Monday, September 28, 2020

Bruce Bartoo, CFRE

MedStar Health
Senior VP & Chief Philanthropy Officer

Breakout Sessions

Two tracks available; you are not constrained to staying within one track
for the conference duration – you may pick and choose which sessions you wish to attend.

1:10 – 1:30 pm Central

How to Keep Your Pipeline Full

Talk with EVP Jason Meredith and his nonprofit client, Joe Giacchino, with Riverside Healthcare, located outside Chicago, and hear how their schedule is completely maxed out with a waiting list!
Led by

1:35 – 1:55 pm Central

How to Host Donors on Planning Days

Share tips and tricks for hosting both in-person and virtually, especially given the current environment.  Hear what you can do to not only make your donors feel safe, but foster your donor relationships through our process.

Led by

2:00 – 2:20 pm Central

How to Steward Your Donors Through the Thompson Process

Your Thompson day is a great opportunity to build relationships with your donors! Hear some ideas on how to maximize the interaction with your donors as they go through the Thompson planning process.

Led by

2:25 – 2:45 pm Central

How to Follow-up With Donors Who’ve Completed the Process

Donors who have completed the process are one of your best tools for filling your pipeline by receiving their referrals and testimonials. Also, how do you help ensure that your donors have indeed completed the process by executing our recommendations?  And, how do you begin nurturing the relationship from here?  

Led by

Frank Stepp, ARM, FCEP
Senior Vice President
Thompson & Associates

1:10 – 1:30 pm Central

1:10 – 1:30 pm Central

Planned Giving and Its Programs

Strategies for building a planned giving program from the ground-up including running a program, and engaging current donors in planned giving.

Led by

Planned Giving and Its Programs

Strategies for building a planned giving program from the ground-up including running a program, and engaging current donors in planned giving.

Led by

1:35 – 1:55 pm Central

1:35 – 1:55 pm Central

Transition from an Events-based Organization to Major Gifts

With most events cancelled, many organizations have been forced to shift their fundraising approach from events to major gifts.  Hear ideas on how to make this a smooth transition.

 Led by

Transition from an Events-based Organization to Major Gifts

With most events cancelled, many organizations have been forced to shift their fundraising approach from events to major gifts.  Hear ideas on how to make this a smooth transition.

 Led by

Turn Your Board into Cheerleaders

Discuss how to engage your board to become your organization’s biggest cheerleaders, what their role is, and how to achieve board advocacy.  

Led by

Turn Your Board into Cheerleaders

Discuss how to engage your board to become your organization’s biggest cheerleaders, what their role is, and how to achieve board advocacy.  

Led by

2:25 – 2:45 pm Central

2:25 – 2:45 pm Central

How to Advance Major & Planned Giving Donor Conversations with the Thompson Partnership

Review strategies and approaches to engage donors in giving conversations; how and when to initiate the conversation.  Talk about how to utilize the Thompson process to steward those who have already committed through planned gifts.  

Led by

How to Advance Major & Planned Giving Donor Conversations with the Thompson Partnership

Review strategies and approaches to engage donors in giving conversations; how and when to initiate the conversation.  Talk about how to utilize the Thompson process to steward those who have already committed through planned gifts.  

Led by

David Flood

Intermountain Healthcare

Senior Vice President and Chief Development Officer