2023 | 2022 | 2021 | 2020 | 2018 | 2017 | 2016 | 2015
2023
November 29, 2023
AFP Texas Coastal Bend
National Philanthropy Day Conference
September 21, 2023
Charitable Gift Planners of West Virginia
Annual Summit
August 23, 2023
Colorado Planned Giving Roundtable Summer Symposium
QCDs: are they for me?
July 19, 2023
Association of Fundraising Professionals (AFP) Global
Using the Legacy IRA Act to Grow Giving from Older Donors
See resources
June 13, 2023
Planet Philanthropy
Are QCDs for me?
2022
December 1, 2022
Colorado Planned Giving Roundtable
Friends for Life: Stewarding Legacy Gifts
See resources
- Fundraising Effectiveness Project
- FEP Dashboard (updated quarterly)
- National Standards for Gift Planning Success
- Take the NSGPS assessment
- Article: What your board should learn from Starbucks
- Giving USA 2019 Special Report: Leaving a Legacy: A New Look at Planned Giving Donors (links to purchase report and view announcement webcast)
- Sample of “The Four Pillars of Donor Relations by Lynne Wester
- Facebook tour of Tulane University’s Mussafer Hall
- University of Georgia 2019 Donor Experience & Legacy Giving Survey
- Bloomerang Blog: “Donor Love, For Life: A Look at Planned Giving Stewardship”
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
November 17, 2022
Alabama Charitable Gift Planners
Friends for Life: Stewarding Legacy Gifts
See resources
- Fundraising Effectiveness Project
- FEP Dashboard (updated quarterly)
- National Standards for Gift Planning Success
- Take the NSGPS assessment
- Article: What your board should learn from Starbucks
- Giving USA 2019 Special Report: Leaving a Legacy: A New Look at Planned Giving Donors (links to purchase report and view announcement webcast)
- Sample of “The Four Pillars of Donor Relations by Lynne Wester
- Facebook tour of Tulane University’s Mussafer Hall
- University of Georgia 2019 Donor Experience & Legacy Giving Survey
- Bloomerang Blog: “Donor Love, For Life: A Look at Planned Giving Stewardship”
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
September 29, 2022
National Association of Charitable Gift Planners
Career Checkpoint: The Long and Winding Road of Estate and Gift Planning
See resources
August 25, 2022
Planned Giving Forum of Greater Sacramento
Friends for Life: Stewarding Legacy Gifts
See resources
- Fundraising Effectiveness Project
- FEP Dashboard (updated quarterly)
- National Standards for Gift Planning Success
- Take the NSGPS assessment
- Article: What your board should learn from Starbucks
- Giving USA 2019 Special Report: Leaving a Legacy: A New Look at Planned Giving Donors (links to purchase report and view announcement webcast)
- Sample of “The Four Pillars of Donor Relations by Lynne Wester
- Facebook tour of Tulane University’s Mussafer Hall
- University of Georgia 2019 Donor Experience & Legacy Giving Survey
- Bloomerang Blog: “Donor Love, For Life: A Look at Planned Giving Stewardship”
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
August 18, 2022
Bayou Community Foundation
A Moves Management Love Story
See resources
- Abila Donor Engagement Study
- Article: The Five Most Important Components to a Healthy Relationship
- The Encyclopedia of Public Relations
- Atomic Habits by James Clear
- Article: Want to improve your relationship? Start paying more attention to bids
- Article: The Importance of Legacy Giving to the Donor Relationship
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
June 2022
NonprofitPRO
“Develop Deep Donor Relationships with These Cultivation Tactics” by Jeff Jowdy
See resources
June 16, 2022
Association of Fundraising Professionals, Greater New Orleans Chapter Annual Conference
Don’t put gift planning in a corner: How and why not to silo legacy giving strategies
See resources
- National Association of Charitable Gift Planners
- “Charitable Gift Planning in America: a Brief History” by Ronald A. Brown
- “Madam C.J. Walker’s Gospel of Giving: Black Philanthropy During Jim Crow” by Tyrone McKinley Freeman
- “Mind the GAP – How gift acceptance policies make you the superhero by Kent A. Weimer
- Bloomerang blog: “How do charitable gifts of retirement account assets typically work?” by Lisa M. Chmiola
- National Gift Annuity Foundation (contact our friend Johnne Syverson!)
- In memory of our mascot, Ava Lynn
- Download 8 Fab Things Every Fundraising Professional Should Know about Gift Planning
- Don’t Put Gift Planning in a Corner Spotify playlist
May 24, 2022
Mid-Iowa Planned Giving Council
A Moves Management Love Story
See resources
- Abila Donor Engagement Study
- Article: The Five Most Important Components to a Healthy Relationship
- The Encyclopedia of Public Relations
- Atomic Habits by James Clear
- Article: Want to improve your relationship? Start paying more attention to bids
- Article: The Importance of Legacy Giving to the Donor Relationship
January 26, 2022
Pittsburgh Planned Giving Council
Friends for Life: Stewarding Legacy Gifts
See resources
- Fundraising Effectiveness Project
- FEP Dashboard through Q3 2021
- National Standards for Gift Planning Success
- Take the NSGPS assessment
- Article: What your board should learn from Starbucks
- Giving USA 2019 Special Report: Leaving a Legacy: A New Look at Planned Giving Donors (links to purchase report and view announcement webcast)
- Sample of “The Four Pillars of Donor Relations by Lynne Wester
- Facebook tour of Tulane University’s Mussafer Hall
- University of Georgia 2019 Donor Experience & Legacy Giving Survey
- Bloomerang Blog: “Donor Love, For Life: A Look at Planned Giving Stewardship”
2021
July 2021
Bloomerang
Three Fundraising Pros Give Their Advice On What You Should Do After You Get Laid Off
June 2021
Crescendo Interactive
Finding the Good in a Difficult Time – What We Can Take from Covid-19
May 6, 2021
Bloomerang
You’ve Been Let Go from Your Nonprofit Job, Now What?
March 21, 2021
TEDxLenoxVillage
Leaning Into a Layoff: Learning Yourself and Trusting Your Gut
January 14, 2021
Bloomerang
Lean on Me: The Strength of Mentorship for Nonprofit Professionals
See resources
- National Mentoring Month
- William Wordsworth, “The Prelude” (non-affiliate link)
- Mindtools, “Mentoring: A Mutually Beneficial Partnership”
- Lisa Fain and Lois Zachary, “Bridging Differences for Better Mentoring: Lean Forward, Learn, Leverage” (non-affiliate link)
- Indeed, “How To Find a Mentor”
- NPR, “The Right Mentor Can Change Your Career, Here’s How to Find One”
- AFP Global, “Mike’s Monday Message: The Importance of Being a Mentor”
- Lailah Gifty Akita, “Think Great, Be Great!” (non-affiliate link)
- Patrick Lencioni, “The 5 Dysfunctions of a Team” (non-affiliate link)
- Insala, “Top 10 Tips for Being a Good Mentee”
- The Guardian, “Mentoring Tips: How Mentor and Mentee Can Make The Most of It”
- Business News Daily, “How To Find a Mentor”
- Forbes, “5 Steps to Help You Effectively Mentor During a Pandemic”
- Mentoring programs (please note membership is required in the organization to participate): AFP Global, Association for Healthcare Philanthropy, Council for Advancement and Support of Education, Grant Professionals Association
- AFP Global partnerships with international fundraising associations
- Bloomerang blog posts on mentoring: “Fundraising Mentoring: A Lost Art?” and “Mentoring: An Overlooked Path to Fundraising Expertise”
2020
October 14, 2020
Nonprofit Hub
What’s Your Legacy? Implementing a Planned Giving Program
See resources
- Dr. Russell James’ research
- Planned Giving definition: The Fundraising Authority, LLC
- Planned Giving definition and resources: Association of Fundraising Professionals
- Giving USA 2020
- Leaving a Charitable Legacy with an IRA
- Bryan Clontz’s e-book: Charitable Gifts of Noncash Assets
- Example of a planned gift letter of intent/society form
- Obstacles Ahead: Dealing With Objections to Planned Giving
- National Association of Charitable Gift Planners
2018
August 9, 2018
Association of Fundraising Professionals
How Do You Relate? Building Healthy Fundraising Relationships
2017
August 23, 2017
Association of Fundraising Professionals, Permian Basin Chapter
Communicating with Younger Donors
June 15, 2017
Association of Donor Relations Professionals, San Antonio Chapter
Social Media for Event & Campaign Success
May 25, 2017
Bloomerang
Gift Planning for Gen X and Gen Y Donors
March 9, 2017
Rice Center for Philanthropy and Nonprofit Leadership Best Boards Conference
What Board Members Should Know About Social Media
2016
November 16, 2016
Power Tools Conference
You said WHAT about us on Facebook? Why your organization needs a social media policy
November 3, 2016
Rice Center for Philanthropy and Nonprofit Leadership
Major Gifts and Planned Giving: The Fundamentals
May 5, 2016
AFP DFW Philanthropy in Action Conference
“Cracking the Code of Communicating with Younger Donors” with Emily Reed
April 28, 2016
Planned Giving Council of Houston 14th Annual Gulf Coast Regional Gift Planning Conference
“Friends for Life: Planned Giving Stewardship” with Dave Tinker, CFRE
March 20-22, 2016
AFP International Conference on Fundraising
“Social Media for Special Events” with Josh Hirsch; “The AFPeeps Present: Plugged In – A Social Media Panel to Help Prep Your Philanthropic Phuture”
March 11, 2016
Association of Donor Relations Professionals NYC Conference
Friends for Life: Planned Giving Stewardship
January 4, 2016
Nonprofit Leadership Alliance Management Institute
Snap this! How Social Media Impacts You and Your Nonprofit
2015
November 12, 2015
AFP New Jersey Conference on Philanthropy
“Cracking the Code of Communicating with Younger Donors” with Emily Reed
July 24, 2015
AFP Arizona State Conference
“Social Media for Special Events” with Josh Hirsch
June 11, 2015
Houston Association of Independent Schools Conference
What’s Your Plan? Implementing a legacy donor program
April 13, 2015
CASE District IV Conference
You said WHAT about us on Facebook? Why You Need a Social Media Policy”
March 30-31, 2015
AFP International Fundraising Conference, Baltimore, MD