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Planned Giving Day May 15th, 2017 - Innovation Track
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Monday, 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 Conference and Track Sponsor: Pentera



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

"THE ASK - How to Get to YES!" 

My Five-Step Foolproof Method For Any Ask works with resounding success and it will work for you. Whether you need to ask for the initial meeting; ask the right questions; ask for the planned gift; ask to clarify what you think you heard; and ask for a definitive answer my Five Steps will get you the results you deserve. Come with your specific questions – leave with action steps to get you to YES!


This session qualifies for CFRE credit.


 Laura Fredericks, CEO & Founder, The Ask

About Our Speaker:

Laura Fredericks is the Billion Dollar A$K Maker Powerhouse, who as CEO and Founder of THE A$K© trains and coaches nonprofits and businesses on How to A$K for Money…and More of It. She is the first to combine the most trusted professions, law and philanthropy, to show how any person, charity or business can raise money to unprecedented levels. For over 25 years, she has advised organizations around the globe on current trends within the philanthropic world and emerging thoughts on management of their assets, personnel, and organizational structure. Her five books, including THE A$K©, are the international industry leading go-to guides. Her latest book: “THE ASK: For Business, For Philanthropy, and Every Day Living” will be out November 2017.  Laura is today's Money Wellness Expert and Media Personality.







We want your questions…

As a special part of this year’s Planned Giving Day, Laura Frederrick’s Innovation Track session "THE ASK - How to Get to YES!" will be an interactive discussion with attendees. We want your questions for Laura in advance so that she can prepare to discuss what YOU want to hear and take away from  the seminar. Click here to submit a question for Laura to consider in her presentation.
You can submit as many questions as you would like.
We will also be taking questions on-site.


Session II Seminar: 2:00 pm – 3:10 pm

"What Nonprofit Professionals Really, Absolutely Have to be Doing on LinkedIn Right Now"

In this session, attendees can become very well-versed in the latest ways to manage a stand-out LinkedIn personal profile page, with emphasis on branding themselves in accord with the brand of the organization. We will also look at a effective nonprofit’s company profile page. Learn to locate and network with like-minded professionals to further your funding and following among your community, volunteers, corporate sponsors, board candidates and prospective hires.

 This session qualifies for CFRE credit.

Marc W. Halpert, LinkedIn Trainer & Evangelist, connect2collaborate

About Our Speaker:

Marc W. Halpert defines himself as a “multi-preneur.” In his third concurrent professional service company, connect2collaborate, he spreads his high-energy LinkedIn evangelism as:

- a trainer in professional practice firms, strategizing better ways to differentiate from the competition
- a coach, helping individuals in all walks of life articulate their brand and achieve new career goals
- an instructor in companies and corporations, aligning departments and employees’ LinkedIn personas with the corporate message
- an advisor to nonprofits, cultivating their talent pool, volunteers, donors, boards and corporate sponsors, and
- a speaker at conferences, teaching LinkedIn best practices, customized to the audience.

Mr. Halpert has authored numerous articles on evolving LinkedIn techniques in national publications, is frequently heard on NYC business radio, and serves as a subject matter expert for the press on personal branding and social media topics. His new book, “LinkedIn Marketing for Law and Professional Practices: Techniques that Work” is due to be published by the American Bar Association. See his profile at



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

"Connect – The Key to Connecting is Adapting"

A new philanthropic-planning model is needed to work with the next generations of donors — the Leading Boomers, Younger Boomers, Generation X, Millennials and the Great Recession or Boomerang generation (New Philanthropists) — because they do not trust charities. Our approach must be fundamentally different than the way we approach Traditionalists. Our fundraising systems and methods must adopt a donor-focused, philanthropic-planning approach or we may risk a rapid decline in donor participation and philanthropy.
Learning Objectives for this Presentation:

1. Understand the philanthropic approach to help donors get what they want.
2. Learn how each generational cohort is different and how those differences affect their motivation to give.
3. Learn to adapt your approach and asking style to connect with donors of all generations.

 This session qualifies for CFRE credit.

Joseph Tumolo, CAP®, Owner

About Our Speaker:

Over the last 11 years, starting with The Planned Giving Company and Virtual Giving, Joe Tumolo, CAP®, developed a client base of over 300 charities that included Universities, Independent Schools, National Charities and Healthcare and Social Service charities. In 2014 he joined the Constellation Advancement Group to focus all his attention to training and coaching charities to take their planned and major giving programs to the next level. Mr. Tumolo is a board member of the Planned Giving Council of Greater Philadelphia. In his personal life and as a volunteer, he is planned giving chair for Montgomery County Community College in Blue Bell, PA where he helps in soliciting and stewarding planned giving donors. He recently earned his Chartered Advisor in Philanthropy certification from the American College in Bryn Mawr, PA.  He lives in the Philadelphia area with his wife Lorraine and the Jack Russell/Hound Dog they rescued, Tye.





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