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Development Day - June 5, 2024

Planned giving and other sources of development continue to evolve and, if used correctly, can make a positive difference to organizations and donors. To be successful, you need access to: * New Trends *Perspective *Best Practices

Invest one day and get a year's worth of the insight and advice you need to create your plan for success. You'll hear from top national and regional experts about "what works" and how that will benefit your organization, your donors/clients, and your career. You and your staff will not want to miss this!!

Location: VisTaTech Center, Schoolcraft College, 18600 Haggerty Rd, Livonia, MI

Registration closes on May 21st!

 


2024 Conference Sponsors & Exhibitors


Gold Sponsors


Bronze Sponsors


Exhibitors and In-Kind


2024 Conference Agenda

Opening Plenary: 8:00 am - 9:00am

  • Always Look a Gift Horse in the Mouth
    Always Look a Gift Horse in the Mouth

    Kent C. Weimer

    Not all gifts are beneficial. To protect your organization, you need to fully understand what you're getting when offered a gift that doesn't come completely strings-free. Before accepting gifts with restrictions, or gifts that require further action from the organization, make sure that you're willing—and able—to do what it takes to maximize the gift. In this session, we’ll walk through some of the warning signals to watch for when offered gifts with restrictions or non-traditional gifts. We’ll share experiences that have been ripped from the headlines and discuss how to best handle difficult conversations. Attendees will leave with a better understanding of what red flags to watch for—and why—and will be armed with tips on how to communicate with donors when you can’t say yes.


Breakout Track 1: 9:15 am - 10:15 am (Choose 1 of 3)

  • Case Study: Duke 100 Challenge
    Case Study: Duke 100 Challenge

    Anne Morrison Bradley, CAP, Sr. Associate & Philanthropic Advisor, Duke University

    The Office of Gift Planning at Duke University launched its first ever gift planning matching challenge in April 2023 with a pool of $1M in matching funds. In eight short months, the challenge led to the documentation of 132 new campaign countable gifts with a face value of $53M+. This presentation will give you a full overview of the challenge including the planning phases, strategic decisions that were made, marketing plan, implementation, and analysis. Come with lots of questions and leave with the confidence to plan your own challenge!

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  • Data Alchemy: Turning Mundane Messages into Donor Engagement Gold
    Data Alchemy: Turning Mundane Messages into Donor Engagement Gold

    Ryan Bladzik, Major Gift Officer, Covenant Healthcare

    Every fundraiser knows that the more personal the communication, the more engaged a donor becomes and the more likely they are to evolve as donors. But personalizing everything for every donor is an impossible task…or is it? Clever and creative use of data and technology tools can customize even the most mundane donor touches—such as gift acknowledgements and receipts, gift return slips, and even donor newsletters—garnering more attention, delivering more relevant messages, and opening up new opportunities for engagement.

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  • At the Intersection of Estate Planning & Philanthropy: Considerations and Best Practices for Professional Relationships Between a Philanthropic Professional and a Professional Advisors
    At the Intersection of Estate Planning & Philanthropy: Considerations and Best Practices for Professional Relationships Between a Philanthropic Professional and a Professional Advisors

    Klementina (Tina) X. Sula, Philanthropic Advisor, Jewish Federation of Metro Detroit
    L. Paul Hood Jr., Paul Hood Services

    Philanthropic professionals often interact and intersect with a donor’s professional advisors in the course and scope of the client’s philanthropy. This exclusive LISI practical program discusses and identifies some best practices in the relationship of a philanthropic professional on behalf of a charitable organization and a donor’s professional advisor.


Breakout Track 2: 10:30 am - 11:30 pm (Chose 1 of 3)

  • Nobody Puts Gift Planning in a Corner: Why and How Not to Silo Legacy Giving Strategies
    Nobody Puts Gift Planning in a Corner: Why and How Not to Silo Legacy Giving Strategies

    Lisa M. Chmiola, M.S., CFRE, CSPG, Fablanthropy

    Planned giving doesn't receive the attention it deserves in many nonprofit organizations, due to perceptions of it being difficult or intimidating. But if you are not aware of and incorporating gift planning strategies into your donor relationship management, you are leaving gifts on the table ... namely, gifts of non-cash assets.

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  • Gift Agreements for Perpetuity
    Gift Agreements for Perpetuity

    Samuel E. Nuxoll, Associate General Counsel, University of Michigan

    Preserving a donor’s wishes in writing can be important for the administration of current and planned gifts, especially for the long term. Sam will discuss when and why it is appropriate to have agreements with donors for their current and planned gifts. He will talk about the elements of agreements and what should and should not be negotiable.

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  • Actionable Strategies for Engaging the Affluent Woman Donor, a Multi-Disciplinary Female Panel Discussion
    Actionable Strategies for Engaging the Affluent Woman Donor, a Multi-Disciplinary Female Panel Discussion

    Nicole Gopoian Wirick, JD, CFP, President, Prosperity Wealth Strategies
    Ashleigh Imerman, Vice President, Major Gifts and Donor Relations, United Way for SEM
    Tracy Wick, M.U.P, SRES, Tracy Wick Property Team
    Kathleen A. Cieslik, JD, Partner, Varnum LLP
    Emily Fishwick, CPA, President, Sykes, PLLC

    Women often lead the household in charitable giving decisions, but lag in participation in investment strategies, legal and financial planning discussions. This disconnect creates inefficiencies, delayed decision making and subpar outcomes. We will explore a framework that describes how to build meaningful long-term relationships with women donors over their lifetimes.


11:30 - 12:30 pm Buffet Lunch 


Breakout Track 3: 12:30 - 1:30 pm (Choose 1 of 3)

  • Women as Planned Giving Donors
    Women as Planned Giving Donors

    Rick Kress, ACFRE, President & CEO, Kress Consulting
    Laura Tomassi-Miller, Tomassi-Miller Strategies

    Don't ignore the women! Women are a key demographic for your planned giving prospect pipeline. More bequests come from women than men and they make planned giving decisions in very unique ways. Join us for a presentation to explore why women are the key demographic for planned gifts and how they give differently in this avenue. We will then review the 12 indicators of planned giving potential and how they apply to women, along with marketing and outreach strategies to cultivate these gifts. We will incorporate case studies/stories to support the content.

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  • The Talk: How Advisors Stories from the Trenches: Troublesome Gifts and the IRS Can Have the Charitable Giving Conversation (Intermediate/Advanced Track)
    The Talk: How Advisors Stories from the Trenches: Troublesome Gifts and the IRS Can Have the Charitable Giving Conversation (Intermediate/Advanced Track)

    Kent C. Weimer

    Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization.

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  • Can I use by DAF for that? Strategies for Leveraging DAF Philanthropy
    Can I use by DAF for that? Strategies for Leveraging DAF Philanthropy

    Robert E. Kass, JD, LLM (in Taxation), Counsel, Varnum LLP
    Kathleen A. Cieslik, JD, Partner, Varnum LLP

    Donor advised funds are not only useful giving tools for donors, but also present some unique opportunities for Development Officers.

    In this session we will review DAF basics and recent statistics regarding DAFs. We’ll then take a deep dive into the various types of grants which can -- and cannot -- be made from a DAF. Finally, we'll explore ways you can leverage DAF philanthropy for your organization.

Closing Plenary: 1:45 - 3:15 pm

  • A Moves Management Love Story
    A Moves Management Love Story

    Lisa M. Chmiola, M.S., CFRE, CSPG, Fablanthropy

    Moving prospects through the donor life cycle is like a good love story: even after the courtship, it’s a lifelong journey of maintaining the relationship you worked so hard to build. But what does this truly look like? Regardless of how you interact with donors (in-person, phone, email, social media, etc.), building relationships in a healthy manner is a must for your organization’s longevity as well as your personal ethics as a fundraiser. We’ll discuss how to do this in a caring and thoughtful way, ensuring impact on your organization’s mission for years to come.

    Outcomes:
    Learn elements of successful relationship building.
    Understand opportunities for relationship building throughout all stages of the cycle.
    Discuss donor and client interactions to further refine practices of healthy relationship building.