Save the Date!
2016 Annual Conference – Thursday, May 25, 2017
7:45 a.m. – 3:15 p.m.
J. Scheidegger Center for the Arts at Lindenwood University
First presented in June 2009, the SLPGC Annual Conference is a premier opportunity for non-profit leaders, gift planners, and estate and financial planning professionals to participate in an intensive educational summit. The Annual Conference is a full-day of educational sessions with top experts in charitable gift planning and networking with colleagues throughout the region.
Opening Keynote with Brian M. Sagrestano, JD, CFRE, President & CEO, Gift Planning Development LLC,
Brian M. Sagrestano, JD, CFRE, serves as President and CEO of Gift Planning Development, LLC a full service gift planning consulting firm. The son of a sole-practitioner CPA, Brian’s interest in the complexities of the tax code was “encouraged” at a very young age. Brian worked for the family business throughout his formative years and then “as needed” until it was wold in 2001. He earned a BA cum laude from Cornell University and a JD cum laude from Notre Dame Law School. Brian’s service as a law clerk in the Hunterdon County, New Jersey Superior and Surrogate Courts cemented his interest in estate planning and probate. He spent several years practicing law with two New Jersey law firms, with an emphasis on tax and estate planning. Brian’s client-centered philosophy ultimately drew him into philanthropic planning full time, where he led the gift planning efforts for the University of Pennsylvania, Middlebury College and Meridian Health Affiliated Foundations, following major and gift planning positions at Clarkson University and Hamilton College. The gift planning programs under Brian’s direction raised over $400 million in complex outright gifts, life-income gifts and realized estate gifts. After many years working directly for charities, Brian formed Gift Planning Development in 2007.
Luncheon Keynote – “The 2016 Planned Giving Study: New Insights From Data on Planned Gifts”
Presented by Claudine A. Donikian, JD, MBA, President & CEO, Pentera, Inc.
This session presents findings and recommendations from “The 2016 Planned Giving Study,” a multiphase research study commissioned by Ms. Donikian and researched by Indiana University that provides important new insights about actual donors of actual planned gifts and offers helpful recommendations for planned giving programs.
An in-depth analysis of legacy society membership data has been conducted. The study explored the following questions:
- What are the characteristics of legacy society members? Are there any changes in membership profiles over time?
- How do age, ethnicity, gender, family structure, and location influence bequest donor behavior?
- Which types of planned giving vehicles and instruments did these members choose?
- How much did members give or plan to give through their planned gifts?
- Which types of programs received their planned gifts support?
Claudine A. Donikian, JD, MBA is the president/CEO and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a sought-after speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera’s chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera’s clients on their marketing strategy and execution. One of Claudine’s professional areas of expertise is women in philanthropy, and she serves as a member of the advisory board for the prestigious Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy and as a member of the board of directors of the Partnership for Philanthropic Planning (PPP).
Claudine oversees all aspects of Pentera’s business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association’s Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent.
Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves on the board of directors of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children’s Trust Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of PPP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.
Other topics will include:
- Is Your Charitable Gift Annuity Program a Vital Planning Tool or an Albatross?
- Unlocking the Secrets of Inspirational Nonprofit Storytelling
- Acceptance of Unique Assets and Best Gift Acceptance Policies
- The Changing Face of Philanthropy
- …and more!
J. Scheidegger Center for the Arts
2300 W. Clay St.
St. Charles, MO 63301
Click here for directions.
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