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Planned Giving Day May 14, 2020 - Illumination Track
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PPGGNY PLANNED GIVING DAY 2020


Thursday, May 14, 2020
8:30 am - 5:00 pm
Convene (Times Square)
117 West 46th Street
New York, NY 10036

Session Information By Track: ILLUMINATION


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

Understanding the How Planned Gifts Work for Your Donors and Your Organization
Margaret M. Holman, President, Holman Consulting

Not sure you understand the difference between a CRAT and a CRUT?  Can you describe in plain language how a CGA works?  This session will help you feel more comfortable talking with your donors (and your organization) about the benefits of donors using the variety of planned gift vehicles to make personally significant gifts to your organization.  We’ll use real-life examples of donors who want to make a planned gift, but don’t know which one is the best for their situation.  And we’ll review what your organization needs to know about each of these gifts.  Q&A throughout the presentation.

This session qualifies for CPE and CFRE credits.



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 has 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 Association of Gift Planners Conference, the European Association for Planned Giving, the Association of Fundraising Professionals and the International Conference for Fundraising Managers.

 

 

 

 

 

 

 



 

Session II Seminar: 2:00 pm – 3:10 pm

Supercharge Your Legacy Giving Program: Effective Multichannel Marketing Across the Consideration Continuum
Tracy Malloy-Curtis, JD, Director of Legacy Giving, Mal Warwick Donordigital

Building a successful and robust legacy gift pipeline requires not only investing in marketing but spending those dollars wisely. In this presentation, we will offer a case study of one client’s planned giving marketing program, as well as examples from other organizations of varying sizes. We will show that by updating their existing marketing to create an intentional, integrated marketing plan that reached donors across the gift consideration continuum, this organization was able to dramatically increase disclosure of legacy gift intentions and their pipeline of qualified leads in just two years. We will also discuss staff and resource expansion needs identified as a result of the growth of their program. We will explain how attendees can start to implement those strategies in their own programs, while building a case for additional investment in their planned giving marketing and staffing. We will spend at least 1/3 of our time on Q&A.

This session qualifies for CFRE credits.

 


 Tracy Malloy-Curtis, JD, Director of Legacy Giving, Mal Warwick Donordigital

About Our Speaker:

Tracy Malloy-Curtis has more than 20 years of experience in fundraising for social justice organizations, with a primary focus on planned giving and leadership gifts. A former securities litigator, she has a J.D. cum laude from Case Western Reserve School of Law, where she was the publisher of the Law Review. At Mal Warwick Donordigital, she leads the agency's legacy giving consulting department, advising local, national and international organizations on strategic planned giving program growth and marketing strategies. In her spare time, she enjoys CrossFit, knitting, protesting, rescuing animals, and her family.

 

 

 

 

 

 

 

 



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

PANEL DISCUSSION: Finding, Developing, and Retaining Staff: Planned Giving as a Career

Dianne Armstrong, John Bacon, JD, Ryan Hart, Michelle Mulia-Howell

Our seasoned panelists will discuss what they look for when hiring new staff members and how they develop cohesive teams.  They will also discuss the role of professional and personal development of team members and how this relates to retention.  Whether you are starting a career in planned giving, seeking staff at your organization, or hoping to make your next career step, this panel will help identify best practices as well as pitfalls to avoid.  Questions will be encouraged.


This session qualifies for CFRE credits.

 


John Bacon, Deputy Chief Philanthropic Officer for PG, The Metropolitan Museum of Art

About Our Moderator:

 John Bacon is the Deputy Chief Development Officer for Planned Giving at The Metropolitan Museum of Art.  Before joining The Met in September 2017, John was the Director of Planned Giving at The New York Public Library for 14 years.  He previously worked as a curator and preservationist before practicing law and working at Smith Barney, where he was part of a team that established a donor advised fund program.  John is a President Emeritus of PPGGNY.  He is active with the arts and New York City community through the Friends of American Arts at Yale and the Historic Districts Council.  John is a graduate of Yale College, the University of Delaware’s Winterthur Program, and Temple Law School.

 

 

 

 

 

 

 

 

 

 


Dianne Armstrong, Vice President for Gift Planning, Planned Parenthood Federation of America

About Our Panelists:

Dianne Armstrong is Vice President for Gift Planning at Planned Parenthood Federation of America.  Her career has included a variety of roles in development at the Rutgers University Foundation (1981-1986), Long Island University (1986-1990), Cornell Medical College (1990-1996), Women in Need (1996-1999), and Planned Parenthood (1999-present).  She earned an M.S. in Nonprofit Management from the New School and has retained the CFRE credential since 1989.  
At Planned Parenthood, Dianne and her team have built a national planned giving program with expertise in planned giving marketing, life income gifts administration, the estates-in-probate process, and working with gift planning donors across the U.S.   Two years ago, they completed the organization’s first Bequest Challenge—resulting in $362,000,749 in documented bequests from 2,380 donors.  They are currently working on integrated gift planning programs with several Planned Parenthood affiliates,  launching an organization-wide Planned Parenthood Legacy Society, and hoping to break another record for the number of unduplicated estate gifts in a single year.          


 

 

 

 

 

 

 

 

 

 

 

 


Ryan Hart, Columbia University

Ryan Hart arrived at Columbia University in January 2014, and for more than four years has led the University Gift Planning team. 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.

 

 

 

 

 

 

 

 

 

 

 

 

 


Michelle Mulia-Howell, Director of Gift Planning, NRDC

Michelle Mulia-Howell is the Director of Gift Planning for the Natural Resources Defense Council (NRDC). Based in the New York office, Michelle oversees the national planned giving team and is responsible for building NRDC’s endowment. She joined NRDC in August 2007. Before her tenure at NRDC, Michelle worked for other prestigious organizations such as Planned Parenthood of NYC, the American Civil Liberties Union and the American Red Cross. Michelle served as Secretary for PPGGNY for two terms. She is on the board of a dance school in Montclair, NJ. She grew up in the Bronx, New York and is a graduate of Mount Holyoke College. 


 
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