The Summit

Various Sessions

Reynolds Cafferata, Stephanie Casteel, Erik Dryburgh, Michele McKinnon, Jeff Thede


There are things you and your gift planning program absolutely must do well. Some of these are controlled by rules and regs. If you falter, you’ll be in trouble with the law. The most important things maintain your credibility in the eyes of your donors. You must deliver what you promise—the benefits to the individual donor and the impact on the world. Is what you’re doing now good enough? If not, how can you improve? Summit sessions offer an opportunity to expand your understanding of “best practices.” With facilitators and experienced peers, you’ll collaborate to analyze situations and solve problems before you encounter them in your own work.

October 3
10:00 – 11:00    Donor Advised Funds    Reynolds Cafferata
11:30 – 12:30    Gift Substantiation    Stephanie Casteel
2:00 – 3:00    Enforcement and Donor Restrictions    Erik Dryburgh

October 4
10:00 – 11:00    Bequest Administration    Michele McKinnon
11:30 – 12:30    Internet/Interstate Fundraising    Jeff Thede


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