2018-2019 Upcoming Events

September 6, 2018 – “Cash Is Not King-How Asset Gifts Create Fundraising Success”, Speaker: Russell James

October 4, 2018 – “Overcoming Donor Objections”, Speakers: Laura Hansen Dean and Pam Davidson

November 1, 2018 – “A Very Significant Donor Just Died.  Now What?!

December 6, 2018 – Discovery-how to learn about a donor’s assets”, Speaker: Cathy Sheffield

February 7, 2019 – “Best Strategies for Gifts of Real Estate”

March 7, 2019 – “Best Strategies for Gifts of Closely-held Business Interests”

April 4, 2019 – “Black, White and Shades of Gray: How to Avoid or Resolve Ethical Dilemmas”

If you wish to request a refund for an event registration, please contact



October 3, 2019 – Asset Primer: What You Need to Know About Accepting Bitcoin Donations @ TBD
Oct 3 @ 11:30 am – 1:00 pm

Asset Primer: What You Need to Know About Accepting Bitcoin Donations

October 3, 2019

Matt Wahrhaftig

Why come? If you haven’t seen one yet, you will. This introduction to the pros and cons of accepting cryptocurrencies will get you ready to respond when the first donor offers a gift of BITCOIN, or Ripple, or NXT, or Libra…

Who should attend? Forward-thinking fundraisers and advisors want to be the go-to resource for donors or clients with unusual assets.

What you’ll take away: • Information about demographics of cryptocurrency investors that will help you predict which of your own donors or clients might be interested in these donations. • A basic understanding of the process of accepting a gift of cryptocurrency. • Insight into the tax implications of donating cryptocurrency for both the nonprofit and the donor.

November 7, 2019 – Team-builiding Panel: Gift Planners and Advisors @ The Willows on Westfield
Nov 7 @ 8:00 am – 9:00 am

Team-builiding Panel: Gift Planners and Advisors

November 7, 2019

Moderation:  Pam Davidson

Why come? Many charitable plans need to mesh with estate and financial plans, and they need to be understood by donors’ attorneys, accountants and financial advisors. Effective teaming of gift planners and advisors increases everyone’s comfort level and gives gifts extra staying power as plans evolve over time.

Who should attend? All fundraisers who work on planned or blended gifts and all advisors who counsel philanthropically inclined clients.

What you’ll take away: • A clearer understanding of how gifts look from the opposite side of the planning table. • Ideas for assembling and facilitating an advisory team. • An opportunity to network with advisors and fundraisers who attend this meeting.

December 5, 2019: ALWAYS Look a Gift Horse in the Mouth @ The Willows on Westfield
Dec 5 @ 11:30 am – 1:00 pm

ALWAYS Look a Gift Horse in the Mouth

December 5, 2019

Kent Weimer

Why come? You need to recognize the warning signals to watch for when gifts come with restrictions or require extra work by your organization’s staff.

Who should attend? Everyone who takes part in gift acceptance discussions and decisions.

What you’ll take away: • An understanding of the long-term and legal side effects of restricted gifts. • A library of helpful words and phrases to use in difficult conversations. • Confidence to decline gifts that really are more trouble than they’re worth.

March 5, 2020: Donor Advised Funds Beyond the Basics @ The Willows on Westfield
Mar 5 @ 11:30 am – 1:00 pm

Donor Advised Funds Beyond the Basics

March 5, 2020

Greg Baker

Why come? Donor advised funds are hot and they can solve a lot of problems for donors who would like to give more to support your organization. You need to be ready for discussions about money going in to DAFs as well as money coming out.

Who should attend? All fundraisers and advisors!

What you’ll take away: • Advanced giving strategies that involve DAFS, including opportunities for business owners and people interested in blended gifts that include both current and deferred components. • A better understanding of how DAFs can be used to satisfy pledges. • Contacts with other local organizations that have various experience, including those that operate their own DAFs, those that use “white label” DAFs offered by financial institutions, and those that work with community foundations.


April 2, 2020: Gift Acceptance Guidelines Get Personal: How to Handle Gifts from Donors @ The Willows on Westfield
Apr 2 @ 8:00 am – 9:30 am

Gift Acceptance Guidelines Get Personal: How to Handle Gifts from Donors

April 2, 2020

Moderator: Phil Purcell

Why come? You’ve worked hard to build close relationships with your donors. It’s no surprise that sometimes, they want to give YOU a gift. What’s ok to accept and why are some gifts problematic? What should you do when you find that a donor has left a gift to you in her will? Our popular ethics panel returns to help you avoid unintended consequences.

Who should attend? Fundraisers and their managers who need to be on the same page about policy and practice.

What you’ll take away: • Stories about situations that other gift planners have encountered and how they resolved them. • Techniques for setting the proper expectations with donors through policy and informal conversation. • Graceful ways to decline a donor’s generous gifts.