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Planned Giving Day May 14, 2020 - Innovation Track
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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: INNOVATION


 Thank you to our Conference & Track Sponsor: Pentera


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

The Power of Asking the Right Questions: Blended and Documented Estate Gifts
Dave Smith CAP®, President and CEO, Heaton Smith Group, LLC

Change your donor conversations to secure more documented estate and blended gifts.  Presenter will discuss a series of questions that will help major and planned gift fundraisers increase the number of documented estate and blended gifts for their organizations.  Several case studies will be highlighted that include donor fact patterns, principal factors that influenced donors’ gift documentation, and outcomes that range from gifts of cash, appreciated stock, current charitable lead and remainder trusts, real estate, DAFs, and bequests.  The importance of gift agreements and donor stewardship will also be discussed.  

This session qualifies for CFRE and CPE credits. 


Dave Smith, CAP®, President and CEO, Heaton Smith Group, LLC

About Our Speaker:

Dave Smith founded Heaton Smith Group, LLC in February 2009. With nearly 25 years of experience in the nonprofit sector, he has served clients from a wide range of sub-sectors, which include healthcare, academic medicine, higher education, arts and culture, religion, and independent schools – and one Texas-based presidential library and think tank.  Dave’s work includes donors with modest estates as well as high-net-worth individuals and those with private foundations and family offices. 
Passionate about gift documentation, Dave has led his firm to become the leader in blended and documented estate gifts in the legacy and charitable estate planning space for an average gift of $515,000.  Dave serves on the boards of The Giving Institute and Giving USA Foundation.  He is a member of the Foundation’s Resource Development Committee and its Special Planned Giving Research Project Committee.  In addition, Dave serves on the Association for Healthcare Philanthropy Affiliate Advisory Council and its Sub-Committee for Statement of Standards & Code of Ethics.  





Session II Seminar: 2:00 pm – 3:10 pm

Meeting Buster Mayberry: A Gift Planning Conversation Lab
Barbara Yeager, CAP®, Director of Education and Programs, National Association of Charitable Gift Planners
Kent Weimer, CAP®, Director of Trusts, Estates & Gift Planning, Parkland Hospital

Buster Mayberry is a long-time donor to High State University. A succession of fundraisers has treated him like a checkbook because he’s always willing to help. But no one really understands why he’s been loyal, or what might increase his giving. During this highly interactive program, you will meet Buster in person. Using clues from his donor file and family and financial history, you will attempt to uncover his passions and move his philanthropy to a new level. Buster is based on a real donor, and at the end of the meeting, we’ll reveal how a young gift planner moved beyond the transactional to the transformative and unlocked Buster’s passion and wealth.


This session qualifies for CFRE credits. 

Kent Weimer, CAP®, Director of Trusts, Estates & Gift Planning, Parkland Hospital

About Our Speakers:

Kent Weimer is Director of Trusts, Estates & Gift Planning at Parkland Foundation in Dallas, TX, where he works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. His extensive expertise in institutional advancement comes from 40 years of experience in community-based health care, higher education, cultural institutions, international healthcare, youth development and social service organizations. Kent has been actively involved in CGP for 17 years including leadership roles at the Chicago Council of Planned Giving and the Dallas Council of CGP, where he is a past president. He is currently chair of the national CGP Board of Directors.







Barbara Yeager, CAP®, Director of Education and Programs, National Association of Charitable Gift Planners

Barbara Yeager is Director of Education and Programs for the National Association of Charitable Gift Planners in Indianapolis, IN. She has been a student, fan and enabler of gift planning since 1991. Her work at CGP includes research projects, resource and standards development, conference programming and community building. She holds the Chartered Advisor in Philanthropy credential and is immediate past president of Charitable Gift Planners of Indiana. She is a member of the Carter Center's Philanthropy Council.  In the Indianapolis community, Babs volunteers with Girl Scouts of Central Indiana and the Eagle Creek Park Foundation.   









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

Why Your Organization is Missing the Boat: The Art and Science of Closing 100 Grantor CLTs
Lani Starkey, JD, LLM, Founder, Fifty Rock Consulting, LLC

Your presenter and his gift planning colleague (Randy Huston, CFP, Yellowstone Trust Administration) have closed over 100 grantor CLTs, and Lani will tell you exactly how they did it during this fast-paced breakout session.  Yet, despite this proven road map, the planned giving and professional advisor community has not had as much success establishing any kind of CLTs as it would like. The reason for this is not due to the lack of available information. To the contrary, there is in our opinion too much information and some of it is counterproductive or confusing.

This CLT scarcity can end now if we are armed with the “right” tax, philanthropic, and marketing knowledge and use it more effectively to communicate with donors, families, and advisors. When properly designed, CLTs are not just for the top 1% but very viable options for the other 99%. After this eye-opening session, any gift planner or advisor – new or veteran – can start (or restart) marketing and closing CLTs immediately.


This session qualifies for CFRE and CPE credits. 


About Our Speakers:

Lani Starkey, JD, LLM, Founder, Fifty Rock Consulting, LLC

Lani Starkey, JD, LLM is the founder of Fifty Rock Consulting, LLC and a nationally recognized philanthropic planning expert. He is an accomplished consultant, fundraiser, tax attorney, former CPA*, professor, coach, and presenter. As a popular and sought-after trainer, mentor, and speaker, Lani frequently presents at conferences and meetings across the country on innovative fundraising strategies as well as traditional development best practices.






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