Archive for May 20th, 2021

May 20, 2021

The Winners of the Free Conference Tickets are …

The results are in. Everybody can be a winner! Let me explain.

The Los Angeles Council of Charitable Gift Planners is hosting the Western Regional Planned Giving Conference from May 25 to 27, 2021, with The Stelter Company as presenting sponsor. Cari Jackson Lewis and Kimberley Valentine, Conference Co-chairs, have done a stellar job putting together a diverse line-up of leading experts.

Because I value my blog readers, and because I’m a conference presenter, I decided to mark the occasion by holding a random drawing to provide four lucky entrants with

a free ticket to the virtual conference. The winners are, drumroll please:

  • Kim West, University of Texas at San Antonio
  • Lauren Swern, New Jersey Highlands Coalition
  • David Smith, The Church of Jesus Christ of Latter-Day Saints
  • Stephen Kull, Rockford University

To those who did not win a free ticket, thank you for taking the time to enter the drawing. Fortunately, anyone can still be a “winner” of sorts by paying to register for the high-value conference which will be full of powerful insights and actionable tips.

If you’d like to check out the speaker list, see the conference schedule, and register to participate, here are the links you will need:

Click here to see the list of expert presenters.

Click here to see the conference schedule.

Click here to register ($375 for members, $425 for non-members).

I’m looking forward to learning from others as well as presenting my own session that will rely on research to provide a better understanding of who makes planned gift commitments. Here’s what I’ll be talking about:


Thursday, May 27, 2021, 9:15 – 10:30 AM (PDT)

DESCRIPTION: If you look at a typical nonprofit website, flip through a charity newsletter, or read newspaper reports, you might come away thinking that it is wealthy white men who make planned gifts. You would not be wrong, but you would be missing the full picture. So, who does engage in planned giving? Researchers have begun to address the question. Together, we will explore the true diversity that exists among planned gift donors. We will also review the images and words that inspire people to make planned gift commitments. Following this session, you will have a better understanding of who gives as well as immediately actionable, easy to implement, low-cost steps you can take to enhance the results of your planned giving program.

If you’d like to have me present that program or another insightful presentation for your charity or professional association, please contact me.

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