Tuesday, May 25, 2021

11:30 AM - 12:45 PM

PROFESSIONAL DEVELOPMENT
DIGITAL, ONLINE, AND SOCIAL MEDIA:
BEST PRACTICES FOR FUNDRAISING SUCCESS

PRESENTED BY
Ken Miller, CFRE
President, Denali Fundraising Consultants

DESCRIPTION
Come join Ken Miller, CFRE as he shares on basic, advanced and best practices for digital, online and social media for nonprofit fundraising success. With an emphasis on best practices website design, effective email campaigns, Facebook marketing and all things Google this hands-on and interactive session will look at digital and social media from a strategic and tactical view with an emphasis on the "how" of implementing effective best practices for digital and social media fundraising.

1:00 PM - 4:00 PM

PROFESSIONAL DEVELOPMENT
PRIMER

PRIMER PRESENTED BY
Kimberley Valentine
Vice President and Chief Advancement Officer, Frank Lloyd Wright Foundation

Debbie Bills
Associate Vice President of Planned Giving, City of Hope

DESCRIPTION
A 2021 update for experienced charitable gift planners, and a back-to-basics overview for a newbie, this panel provides planners with the essential tools for crafting charitable gifts.

4:10 PM - 4:50 PM

LET'S GET TRIVIAL!

MODERATED BY
Ray Watts

DESCRIPTION
Brush up on your untapped and hithertofore useless bits of knowledge of the arts and sciences, entertainment, history and pop culture! You and your completely random team can win gifts and prizes during "Lets Get Trivial!" trivia contest! The most creative (Rated PG-13 only) team name will also get a prize, so everyone gets a chance to win!

5:00 PM - 6:00 PM

WELCOME RECEPTION
MEETING THE MOMENT: DECOLONIZING PHILANTHROPY

PRESENTED BY
Vu Le, Blog Writer, NonprofitAF
Founder and Former Executive Director of RVC (Rooted in Vibrant Communities)

DESCRIPTION
Interrogating how the colonial roots of wealth and power preserve privilege, prevent systemic change, and create impediments to true equity in philanthropy, particularly the imbalance of power between funders and recipients; and the steps we must take to decolonize philanthropy by listening and shifting power to communities.

6:15 PM - 7:00 PM

WRPGC Cocktail (and Mocktail) Competition!

MODERATED BY
Ray Watts

DESCRIPTION
Get your creative juices flowing and submit your custom cocktail recipe for the WRPGC contest! Send in your cocktail recipe by May 21, 2021 to join the fun. Your entry must be able to be made both with and without alcohol, and it must have a planned giving/philanthropy-themed name -- the more creative, the better (PG-13 please)! Have your favorite drink in hand and join us after the Opening Keynote for the big reveal of the top three finalists and the crowning of the prize winner!

Wednesday, May 26, 2021

8:00 AM - 8:30 AM

BREAKFAST FOR THE SPIRIT

PRESENTED BY
Alex Maizuss
Mindfulness Intervention Expert

DESCRIPTION
With the intent to cultivate self-awareness, self-reliance, and emotional intelligence, join us in a 15-minute mindfulness exercise to center attendees and prepare for a meaningful day of learning and connecting!

8:30 AM - 9:30 AM

KEYNOTE
MADAM C.J. WALKER'S GOSPEL OF GIVING:
BLACK WOMEN'S PHILANTHROPY DURING JIM CROW

PRESENTED BY
Professor Tyrone McKinley Freeman
Assistant Professor of Philanthropic Studies; Director of Undergraduate Programs, Indiana University Lilly Family School of Philanthropy

DESCRIPTION
In this plenary session, the life and generosity of Madam C.J. Walker (1867-1919), the early twentieth-century African American millionaire entrepreneur and philanthropist, will be explored to inform the current professional practice of gift planners. Walker’s philanthropic giving began early in her life when she was a poor struggling widowed mother under Jim Crow segregation, not later in life after she became wealthy. Her approach to giving gradually grew over time, included many different types of gifts, and represents a deep history and culture of giving by African Americans active in the present. Her legacy lives on today through her estate plan, which included a range of gifts to family, friends, employees, and institutions. The session will yield important insights for gift planners and professional advisors working with diverse donors today.

9:45 AM - 11:00 AM

LEADERSHIP AND CULTURE
Leadership and Culture: Awareness/Leadership/Action – CGP and DEI 

PRESENTED BY
David Disend
Senior Director of Development, Planned Giving, CARE

Kelli Smith
Chief Development Officer, John Ball Zoo

Marion Yongue
Associate Vice President of Development, University of South Florida Foundation

DESCRIPTION
A discussion about the role to be played by the National Association of Charitable Gift Planners in meeting the opportunities and challenges of the DEI conversations.

11:15 AM - 12:30 PM

LEADERSHIP AND CULTURE
Building A Diverse Pipeline of Talent, Donors, and Leadership in Planned Giving and Philanthropy

PRESENTED BY
Cris Lutz, Assistant Vice President of Gift Planning, The Huntington Library, Art Museum, and Botanical Gardens

Dien Yuen, Assistant Professor of Philanthropy, The American College of Financial Services

Crystal Thompkins, National Director, Gift Planning Services, BNY Mellon

Birgit Smith Burton, Executive Director of Foundation Relations at Georgia Institute of Technology and Founder of the African American Development Officers Network

Yolanda F. Johnson, Founder at Women of Color in Fundraising and Philanthropy (WOC)® and President at YFJ Consulting, LLC

DESCRIPTION
Wanting to leave a legacy and make an impact is universal. Securing planned gifts in a rapidly changing world requires a team of fundraisers of diverse backgrounds, perspectives, and identities. In other words, colleges, universities, organizations, and institutions cannot afford to miss out on diverse potential future leaders. Join us for a lively and candid conversation about best practices, recruitment, mentoring, and what we can all do to implement more inclusive strategies in planned giving and philanthropy.

12:45 PM - 2:00 PM

PROFESSIONAL DEVELOPMENT
How a Pandemic Magnified the
‘Why’ in Planned Giving

PRESENTED BY
Nathan Stelter
The Stelter Company

DESCRIPTION
The natural experiment forced on the world by COVID-19 has pushed everyone to pivot and think differently about a multitude of things impacting their lives. The planned giving world was no exception! Whether it was the shift from a reflective to a reactive conversation, rethinking how we build connections and steward our donors or the evolving shifts in generations open to planned giving and the mediums they chose to engage with, we’ve all been forced to rethink how we market to donors. Through Stelter’s experience working with nonprofits from all subsectors, as well as data we’ve received from fundraisers like you, this presentation aims to provide clarity and ideas for tackling the ‘next normal’ of planned giving.

2:15 PM - 3:00 PM

FUNDAMENTALS OF VOGUING

PRESENTED BY
Cesar Valentino (He, Him, His)

DESCRIPTION
"Voguing is a modern American dance style first created in the black and Latino LGBT community. Madonna's 1990 hit "Vogue" is the reference point that grounds most people's understanding. While her song and video helped catapult the art form - as well as the careers of some of Vogue's most accomplished dancers - in fact, it's a cultural movement rooted in the fight against oppression, racism, and homophobia." - The Standard

Come celebrate the culture and history of this iconic dance form by learning the fundamentals of Voguing with the legendary dancer, designer, director and Alvin Ailey Dance Theater teacher Cesar Valentino! Limited to 50 registrants.

Thursday, May 27, 2021

8:00 AM - 8:30 AM

HOT DRINKS AND HOT TAKES!

MODERATED BY
Ray Watts

DESCRIPTION
Bring your coffee, tea, matcha, hot chocolate, or your morning beverage of choice and your Hot Takes! Not a contest, we're just curious! What's your (PG-13) Hot Take on: Best cuisines of the world? Best pizza toppings? Best 80’s movies? And more!!

8:30 AM - 9:00 AM

KEYNOTE
ATTITUDES ABOUT DEATH POST-COVID:
WHAT YOU NEED TO KNOW FOR DONOR CONVERSATIONS

PRESENTED BY
Amy Florian
CEO of Corgenius

DESCRIPTION
It's always been difficult for people to face their own mortality, yet development professionals introduce that concept all the time. Has COVID changed how your donors view death? Learn the key things you need to understand when talking with them.

9:15 AM - 10:30 AM

LEADERSHIP AND CULTURE
Corporate Philanthropy:
Supporting Core Values at the
Intersection of Purpose and Profit 

PRESENTED BY
Miki Woodard, Head of Social Impact, Diversity & Culture at BAD ROBOT PRODUCTIONS, INC 

Nichol Whiteman, Chief Executive Officer, Los Angeles Dodgers Foundation (LADF)

Lizbeth Nevarez, Managing Director of Nonprofit Tax Services, Green Hasson Janks

Sid Espinosa, Director of Philanthropy and Civic Engagement at Microsoft

DESCRIPTION
How corporate philanthropy is responding and executing its social strategy — how it is engaging with key stakeholders including employees, communities, investors, and customers — to demonstrate company values, improve society, and promote company success.

Implementing DEI in all Aspects of the Community Foundation and in Grant Making

PRESENTED BY 
Todd Hanson, Vice President, Center for Engaged Philanthropy at the Orange County Community Foundation

Cathleen Otero, Vice President Donor Relations & Programs, Donor Relations & Programs

DESCRIPTION
In June of 2020 OCCF formed a Racial Justice and Equity Board work group to explore how OCCF could leverage its resources to address issues of injustice and inequity in OC through our relationships with donors, nonprofit partners and the broader community. We have made a commitment to furthering racial justice, healing, and equity and that it is integrated seamlessly into every facet of our work, from internal operations (Board and staff recruitment, professional development and culture) to our donor- and community-facing work (donor education, discretionary grantmaking, scholarships, and community leadership). This workshop will share the lessons learned as we have embarked on this process, sharing successes and challenges. We will also highlight examples we are seeing our grantees take that are yielding positive outcomes.

PROFESSIONAL DEVELOPMENT
The Pandemic and Philanthropy - What have we learned and where do we go from here?

PRESENTED BY
Robert F. Sharpe, Jr., CEO, Encore

DESCRIPTION
It has been over a year since the world began to grapple with the global COVID-19 pandemic, the extent of which had not been experienced in over a century. Now that widespread vaccination campaigns are underway and numbers of cases and deaths are declining, the nonprofit sector is beginning to look to the future. The consensus of commentators is that the Post-COVID world will present a new normal that may be different in many ways from the past. Charitable gift planning will be no exception. This session will explore five primary factors that taken together have proven the best barometers of funding success in the midst of COVID-19, and also help shed light on the nature of the recovery as the pandemic recedes. A summary of proposed tax legislation and an overview of the possible impact on popular charitable planning vehicles will also be included.

1:30 PM - 2:00 PM

TRACKS 1 AND 2

CLOSING KEYNOTE
The Hill We Climb: Leading Racial Equity, Inclusion, and Diversity 
at Work, Society, and Philanthropy

PRESENTED BY
Dr. Laura Morgan Roberts, Ph.D., University of Virginia, Darden School of Business

DESCRIPTION
What are the implications of philanthropy's renewed focus this year on racial equity? How can nonprofit leaders engage proactively, responsively, and ethically in the work of promoting diversity, equity, inclusion, and justice, both internally and externally? These challenges may seem like an insurmountable hill to climb. However, when corporate leaders make racial equity a business imperative, committing to long-term plans with measurable metrics and authentic accountability, and inculcate this plan within the company's mission and values, they will meet the moment with clarity of purpose and strategies for success.