is the fastest growing area of revenue for the organization. Under her leadership, both programs have grown by double-digit growth and secured the Society’s first-ever 8-figure gift. Prior to the National MS Society, Julie was with Conservational International where she led the Leadership Events program and managed the US and Asia Business & Sustainability Councils. She has held leadership roles with the Greater Washington Board of Trade and the Leukemia & Lymphoma Society, where she managed the development of a corporate sponsorship program and won awards for revenue growth through grassroots fundraising campaigns. Julie is a mentor with her local chapter of the Association of Fundraising Professionals (AFP). She has a Masters in Nonprofit Management from George Mason University and a BA in Government from the College of William & Mary. In her spare time, Julie has completed five half-Ironmans, eight marathons and countless half-marathons and Olympic-distance triathlons.

Program Administration

Making Donor Advised Funds a Win for Your Organization

Andrew Grumet and Angela Burgess

With decades of experience in creating and managing donor advised fund programs and helping nonprofits make DAF programs work for them, our DAF experts will help you understand how a DAF can be the best tool to add to your fundraising toolkit. For many years the DAF space has been dominated by large community foundations and financial institutions. However, with creative thinking and the appropriate resources, DAFs are increasingly becoming powerful giving options for nonprofits of all types and sizes. From the logistics of designing a program, to operations and increased opportunities for donor engagement and stewardship, this presentation will take you behind the scenes to show you how nonprofits are making their own DAF programs a win.

Learning Objectives

  • Understand the current trends in the Donor Advised Fund space.
  • Understand the different models Donor Advised Funds can take at the organizational level.
  • Articulate the ways in which Donor Advised Funds can enhance an existing fundraising program.

 

Andrew Grumet

Andrew Grumet, JD, Shareholder and Chair of the Nonprofit Organizations group at Polsinelli, partners with some of the largest multinational nonprofits, foundations, mission driven companies, social entrepreneurs and philanthropists around the globe. For over 20 years, he has served as outside general counsel to numerous organizations providing practical and strategic legal advice. Over the years he has been retained to advise on some of the most significant transactions and projects, including, among others, structuring a variety of nonprofit/for-profit hybrids, both social and development income bonds, one of the most historic art acquisitions in history, innovative incubator models and some of the most widely seen cause marketing programs. Recognizing that complex problems often require unique approaches, Andrew takes a collaborative, multi-disciplinary approach to his client work. His work with the Strategic Nonprofit Solutions team at Polsinelli exemplifies this approach and serves as a powerful value add to the firm.

Angela Burgess

Angela (Angie) Burgess is the President and CEO of Broad Oaks Consulting, LLC. A former philanthropic director and financial planning executive, she now serves as a trusted advisor to nonprofit organizations on strategic planning, revenue generation and investment development. She is a compassionate, business-minded leader and clear communicator who develops concrete, achievable strategies that create financial stability and drive growth in reach and impact. Prior to founding Broad Oaks Consulting, Angela served as Director of Philanthropy for Mercy Home for Boys & Girls, one of Chicago’s oldest and most well-respected child services organizations. In less than two years, she more than doubled the organization’s major gifts program from $2 million to $4.5 million through building a high-performing philanthropy team and establishing metrics and expectations that cultivated long-term giving. With 17 years of sales, recruiting and speaking experience, Angela thrives on empowering others to become the very best version of themselves. She in an accomplished writer and speaker, offering tangible takeaways to transform and motivate organizations and their teams.

Program Administration

Rome Wasn’t Built in a Day: Laying a Strong Foundation for Your Growing Legacy Giving Program

Tracy Malloy-Curtis and Sabrina Naylor

In recent years, the planned giving industry has learned that strategic, evidence-based multichannel marketing is the engine of a growing planned giving program. With broad utilization of legacy donor surveys and other lead generation campaigns, many organizations are seeing a flood of new leads, often at an earlier stage of their planning process, but the organization may be ill-equipped to manage them appropriately. Many of these leads are in an exploratory stage of their planning or may be at the very beginning of the planning journey. Others may be actively considering a gift. Some need personal engagement with a specialist; others want to access information on their own. While surveys are a great tool for starting to fill your planned gifts pipeline, many organizations hold back from surveying as deep into their file as they should, because they don’t know how to deal with the hundreds, sometimes thousands, of leads generated. We will look at the marketing plans and staffing structure at several organizations in the growth stage of their planned giving program. These organizations range from a small regional organization with one part-time planned giving officer, to several mid-size organizations with planned giving teams of 2 to 4, to a large organization with more than a dozen team members. This presentation will be most useful to organizations with at least one dedicated planned giving staff member, some investment in planned giving marketing, and a growth mindset around maximizing the opportunities for significant realized gift revenue in the coming years.

Learning Objectives

  • Learn steps and strategies for growing your planned giving program beyond the basics.
  • Gain the knowledge to develop an effective staffing structure for your planned giving program.
  • Understand how marketing and front line fundraising staff need to complement each other and work together.

 

Tracy Malloy-Curtis

Tracy Malloy-Curtis has more than 20 years of experience in fundraising for social justice organizations, including the ACLU, International Planned Parenthood and International Rescue Committee, with a primary focus on planned giving and leadership gifts. A former securities litigator, she has a JD cum laude from Case Western Reserve School of Law, where she was the publisher of the Law Review. At Mal Warwick Donordigital, she leads the agency's legacy giving consulting department, advising local, national and international organizations on strategic planned giving program growth and marketing strategies. In her spare time, she enjoys CrossFit, knitting, protesting, rescuing animals and her family.

Sabrina Naylor

Sabrina Naylor has more than 14 years of fundraising experience. She has worked for several nonprofit arts organizations across the country. Sabrina has in-depth experience in direct response fundraising including direct mail, telemarketing, online fundraising, legacy giving and major gift solicitation. At Mal Warwick Donordigital, Sabrina manages legacy giving marketing programs—implementing strategy, campaign development, copywriting and project management. Sabrina holds an MA in Arts Administration from the University of Cincinnati, College-Conservatory of Music and an MBA from the University of Cincinnati.

Program Administration | SUMMIT

Avoiding the Biggest Mistakes in Gift Administration

Jonathan Tidd

Sometimes the simple things aren’t so simple and they create the biggest headaches for charities and the donors who support them. When critical elements of gift acceptance and administration are overlooked, the charity’s donors will risk loss of deductions, and the charity will lose donors. Learn practical ways to create solid gift administration policies for substantiation of gifts, pledges (both current gifts and deferred gifts), appraisals and similar compliance issues.

 

Jonathan Tidd

Jonathan Tidd is a leading lawyer whose practice is specialized in advising organizations on charitable gift planning issues. His clients include a wide range of educational, healthcare, arts, human rights and social service organizations. Jonathan's articles on charitable gift planning have appeared in the Journal of Taxation; Estate Planning; Taxes, The Tax Magazine; Trusts & Estates, and other professional journals. Formerly, Jonathan served as Planned Giving Director for New York University. Jonathan is a member of the Connecticut, Illinois, Indiana, and New York Bars.

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
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