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Planned Giving Day May 15th, 2017 - Illumination Track
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Wednesday, May 15, 2017
8:30 am - 5:00 pm
Convene (Times Square)
117 West 46th Street
New York, NY 10036

Session Information By Track:


Thank you to our Track Sponsor: Stelter


Session I Seminar: 10:50 am – 12:00 pm

"Planned Giving 101" 

This session will cover planned gift essentials for those new to the field, or those who have planned giving added to their job responsibilities, or those who want to brush up on planned gift prospect and donor demographics, the types of gifts your organization should offer, what each of the planned gifts does and offers your donors, what to include in a gift acceptance policy, and planned gift donor recognition and societies. There will be four case studies to help you understand planned gifts and how to use them.

This session qualifies for CPE and CFRE credit.

 Margaret M. Holman, President,
Holman Consulting

About Our Speaker:

Margaret M. Holman is president of Holman Consulting, a full-service fund-raising consulting firm she founded in New York City in 1991. 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 non-profit management, lectures widely, and has served as faculty for several institutes, conferences and seminars, including the Association of Fundraising Professionals (AFP), the International Conference for Fundraising Managers in Birmingham, UK, the National Committee on Planned Giving conferences, and the European Association for Planned Giving seminars.  

She is an emerita president of the Philanthropic Planning Group of Greater New York, was president of Women in Development in New York, and is serving 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 member of the Board of Directors and a Trustee of the University of Nebraska Foundation and was an advisor to the European Association of Planned Giving. She is the co-author of “The Complete Guide to Careers in Fund Raising” (Kendall/Hunt Publishers); “Major Gift Fundraising” (Directory of Social Change Publishers, London, England); and is a contributing author of “Nonprofit Consulting Playbook”, Charity Channel.





Session II Seminar: 2:00 pm – 3:10 pm

"The Five Elements of Successful Planned Gift Marketing" 

This session will cover the essential roadmap for maximizing marketing budgets, and generating the best quantity and quality of planned giving leads. You’ll hear a concise primer on the most current best practices for each of the critical components of successful mail, phone, and digital marketing. 

This session qualifies for CFRE credit.

Mohammad Zaidi, Director of Gift Planning and Special Campaigns, American Civil Liberties Union Foundation

About Our Speaker:

Mohammad Zaidi has held both gift planning and major gift responsibilities with the American Civil Liberties Union Foundation for the past 12 years, and currently serves as Director of Gift Planning and Special Campaigns. He leads the $360 million planned gift component of the ACLU’s Centennial Campaign, which will be formally announced in 2019. Mohammad is also a Lecturer on the adjunct faculty with Columbia University’s Master’s in Nonprofit Management Program. In his 25 year career in development he has served with the National Audubon Society, Boy Scouts of America Greater New York Councils, Planned Parenthood Federation of America, and The New York Public Library. Mohammad is a past president of the Philanthropic Planning Group of Greater New York.  He studied Economics at the Stern School of Business at New York University.








 Session III Seminar: 3:45 pm – 4:55 pm

"Black Belt Gift Planning: Ten Stages to Becoming a Master"

Join Alexandra P. Brovey, J.D., LL.M in exploring the various stages in a typical gift planner's career path that lead to success individually and at your charitable organizations. We will discuss lessons learned, gift scenarios, training ideas and donor stories at each stage. We will interact to discuss both the art and science of gift planning, including metrics, blended gift scenarios and other current topics. We will also explore both “hard” and “soft” skills that epitomize the character of a master gift planner.

This session qualifies for CFRE credit.

Alexandra P. Brovey, J.D., LL.M, Senior Director of Gift Planning, Northwell Health Foundation

About Our Speaker:

Alexandra Pia Brovey is the Senior Director of Gift Planning at Northwell Health Foundation in New Hyde Park, New York.  After practicing law as an estate planning attorney for 6 years, Alex has focused on gift planning for the past 18 years at three institutions of higher learning (The Pennsylvania State University, Pace University and Stony Brook University) with campaigns ranging from $100 million to $1.3 billion, before joining Northwell Health Foundation in 2008.





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