Events

Events

Event Fees

LuncheonMbrNon
Pre-registered$60$75
Day of Event$75$75
Events » Calendar » Event Details

April 21, 2010

3 West Club, 3 W. 51st St, New York City

12:00 — 12:30 Networking
12:30 — 2:00 Luncheon
Meal of the Day: Entree Salad with Grilled Chicken accompaniment (subject to change)

Topic: Job Fusion or Confusion: The Marriage of Major and Planned Gifts

We’re all being called upon to take on more responsibilities at the office since the implosion of the U.S. economy in 2008. Many planned gift officers now find themselves working with major gift donors and many major gift officers are learning to swim in the planned gift pool. How do you survive and thrive? Participants will hear the top ten survival tips and will walk away with practical tips that will make this “new normal” of job fusion work.

Luncheon Speaker

Margaret M. Holman portrait Margaret M. Holman

President
Holman Consulting, Inc.

Margaret M. Holman is President of Holman Consulting, Inc. a full-service fund-raising consulting firm she founded in New York City in 1991. Until November 1997, she was also a senior consultant in the Northeast region for The Sharpe Group, a planned giving company located in Memphis, TN.

Ms. Holman served as Senior Vice President for Development and Communications at America’s first and largest humane society, The ASPCA. She has also held senior fundraising management positions at a variety of arts, health and educational institutions throughout the country.

Ms. Holman has published numerous articles on planned giving and non-profit management, lectures widely, and has served as faculty for several institutes, conferences and seminars, including the National Committee on Planned Giving Conference, the European Association for Planned Giving, the Association of Fundraising Professionals (AFP) and the International Conference for Fundraising Managers in Birmingham, UK.

She is the immediate past president of the Philanthropic Planning Group of Greater New York, was president of Women in Development in New York, and served on the Greater New York Chapter of AFP Board. She chaired America’s largest one-day conference on philanthropy, Fund Raising Day in New York in 1999 and 2000. Ms. Holman is a trustee of the University of Nebraska-Lincoln Foundation and an advisor to the European Association of Planned Giving. She is a member of the adjunct faculty at the New York University George H. Heyman, Jr. Center for Philanthropy and Fundraising and is the co-author of “The Complete Guide to Careers in Fund Raising” (Kendall/Hunt Publishers) and “Major Gift Fundraising” (Directory of Social Change Publishers, London, England).

Coming Events

September 15, 2010

10:00 — 12:00 Seminar
The Why, When and Who of Gift Planning

September 15, 2010

12:30 — 2:00 Luncheon
Gift Planning in 2010 and Beyond: The Experts’ View

October 20, 2010

12:30 — 2:00 Luncheon

November 17, 2010

10:00 — 12:00 Seminar
Gift Plans (Annuities, Trusts, etc.)

November 17, 2010

12:30 — 2:00 Luncheon

December 15, 2010

12:30 — 2:00 Luncheon

January 19, 2011

10:00 — 12:00 Seminar
Marketing

January 19, 2011

12:30 — 2:00 Luncheon

February 16, 2011

12:30 — 2:00 Luncheon

March 16, 2011

10:00 — 12:00 Seminar
Case Studies, Ethics & Stewardship

March 16, 2011

12:30 — 2:00 Luncheon

April 13, 2011

12:30 — 2:00 Luncheon

Endowment Development Services logo

We provide signature newsletters, e-booklets, and target mailers for planned giving markets.

The Sharpe Group logo

We bring financial acumen, resources and philanthropy to nonprofits.