2021 Course Descriptions

{2021 Speaker Biographies} {2021 Annual Conference Schedule}

Wednesday, September 22
8:45 – 9:00am: Welcome & Introductions
9:00 – 10:00am: Session I

Planned Giving 101: Introduction to Gift Planning

Michael Davis, MBA, CTFA
Senior Philanthropic Advisor
The Charitable Services Group, U.S. Bank

Designed for attendees who are new to planned giving or in need of a refresher of the basics, this seminar will provide a broad overview of types of planned gifts. We will cover bequests, beneficiary designations, charitable remainder trusts, charitable gift annuities, and IRA gifts with an explanation of what each of these tools are and how they can benefit your donors. We will also take a moment to look at the big picture of planned giving, what it is and how it fits into development.

10:00 – 10:15am: Break
10:15 – 11:15am: Session II

Planned Giving 102: Legacy Giving and How to Talk to Your Donors About It

Michael Davis, MBA, CTFA
Senior Philanthropic Advisor
The Charitable Services Group, U.S. Bank

Now that we know what the types of planned gift are, let’s look closer at how they intersect with your donor’s estate planning and how to identify opportunities to discuss these vehicles with your donors. We will discuss when these tools may be appropriate for your donors and what the next steps are when you identify a prospective planned gift. Part of this discussion will also focus on marketing of planned gifts as well as a discussion on legacy giving in general and the motivations involved and how to work with your donors to help ensure that their intent and wishes are fulfilled by their planning.

11:15 –11:30am: Break
11:30am – 12:30pm: Office Hours with PG Professionals

Accepting Non-cash Non-traditional Gifts

Kathy Saitas, JD
Advancement Counsel and Senior Director of Gift Planning
Reed College


Brenda Ray Scott, CFRE
Development Director
Blanchet House

NWPGRT Mentorship and Early Career

Mike Macnab

Ann Barden
Director of Gift Planning
Oregon Health & Science University Foundation

Planned Giving Marketing

Julie Feely
Director of Philanthropy
Oregon Public Broadcasting

Thursday, September 23
8:45 – 9:00am: Welcome & Introductions
9:00 – 10:00am: Session I

Session I: Track A

Starting Your Planned Giving Program: Where to Begin

Nicole Engdahl
Senior Vice President, Planned and Annual Giving
National Park Foundation

Are you looking to branch out into planned giving at a new organization? Have you been asked to take over an almost non-existent planned giving program at your current organization? Are you new to fundraising and just aren’t sure how a planned giving program works? Knowing where to begin can be overwhelming. Join Nicole Engdahl for a presentation on how to get your program started and on the right path. We will discuss best practices and tangible steps for how to set up your program, market it and steward your donors all through real-life examples.

Session I: Track B

Leveraging Data to Uncover Gift Planning Prospects

Jenna Proctor
Assistant Director, Relationship Insights
Oregon State University Foundation

Matt Smith
Director, Major Gift Relationship Management
Oregon State University Foundation

Are you working with your best planned giving prospects, or could you be overlooking some great potential donors? In this session we will discuss how to leverage the data in your CRM to help you uncover potential planned giving donors.
During the presentation we will cover what characteristics comprise a good planned giving donor and how you can use that model to find future donors. We will also look at strategies around how to capture planned giving data, improve the quality of that data, and how to use that data to help you uncover your best planned giving prospects. We will conclude the session with a brief look at the future of prospecting and how new tools and technologies can help you in your prospecting efforts.

Learning Objectives:

  1. Audience will learn what characteristics can be used to discover potential planned gift donors in your database
  2. Audience will understand what data they should be capturing and how to use that data for planned gift prospecting
  3. Audience will learn about future tools and technologies, such as Artificial Intelligence/predictive modeling, that will help with the prospecting of planned gift donors
10:00 – 10:15am: Break
10:15 –11:15am: Seesion II

Session II: Track A

Ethics, Fundraising, and Boundaries in Charitable Giving & Estate Planning

Mary Rennekamp
Director of Advancement
Magic Cabinet

Emily Nestor
Database, Project Implementation and Grants Manager
Friends of the Children

The health of your organization relies on ethics. As fundraisers, we all know: donors only give to organizations they trust. And the ante only gets higher as donors consider estate and planned giving options. Consistently maintaining the highest standards of ethics – not merely legality – in both your day-to-day and more complex donor situations is critical to maintaining and building the trust that will invite more long-term investment into your organization.

On the flip side, your organization’s ability to raise sufficient funds also relies on maintaining and supporting talented fundraisers. However, the nature of fundraising can inherently leave fundraisers vulnerable to unethical treatment from prospects or donors they are soliciting for support. Arming fundraisers with tools to spot and avoid uncomfortable situations and draw appropriate and professional boundaries is critical to protecting your talent (and yourself)!

In this session, we will use industry best practices to explore how to spot and navigate common fundraising predicaments in charitable giving and estate planning. You will come away from this session armed with an ethical framework to make you feel confident that you will be able to interact with your donors in a way that makes everyone feel good!

Session II: Track B

Donor Advised Funds: Past, Present, and Future

Rebecca Bibleheimer, JD, LLM
Senior Complex Gifts Officer
Oregon Community Foundation

Although Donor Advised Funds (DAFs) have been around for decades, they have seen a massive boom in popularity in recent years, which has also come with increased scrutiny. In this session we will discuss the legal framework in place as well as what the future may hold in regards to changes to that framework. What are the potential pitfalls of donor advised funds? Do they sufficiently address the tax policies that justify their existence? How will they potentially evolve in the future? How do they best serve donors and the nonprofits they make grants to? Should your organization be offering these funds to your donors? These are some of the questions we will discuss in Donor Advised Funds: Past, Present, and Future, a session led by Rebecca Bibleheimer, Oregon Community Foundation’s Senior Complex Gifts Officer.

11:15 – 11:30am: Break
11:30am – 12:30pm: Session III

Session III: Track A

How Do You Measure a Year? What About Love

 Vivien Trinh
Associate Director of Community Philanthropy—Operations
Oregon Food Bank

C. Nathan Harris
Operations and Director of Community Philanthropy
Oregon Food Bank

The Community Philanthropy team at Oregon Food Bank (OFB) has embarked on a transformational paradigm shift in their philosophical and practical approach to resourcing an end to hunger and hunger’s root causes. As individual staff and as a team, their performance is no longer evaluated based upon the financial outcomes of their work. Instead, together, they’ve designed and implemented philanthropic development programs — and relevant assessments — oriented to new metrics rooted in love, equity and culture. Join the Community Philanthropy team to learn about their equity approach and lessons learned from the journey so far.

Learning Objectives:

  1. How a professional orientation to financial outcomes creates a gateway to harm for the beloved community, including philanthropic development staff and donors.
  2. How an orientation to philanthropy’s true meaning (any voluntary action for good, rooted in a love for humankind) is a path to healing and transformational change rooted in equity.
  3. Oregon Food Bank’s implementation, tools/resources we’ve developed, and lessons learned along our change journey.

Session III: Track B

Gifts of Real Estate: Great Assets for Great Gifts!

Steve Slotemaker
Relationship Manager
TIAA Kaspick

Much of our donors’ wealth is held in real estate and the market has seen tremendous growth in the past decade. Development officers and organizations who are prepared to discuss and accept gifts of real estate can expect to raise even larger gifts for their missions. This session will cover gifts options for Real Estate, how to evaluate and manage these gifts, what to watch out for, and best practices when working with donors and their advisors.

12:30 – 1:30pm: Lunch Hour Social