AFP DC / NCGPC Joint Luncheon - Planned Giving Session

When:  Feb 12, 2020 from 10:15 AM to 1:30 PM (ET)

Location:  Maggiano's 
There is a garage next to Maggiano’s and the entrance is on Wisconsin Ave NW. Please follow the signs for Friendship Heights in the garage, and it will lead you to Maggiano's.

Registration fee:
NCGPC/AFP-DC members  - $35 until 2/10/2020
Member Walk-in - $45

Non-members - $60 until 2/10/2020 
Non-Member Walk-in - $70


Event Schedule:
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation (MGO/PGO panel)
                Moderator: Martha Schumacher
                Panelist: Kevin Cannady
                Panelist: Michael Garceau
                Panelist: Debra Kathman
                Panelist: Adam Lewis
                Panelist: Kay Tuttle

11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation (Charitable Giving Strategies)
               Speaker Mary Jovanovich



Enhancing the Gift Conversation: Major Gift and Planned Giving Officer Collaboration

 Proactive collaboration among major gift officers and planned giving officers is a key ingredient to enhancing gift conversations with your donors. Through this partnership, donors create meaningful gifts in support of charities and colleagues receive professional satisfaction in developing and carrying out thoughtful donor strategies together.

In this session, you will hear how major gift officers collaborate with planned giving officers, what helps to create purposeful partnerships among colleagues, how colleagues establish productive relationships with one another in service of their donors, and ways to maximize gift conversations that result in remarkable gifts for your organization.

Martha_Schumacher_head_shot.jpg Moderator 
Martha Schumacher

President and CEO
Hazen Inc.


Martha Schumacher is President and CEO of Hazen Inc.  She serves as the Association of Fundraising Professionals (AFP) Global Chair and is an international philanthropic thought leader, consultant, author, speaker, coach and champion. Dedicated to unparalleled client service, Martha provides executive campaign counsel, and comprehensive major gifts strategy, training and coaching. Named Outstanding Professional Fundraiser of the Year by the AFP D.C. Chapter, she has been working with and within nonprofit organizations for 25 years.

 
Kevin_Cannady_Headshot.jpg

Panelist
Kevin J. Cannady

Director of Development Programming
Urban Institute

Kevin J. Cannady is director of development programming at the Urban Institute, where he creates engagement opportunities with current and prospective supporters.  Before joining Urban, Cannady led fundraising and advisory board development efforts for the Graduate School of Education and Human Development at the George Washington University.  "

 
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Panelist
Michael Garceau

Advancement Officer
National Air and Space Museum
Smithsonian Institution

 

Panelist
Debra G. Kathman, JD

Director of Gift Planning
World Wildlife Fund


Adam_Lewis_head_shot.jpg 
Panelist
Adam Lewis

Director of Planned Giving
George Washington University

Adam Lewis is director of planned giving at the George Washington University, where he works with alumni and friends who want to create legacy gifts, particularly with alumni of the university’s School of Medicine and Health Sciences and Graduate School of Education and Human Development.  Adam serves on the board of the National Capital Gift Planning Council and holds designations as both a Certified Fund Raising Executive and Chartered Advisor in Philanthropy®."


 

Panelist
Kay Tuttle

Gift Planner
Smithsonian Institution

Now in her fifth year as a gift planner in the Smithsonian’s Office of Advancement, Kay is focused on supporting the work of gift officers across the Institution’s 19 museums and research centers.  She also manages a portfolio focused on the West and Maryland.  Prior to joining the Smithsonian, Kay was a major gifts officer at the National Geographic Society, and before that she spent many years in individual, foundation, and corporate fundraising at public broadcast stations, and was a grant maker at the Corporation for Public Broadcasting.

 

 

Charitable Planning Strategies in a New Giving Environment

 Many high-net-worth individuals give to charity annually, and they often look to you to help them be more impactful in their giving. Discover how to incorporate tax-smart charitable planning strategies into the giving options you present to donors.  Gain insight into the new trends within the wealth management industry.  Learn how professional advisors use charitable planning with their clients and get tips for recognizing opportunities to enhance the conversation with your organization’s donors and increase their overall philanthropic impact.

 Mary_Jovanovich_head_shot.jpg

Speaker
Mary Jovanovich

Senior Manager Business Development
Schwab Charitable

Location

Maggiano's
5333 Wisconsin Ave, NW
Washington, DC 20015