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Planned Giving Day May 9, 2019 - Innovation Track
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Thursday, May 9, 2019
8:30 am - 5:00 pm
Convene (Times Square)
117 West 46th Street
New York, NY 10036

 Session Information By Track: INNOVATION


 Thank you to our Conference & Track Sponsor: Pentera



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

Changing Landscapes for Endowments
Walter J. Dillingham, Jr., CFA, Managing Director-Endowments & Foundations, Wilmington Trust

The endowment fund is a crucial financial resource for many nonprofits. Each endowment has a unique beginning and a unique style of management and oversight. Many executive directors, development directors, and trustees know the importance of endowments but are not closely engaged with the endowment process. Yet, many are being asked to support campaigns that seek to both start and expand the endowment, and donors and stakeholders often ask probing questions about the endowment to the nonprofit leadership team. This session will enhance the knowledge of endowment concepts and practices.  It will also review the changing landscape for endowments.  It will highlight the need to develop a Strategic Endowment Plan, which helps a nonprofit document its long term endowment growth plan.  


This session qualifies for CFRE and CPE credit.


Walter J. Dillingham, CFA, Managing Director-Endowments & Foundations, Wilmington Trust

About Our Speaker:

Walter J. Dillingham is Managing Director, Endowments & Foundations at Wilmington Trust, and has been specializing in serving endowments for over 20 years.  Walter and his team work closely with their not-for-profit clients to help them achieve both their investment and philanthropic objectives.  Walter has authored original research on a number of nonprofit sectors including hospitals, community colleges, public libraries, private schools, and religious organizations that have been covered by the financial press. 

Walter is a Chartered Financial Analyst® (CFA) and has nearly three decades of financial services industry experience.  Prior to joining Wilmington Trust, he spent 10 years as director of Philanthropic Management for Bank of America Merrill Lynch.  Earlier in his career, Walter was with David L. Babson & Co. Inc., in Cambridge.  He also worked with institutional investors as a director of Managed Funds Ratings at Standard & Poor’s Corporation, where he began as an equity analyst covering the financial services sector. 
Walter earned an M.S. in Fundraising and Grantmaking from New York University, an MBA from Babson College, and a BA in Economics from Bates College.  Walter is an Adjunct at NYU and teaches the Endowment Concepts & Practices.  

Walter is a Trustee (Chair of Investment Committee; member of new Development Committee) at Fisher College (Boston) and serves on the Forest Hills Gardens Corp. Finance Committee.    He is a member of the CFA Institute, the New York Society of Securities Analysts (NYSSA), the Philanthropic Planning Group of Greater New York (PPGGNY) and the Healthcare Finance Management Association (HFMA).





Session II Seminar: 2:00 pm – 3:10 pm

Achieving Impact through Complex Assets
Ryan Hart, Executive Director of Gift Planning, Columbia University
Maeve Miccio,VP, Strategic Partnerships Eastern Region, Silicon Valley Community Foundation
Ettoré Rossetti, Senior Director of Digital and Marketing Innovation, Save the Children
Milton Speid, Development Director, Eastern Region, Silicon Valley Community Foundation

As the challenges our world faces become more multifaceted and complex, so too are the assets philanthropists are leveraging to address them.  Donors are increasingly seeking to fuel their philanthropy through complex assets such as cryptocurrency, private stock, private equity, etc. Does your organization have a plan to accept these complex gifts? Join Maeve Miccio and Milton Speid of Silicon Valley Community Foundation and Ryan Hart of Columbia University as they highlight giving trends and share best practices to accept gifts of interest in early stage ventures,  closely held, restricted or pre-IPO stock, carried interest and cryptocurrency. This session will explore the challenges in accepting these assets, when to engage an expert partner and best practices for tailored donor stewardship.

This session qualifies for CFRE and CPE credit.

Ryan Hart,Executive Director of Gift Planning, Columbia University

About Our Speakers:

Ryan arrived at Columbia in January 2014 leading fundraising and alumni relations at the Graduate School of Architecture, Planning, and Preservation (GSAPP) and then moved into a University role as Special Advisor for University Development Priorities. Prior to Columbia, Ryan served for more than 22 years at Vassar College, including leading the Gift Planning, Leadership Gifts, Parent Giving, and Annual Fund teams and as Assistant Vice President for Individual Giving and Associate Campaign Director for the college's $431 million Vassar 150: World Changing campaign that successfully concluded in 2013. Ryan is a graduate of Vassar with a degree in political science.








Maeve Miccio,VP, Strategic Partnerships Eastern Region, Silicon Valley Community Foundation

Maeve Miccio serves SVCF’s family of donors including individuals, corporations and nonprofits located in the eastern region. She provides counsel and support enabling donors to achieve meaningful and lasting social impact . Prior to her current role, Maeve was the vice president of corporate responsibility at SVCF where she led a department of professionals who advised more than 100 corporate clients on their global corporate responsibility efforts. Prior to joining SVCF in 2012, Maeve was a director at Changing Our World, a philanthropic consulting firm. She advised Fortune 500 companies on social impact strategies, cause marketing campaigns, strategic partnerships, employee engagement programs and community grantmaking. Before joining Changing Our World, Maeve was a senior manager at Walmart, where she managed the company’s $2 billion signature philanthropy campaign, including the management of a $20 million portfolio of grants focused on hunger relief. Maeve holds a bachelor’s degree in environmental analysis and policy from Boston University.






Ettoré Rossetti, Senior Advisor, Social Strategy & Digital Innovation, Save the Children

Ettoré Rossetti serves as the Senior Director of Social Strategy & Digital Innovation at the global nonprofit organization, Save the Children, where he has been for 14 years. He has been practicing the trade of digital marketing for more than two decades. Ettoré is a catalyst for innovation and grew Save the Children’s social media presence from zero to a community of more than 5.6 million followers. In 2015 he was awarded American Marketing Association (AMA) Nonprofit Marketer of the Year for his work on innovation. In 2013, he was a Webby Award Nominee for his contributions to the charity-gaming platform Gaming for Good.

He is a sought after thought leader and public speaker and has been quoted in Devex, The New York Times, The Wall Street Journal, The Chronicle of Philanthropy and Bloomberg Business. His most recent speaking engagements include panelist at Facebook Communities Summit, closing keynote at the 2016 Peer to Peer Forum, 2016 Games for Change Festival, MCON 2016, 2015 AMA Nonprofit Marketing Conference, 2014 Social Media Week, 2013 Social Media for Social Good and 2011 Thunderbird School of Management.

As an entrepreneur, he co-founded one of the first Internet marketing firms in 1995 serving dot com and global brands such as, Barnes&, Mercedes Benz NA.On a personal note, he is a two-time Guinness World Records™ title holder with his identical twin brother and has an exhibit in the International Tennis Hall of Fame.







Milton Speid, Development Director, Eastern Region, Silicon Valley Community Foundation

Milton Speid rejoins SVCF as the Director of Development for the Eastern Region. He is responsible for supporting the foundation’s work as a global social enterprise and the premier philanthropic partner for charitably minded individuals and corporations.
Prior to returning to SVCF, he was the Head of Donor Engagement & VP of Development for North America at Epic Foundation, a global NGO committed to improving the way individuals give back to charitable causes.  Before Epic, Milton worked at TED Talks with leading fortune 500 companies to share their best ideas with the world. During his initial tenure at SVCF, Milton advised corporate clients on their global corporate responsibility strategies.  While at Bank of America Charitable Foundation, he was responsible for crafting and executing the community and employee engagement plan for the San Francisco Bay Area. 
As the son of Jamaican immigrants, Milton has a personal commitment to poverty alleviation and cultivating relationships that maximize resources to achieve the greatest impact. He holds a Psychology Degree from The University of Hartford where he captained the Men’s Soccer Team. 







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

Triple Your Planned Gifts: How to Exponentially Grow Your Organization’s Future Without Increasing Staff or Budget
Shira Hudson, Associate Director, Planned Giving and Endowments, UJA-Federation of New York
William Samers, Vice President, Planned Giving and Endowments, UJA-Federation of New York

For UJA-Federation’s Centennial, the Planned Giving Department’s goal was raised to 100 legacy commitments in one campaign year, three times the amount that had been done in any previous year.  The department operated for over 30 years and had a successful history of bringing in over $35 million annually. Despite these consistent achievements, the department goal was increased without offering any additional staff.  In order to achieve such an ambitious goal, we had to rethink everything and develop new strategies that would deliver impressive results.  We surpassed this incredible goal using a number of different techniques. This presentation will share how to ramp up even the most successful planned giving program in a short amount of time to create exponential success.  


 This session qualifies for CFRE credit.

About Our Speakers:

Shira Hudson, Associate Director, Planned Giving and Endowments, UJA-Federation of New York

Shira Hudson, the Associate Director of the Planned Giving & Endowments department at UJA-Federation, enjoys working with donors to ensure that the mission of UJA will endure. Shira is instrumental in the team’s efforts in securing approximately $30 million in future bequest commitments each year.  Shira also manages the planned giving operations and leads efforts to use archival material as a tool for engaging and stewarding donors and their families. Prior to joining UJA-Federation, Shira had the opportunity to direct the annual campaign at a private school in Atlanta and worked for two fundraising consulting firms. Shira received a B.A. in Middle Eastern and Asian Languages and Cultures from Columbia University, a B.A. in Jewish History from the Jewish Theological Seminary, and an M.A. in Oral History.







William Samers: Vice President, Planned Giving and Endowments, UJA-Federation of New York

William D. Samers is Vice President of Planned Giving and Endowments at UJA-Federation of New York, the largest local not-for-profit in the country, where he leads an 18 person gift planning department.  He previously worked for the American Committee for the Weizmann Institute of Science (ACWIS).  He is a past president of the Philanthropic Planning Group of Greater New York and Executive Committee member of the Partnership for Philanthropic Planning (NACGP).  Bill has presented at numerous planned giving and development conferences and non-profits. He has been quoted in many publications including the New York Times and the Chronicle of Philanthropy. Bill graduated from the University of Pennsylvania and received his J.D. from Boston University Law School.

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