Getting Oriented

Getting RE-Oriented: Revitalizing an Established Gift Planning Program

William Samers

THURSDAY, OCTOBER 3, 2:00 – 3:00 p.m.


Planned giving departments are often asked to significantly increase their goals without additional staff or resources. This can happen even to well functioning departments that have been in existence for many years. Success requires rethinking familiar strategies and developing new ways to use the time and talents available to you.This presentation will show you how to ramp up even the most successful planned giving program to create exponential growth. Everyone will leave with a plan for three steps they need to take immediately to enhance their own efforts.

Learning Objectives

  1. Significantly enhance an existing successful planned giving program.
  2. Take specific steps to increase planned gift activity and revenue.
  3. Ensure that your program is using best practices for obtaining future commitments.


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William Samers

Vice President of Planned Giving and Endowment, UJA-Federation of New York

William D. Samers is Vice President of Planned Giving and Endowments at UJA-Federation of New York, the largest local not-for-profit in the country, where he leads a 15-person gift planning department. Before UJA-Federation, he worked for the American Committee for the Weizmann Institute of Science (ACWIS) most recently as the Vice President of Gift Planning and Compliance. He is a past president of the Philanthropic Planning Group of Greater New York and served on the Executive Committee of the Partnership for Philanthropic Planning as Secretary and Chair of the Investment Committee. Bill has presented at the AFP International Conference; the National Conference on Planned Giving; the Planned Giving Councils of New York, New England, Connecticut, Philadelphia, Palm Beach, Houston, and San Francisco as well as to the New York State Society of Certified Public Accountants. He has been published in the Journal of Gift Planning and the Conference Proceedings for the Partnership for Philanthropic Planning National Conference. Bill has been quoted in many publications including the New York Times, the Chronicle of Philanthropy, and the Non Profit Times. Bill graduated from the University of Pennsylvania and received his J.D. from Boston University Law School.