September Program

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Details

Date(s) & Time(s):

09/17/2010
  • 11:00 a.m. - 2:00 p.m.

Location:

The Racquet Club, 215 South 16th Street Philadelphia, PA

www.rcop.com
Discount parking is available at the garage located at 1616 Chancellor Street. Payment must be made in the Racquet Club in the amount of $11.

Registration Information:

Deadline: 09/15/2010

Registered individuals who are unable to attend must cancel within 24 hours or else will be billed.

Description

Topic:

Luncheon & Meeting

Morning Session (11:00 a.m. – 12:00 p.m.)

“Accountability: It’s Not Just For Major Gift Programs Anymore”

Two of the most common issues with running a successful planned giving program are (1) how to integrate planned giving into a fundraising campaign, and (2) how to quantify the program in terms that development directors and boards of trustees can understand and appreciate. In this session, we will explore how several very different non-profits handle these two issues. You will walk away with a step by step approach so you too can conquer these issues and demonstrate that your program is accountable too.

Luncheon Program (12:30 – 2:00 p.m.)

“Proving the Value of a Gift Planning Program to Your Organization”

According to Warren Buffet, “Price is what you pay. Value is what you get.” How can gift planners convince their organizations that the price of allocating resources to planned giving efforts today will result in tremendous value for the organization tomorrow? Using data compiled from over two decades of planned giving results, this session will show how gift planning campaigns 1) can produce immediate results and 2) can be tracked for long-term success. Whether your organization’s gift planning program is just getting underway or has been in place for years, this session will equip you with the specific tools you need to demonstrate that a gift planning program is a must for every organization.

Brochure:

Speaker(s)

Morning Session (11:00 a.m. – 12:00 p.m.)

“Accountability: It’s Not Just For Major Gift Programs Anymore”

Christine S. Ewan, JD is the Senior Director of Planned Giving for Penn Medicine (University of Pennsylvania School of Medicine and the University of Pennsylvania Health System) and supports its development staff of more than 40 frontline fundraisers. She oversees planned gifts from alumni, grateful patients, faculty, and friends of Penn Medicine, and coordinates stewardship activity for 350 members of Penn Medicine’s Medical Legacy Circle. Ms. Ewan is a former practicing attorney who has been in development for 7 years with prior experience as a major gift officer, planned giving officer, and director of development and alumni relations.

Dr. Robert E. Fogal, ACFRE, CAP®, is minister of philanthropy for the United Church of Christ in southeastern Pennsylvania and an executive coach to professionals in the field of philanthropic fundraising. He has held CDO positions in higher education, health care, and human services. Bob is also former director of The Fund Raising School at the Indiana University Center on Philanthropy.

Christian P. Sockel, JD, is the newly appointed Director of Advancement and Capital Gifts at The Hill School, Pottstown, PA. Prior thereto, he was Director of Capital Giving at The Hill for 14 months. Christian also has held the position of Senior Director of Major and Planned Giving at Albright College and Major Gifts Officer at Ursinus College, his alma mater. Christian practiced law for 6 years in Wyomissing and Lancaster, PA before embarking on a career in Advancement. He is a graduate of The John Marshall Law School.

Luncheon Program (12:30 – 2:00 p.m.)

“Proving the Value of a Gift Planning Program to Your Organization”

*Christopher Scott Abbott, CFP® is the Director of Development for the Masonic Charity Foundation of New Jersey. In this role, he oversees all fundraising efforts for the Foundation. On staff at the Foundation for over 20 years, Chris holds a unique vantage point with the Foundation’s planned giving donors, having stewarded many from gift inception through receipt. Chris is a Certified Financial Planner® designee, and holds a B.A. in English from Swarthmore College and a Master’s of Taxation from Villanova University.

Cost

PPPGP Members - No Charge (Click on "None Required" for Payment Info) : $0.00
Non-Member - No Charge for Morning Session Only (Click on "None Required" for Payment Info) : $0.00
Non-Member - Luncheon Session : $35.00

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