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Planned Giving Day May 7, 2018 - Illumination Track
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Monday, May 7, 2018
8:30 am - 5:00 pm
Convene (Times Square)
117 West 46th Street
New York, NY 10036

Session Information By Track: ILLUMINATION

Thank you to our Track Sponsor: Stelter


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

Charitable Gift Annuity Programs: ACGA Best Practices
Laurie W. Valentine, JD, Attorney, Fisher & Sauls, P.A.

The American Council on Gift Annuities has compiled “best practices” from its surveys of successful charitable gift annuity programs. Following those programs’ investment, administration, and Federal and state regulations compliance policies and procedures will help ensure the continued success of gift annuities as a viable charitable gift option for charities and their donors. 

This session qualifies for CFRE, CLE, and CPE credit.

Laurie W. Valentine, JD, Attorney, Fisher & Sauls, P.A.

About Our Speaker:

In October 2017, Laurie Valentine rejoined the Wills, Trusts and Estates Department of Fisher & Sauls, P.A., in St. Petersburg, Florida, where she practiced from 1982 to 1993. Prior to her return to private law practice, Ms. Valentine served 23 years as Trust Counsel and Chief Operating Officer of the Kentucky Baptist Foundation (KBF) in Louisville, Kentucky. Ms. Valentine’s work at the KBF included working with donors and their advisers to develop charitable gift plans to accomplish the donor’s charitable giving objectives; providing charitable giving expertise to KBF staff and the development staff of the Kentucky Baptist Convention and its related institutions and agencies; and administration of the trust compliance for the KBF’s $175 million of endowment, investment management, CGA, DAF, and CRT funds.

Laurie has spoken on a variety of estate planning, charitable gift planning, and incapacity planning topics at seminars sponsored by The Florida Bar, Louisville Bar Association, American Council on Gift Annuities (ACGA), Crescendo Interactive, and National Catholic Development Conference.

Ms. Valentine has been involved in various professional and community activities over the past 36 years, including service, beginning in 2000, on the board of ACGA.

Ms. Valentine earned a juris doctor degree from the University of Florida College of law and a bachelor of arts from the College of Arts and Sciences at University of Florida.



Session II Seminar: 2:00 pm – 3:10 pm

Preparing for and Optimizing Donor Visits
Olga Briker, PhD, Director of Gift Planning, Haverford College

Preparing for donor visits is the equivalent of homework for all development professionals, and it is assumed that we do it (though undoubtedly all of us have had to wing it). At Haverford College, we have come to appreciate two distinct methodologies for preparing for donor meetings that have helped to inform our work, led to more effective collaboration with colleagues in Institutional Advancement and across departments and disciplines and with volunteers, and helped to close numerous planned and leadership-level blended gifts such that the College well exceeded its $225M campaign goal. This session will begin by addressing traditional ways of preparing for donor visits and offer specific suggestions for enhancing preparation. Think of this session as an "answer key"--you will learn the answers, but for maximum effect, you need to prepare differently in your respective shops.

This session qualifies for CFRE and CPE credit.

Olga Briker, PhD, Director of Gift Planning, Haverford College

About Our Speaker:

Olga Briker is Director of Gift Planning at Haverford College, which she joined in 2008 as its first Associate Director of Gift Planning. Olga has played a key role in helping individuals and families realize their philanthropic aspirations. She is active in the annual Middlebury College Planned Giving Conference and serves on the Board of the Planned Giving Council of Greater Philadelphia. Prior to Haverford, Olga served ten years as the Development Director at Silver Springs – Martin Luther School; her earliest position in the field was as a Researcher/Writer at Fox Chase Cancer Center. Olga holds a Ph.D. in Russian Literature from Columbia University.







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

Building a Successful Bequest Program – From Prospect Identification to Realization
Michael J. Valoris, Senior Consultant , PG Calc

Bequest intentions matter – they matter a lot!  In most planned giving programs, realized bequests will account for 80%-90% or more of all planned gifts. Every charitable organization, regardless of size, can and should have a bequest program. However, bequest gifts don’t just happen. Those charities with the most lucrative bequest programs proactively market and solicit bequest gifts.

This session will take participants through the entire bequest process – from identifying best prospects, donors’ options for making a bequest, marketing, stewardship, through to effective administration of realized bequests. What are some of the ways to enter this delicate conversation with donors? And what do donors need to know about the new tax laws when doing their estate plans? 


This session qualifies for CFRE and CPE credit.

Michael J. Valoris, Senior Consultant , PG Calc

About Our Speaker:

Mike Valoris is a Senior Consultant for PG Calc. In addition to having been a front-line fundraiser, Mike has directed gift planning programs at American Friends Service Committee, Swarthmore College, and Temple University.  Mike has supported gift officers in identifying their best planned giving prospects, joining them for donor visits, coaching them on raising the topic of planned giving in the donor’s living room, and identifying planned gift opportunities. He joined PG Calc in 2015.

A former board member of the Planned Giving Council of Greater Philadelphia, Mike has presented workshops for Penn State, Temple and at national planned giving conferences.  Mike has an undergraduate degree from Penn State and a law degree from Delaware Law School. He began his legal career in 1979 and held his first gift planning position in 1998.





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