The 9th Annual Gift Planning University
March 5, 2019
8:30 a.m. - 4:30 p.m.
4125 Westown Parkway, Suite 104, West Des Moines, IA 50266
Learn the essential information and tools needed to create long-term sustainabilityfor your nonprofit organization through donor cultivation and gift planning.
Gift Planning University will guide nonprofit professionals and board leadership through the gift planning process to support the organization's mission and utilize the Board of Directors to its full potential.
Gain confidence you need to start the planned giving conversations with your donors!
This day-long agenda will include sessions on:
GIFT PLANNING PANEL OF EXPERIENCED PROFESSIONALS
Don Ireland-Schunicht, CAP®, Unity Point Health - Des Moines Foundation
Elaine Appleby, CAP®, InterVarsity
Rita Gilbertson, CFRE, Mary Greeley Medical Center Foundation
CHARITABLE GIFT PLANNING VEHICLES – A PRIMER
Johnne Syverson, CFP®, CAP®, Executive Director, CGRC, LLC
Learn about charitable planned giving vehicles, which ones are best for your organization and your donors’ particular situation including CGAs, PIFs, CRTs & CLATs.
REAL SOLUTIONS TO REAL PROBLEMS! – PLANNED GIVING CASE STUDIES
Bill Gustoff, JD, Hagenow & Gustoff Law Firm
Presenting real case studies illustrating the knowledge gained in the previous gift planning vehicles session.
HELPFUL HINTS FROM THE HECKERLING INSTITUTE
Lynn Gaumer, JD, The Stelter Company
Lynn will be sharing the charitable planning nuggets she gleaned from attending a week-long conference.
MAXIMIZING DONOR ADVISED FUNDS FOR IMPACT
Lynn Yontz, CAP®, Chief Charitable Giving Officer, Community Foundation of Greater Des Moines
Partners in Philanthropy-Learn how donors use a DAF and who gives through this vehicle. Understand how your nonprofit can collaborate with the Community Foundation of Greater Des Moines to meet your donor and organizational goals.
GETTING OFF THE FUNDRAISING TREADMILL
Chad Borgestad, Consultant, The Focus Group
Are your organization's fundraising results dependent on a series of events throughout the year-creating donor, staff and volunteer fatigue? Learn a more strategic and relational approach to raising funds that are critical to fulfilling your mission.
THE FINALE IN SONG!
John Claes, Director of Philanthropy and Corporate Relations, Lutheran Services in Iowa
Registration Fee - Only $69 per person by February 19, 2019;
$89 per person after February 19th.
5.25 CFRE credits pending
For more information contact Johnne Syverson at 515-277-4050 or jsyverson@MagnifyYourImpact.com