2022 Practical Planned Giving Conference

Navigating
the Path Ahead

Grow your donor revenue by mastering strategies for successful major & planned gifts programs.

Grow your donor revenue by mastering strategies for successful major & planned gifts programs.

Speakers

Keynote Speakers

Marcy Heim

CEO, The Artful Asker
Consultant, Major Gift Fundraising, Board Engagement, Staff Retention/Professional Development

Biography

Julie Heggeness

Executive Director. Gift Planning, Hoag Hospital Foundation

Biography

All Speakers

Carolyn M. Appleton

Nonprofit Fundraising and Communications
Affiliate, NTEN: Nonprofit Technology Network

Biography

Stephanie Buckley

Philanthropic Services National Leader, Wells Fargo Wealth Management

Biography

Angie Burgess

President and CEO, Broad Oaks Consulting

Biography

Lisa Chmiola, M.S., CFRE®

Chief Fablanthropist, Fablanthropy

Biography

Stephanie Cory, CAP®, CFRE®, AFP®

Consultant and Adjunct Faculty, Villanova University

Biography

Dawn Fleming, CFRE®

Director of Major Gifts and Planned Giving, Holy Family Passionist Retreat Center

Biography

Margaret Fleming

Corporate Marketing Manager, CCS Fundraising

Biography

Andrew Fussner

Vice President of Estate Settlement, American Heart Association

Biography

Andrew Grumet

Chair, Polsinelli

Biography

James Hodgson, JD

Director of Trusts and Estates, The University of Chicago

Biography

Kimberly Jetton, MNM, CFRE®

President/ED, Orange Catholic Foundation

Biography

Catherine Kort

Leadership & Legacy Giving Officer, CALM

Biography

Nicola Lawrence, CFRE®

Director of Planned Giving, Children's Health

Biography

Nathan Looney, JD

Senior Development Officer, Arkansas Children's Foundation

Biography

Tom Martin

Executive Director of Development and the Foundation, Peterson Health

Biography

Jill McIlroy, CFRE®

Executive Director of Philanthropy, Arkansas Children's Foundation

Biography

Wayne Olson, JD

Gift Planning Officer, Intermountain Healthcare

Biography

June Penrod

Senior Executive Director of Planned Giving, City of Hope

Biography

Deborah Kaplan Polivy, Ph.D.

President, Deborah K. Polivy & Associates
Author, The Time for Endowment Building Is Now

Biography

Joseph Richardson

Philanthropy Officer, South Shore Health Foundation

Biography

Jill Rode, CFRE®

Director of Legacy Giving, Music Academy of the West

Biography

Judith Smith, MA, CFRE®

President, GivingSMITH

Biography

Lisa Smith

Director, Trusts and Estates Hadassah

Biography

Barry Spencer

Philanthropic Estate and Retirement Income Planning Specialist, The Donor Motivation Program

Biography

William D. Strickland, J.D., C.S.P.G, C.E.P.A.

Senior Executive Director, Planned Giving City of Hope

Biography

Lisa Thomas

Director of Philanthropy, Casa Dorinda

Biography

Hope Bradley Hnat

Territorial Associate Director of Advancement, The Salvation Army Eastern Territorial Headquarters

Biography

Gail Orser, CFRE®

CEO, Strategies for Organizational Success, LLC

Biography

Charles Schultz, JD, AEP®

President and CEO, Crescendo Interactive

Biography

Kristen Schultz Jaarda, JD, LLM, CAP®

Executive Vice President, Crescendo Interactive

Biography

Jamie Holzer White, JD, LLM

Vice President of Legal Services, Crescendo Interactive

Biography

Andy Ragone, CGPP

Integrated Marketing Specialist, Crescendo Interactive

Biography

Steven Walker

Integrated Marketing Specialist, Crescendo Interactive

Biography

Matthew Karch, JD

Assistant Vice President of Legal Services, Crescendo Interactive

Biography

Nick Todd

Integrated Marketing Specialist, Crescendo Interactive

Biography
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