Tuesday, March 11, 2014
76 East Monroe St
Register for the
10:00am Nuts and Bolts Session
TOPIC: The Responsibilities of Directors of Private Foundations
Speaker: James Hellige, JD
10:30am Morning Session
TOPIC: Sharing the Legacy: Promoting Gift Planning Through Trustee Engagement
- The Nature Conservancy’s Trustee Legacy Ambassador Program was developed in 2008 to increase Board member familiarity with planned giving and increase support for Legacy Club enrollment among our Trustees audience.
- Since implementing the program the percentage of trustees who have included the Conservancy in their estate plans has grown from 10.7% to 32%.
- This presentation will describe the Trustee Legacy Ambassador model and focus on sharing best practices for engaging trustees in planned giving.
- It will include sample job description, program outline, talking points, goal setting tips and idea for measuring success.
Nancy Baker and Abby Favro, The Nature
Nancy A. Baker, J.D. entered the not-for-profit world in 2000, after more than 20 years as a practicing estate and trust attorney. Since then she has worked with countless donors interested in making a difference through various types of legacy gifts. In 2006, having worked for the Alzheimer's Association's Northern California and Northern Nevada Region, the California Academy of Sciences in San Francisco, CA and the Hospice of Contra Costa Foundation in Concord, CA, Nancy joined The Nature Conservancy. As part of a team of Regional Gift Planners, she assists donors and trustees and supports philanthropy staff in ten states throughout the Midwest as well as in New Mexico where she is based. Nancy was a co-presenter on
Marketing Planned Gifts at the 2002, 2003 & 2004 Annual Conferences, in addition to serving on the Conference Committee for the 2006 Annual Conference. Nancy was co-author with Erik Dryburgh of the article
When Good Gifts Go Bad, in The Journal of Gift Planning, Volume 10, Number 1, March 2006 and she recently spoke to the New Mexico Estate Planning Council on the topic
When Advisors and Non-Profits Work Together Everyone's a Winner.
Abby Favro has worked exclusively in the non-profit arena since graduating from Arizona State University with a Bachelor of Arts degree in Museum Studies in 2003. While in Phoenix she worked for the National Multiple Sclerosis Society and Desert Botanical Garden. She has experience in all aspects of fundraising
including: managing large scale walk-a-thons, securing corporate sponsorships,
soliciting and running silent auctions, supervising an annual fund, hosting high
level donor events, managing a portfolio of major gift prospects, and supporting
a capital campaign. At present, she manages The Nature Conservancy’s pioneering
Trustee Legacy Ambassador program on a national level to support out the door
fundraising staff in reaching their gift planning objectives while
simultaneously working with individual volunteers. Abby is a current scholarship
recipient for the Chicago Council on Planned Giving and PPP.
12:30 pm Afternoon Session
TOPIC: Value of Online Engagement: Using Social Media to Build & Maintain Relationships
You already know that building strong relationships with existing and potential donors is the key to long-term loyalty. But you may not have thought about how you can strategically use social media as part of your stewardship efforts. Connecting to and engaging with significant and next-generation donors where they already are make them more likely to engage with you and helps you build community around the issues that are vital to your organization.
Join us in this session on social media strategy and learn:
- How to determine which social media platforms to use and how to use them effectively
- Best practices for managing, monitoring and reporting social media activity
- How to use LinkedIn to identify and research prospects as well as cultivate relationships
Alyssa Pfennig, Partnership on Philanthropic Planning
Alyssa Pfennig is the Public Relations and Marketing Manager
for the Partnership for Philanthropic Planning. She is a Certified Association
Executive (CAE) and brings over 10 years of diverse association management
experience ranging from operations and membership to marketing and meeting
planning for national and international associations. She is highly involved
with the Indiana Society of Association Executives (ISAE) and has been featured
on ISAE's blog. She's also been featured in the American Society for Association
Executives’ magazine, Associations Now, the coin-operated vending industry
magazine, RePlay, and has written several blogs for ASAE’s Acronym.
To register, click here.
$55 for CCPG
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