KEYNOTES
Pamela Davidson | Davidson Gift Design
Tim Prosser, JD | TIAA Kaspick
Andrew Tudor, CFP, CAP | Zenith Wealth Partners
Grit, Guts, and Game Plan: The Top Power Attributes (and Actions!) of Exceptional Planned Giving Fundraisers in Turbulent Times
An inspiring plenary session where Pamela will share key strategies and actions to help fundraisers succeed in the current climate and beyond.
Wealth of Narratives: How Money Stories Influence Donors
Behind every planned gift is a personal story. This session explores the diverse money stories that influence giving, from family values and cultural traditions to lived experiences with wealth and scarcity. You’ll discover how exploring your own money narrative can help you listen better, connect more deeply, and secure transformational gifts.
BREAKOUTS
Brantley Boyett, Co-Founder and President
Giving Docs
Brantley is a former (recovering) attorney, having practiced for over a decade before starting Giving Docs in 2015 in Austin, TX.
Brantley's session: The Impact of AI in Planned Giving and How to Use it to Support Your Program
Peggy Cieslikowski, College of Charleston
Peggy Cieslikowski currently serves as the Executive Director of School and Unit Development and Advancement Strategic Initiatives at the College of Charleston. In this role, she oversees seven frontline officers, serves as the Institutional Advancement liaison to eight deans, and is the strategic lead for the College’s planned giving program. Peggy also serves as Chief of Staff to the College’s Chief Advancement Officer.
Peggy's session: Planned Giving 101: Building and Growing a Sustainable Program
Kinna Clark, ESQ, CAP, Sr. Director of Development and Gift Planning Services
The University of North Carolina System Office
In her role, Kinna works with the Shared Advancement Services team and the North Carolina Gift Planning, LLC to assist constituent institutions with the enhancement of their gift planning programs by facilitating a systemwide life income gift program, and providing professional development, consultation services, and resources.
Kinna's session: Navigating the Path Forward: Steps for Charities When a Planned Gift Donor Passes Away
Chad Contay, MSW, Director of Philanthropic Engagement
MANNA FoodBank
Chad Conaty joined MANNA FoodBank in September 2016. He received a Bachelor of Science Degree from West Virginia University and earned his M.B.A. with Honors at the University of Birmingham in England.
Chad's session: Post Hurricane Fundraising (Crisis Fundraising)
Pamela Davidson, JD, President
Davidson Gift Design
Pam was with Indiana University Foundation for nearly 12 years, leaving as its Executive Director of Planned Giving and Associate Counsel. Among her many professional accomplishments, Pam has been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, practiced law, and is a chair of the National Association of Gift Planners, where is also a member of CGP’s Leadership Institute. Notably, Pam was inducted into the National Association of Gift Planners Hall of Fame in 2018.
Pam's session: From Hesitant to Heroic: Inspiring your Board to Champion Planned Giving
Erik Ely, Principal
Tre Fratelli Consulting
As the Principal of Tre Fratelli Consulting since 2013, he has partnered exclusively with Generis, helping clients raise millions of dollars in resources.
Erik's session: Faith and Planned Giving: What to Know Before the Ask
RJ Gimbl, Vice Chancellor for University Advancement/Executive Director for Foundations
USC Upstate
Prior to joining USC Upstate, RJ served as associate vice president for university advancement at Winthrop University in Rock Hill, SC. Previously, he was President and CEO of the Fairmont State Foundation, Director of Major Gifts at Penn State and before that, Associate Athletic Director for Development at Marshall University. RJ holds a bachelor’s degree from Rutgers University and a master's in business administration from West Virginia University.
RJ's sessions: Data Preparation and Accuracy
Planned Giving 101: Building and Growing a Sustainable Program
Avery Fontaine, Senior Vice President and Head of Purpose
PNC Private Bank Hawthorn
Avery T. Fontaine is senior vice president and Head of Purpose for PNC
Private Bank Hawthorn®, overseeing a national team of highly credentialed
purpose-driven advisors. Her team encompasses Philanthropy & Impact,
the Institute for Family Success®, and Purpose Driven Investing
professionals.
Avery's session: What does it mean to be "The Adult in the Room' in these uncertain times?
Clay Grayson, JD, LLM, MIBS, Attorney
Grayson Law Firm, LLC
Recognized by Best Lawyers in the categories of “Nonprofit/ Charities Law” and “Business Organizations,” and more recently recognized as the 2024 Lawyer of the Year in the category of Business Organizations in the market he serves, Clay is the founder and managing partner of Grayson Law Firm, a firm dedicated to provide external general and special counsel services exclusively to nonprofit organizations on a national basis.
Clay's session: Preparing your Institution for The Generational Wealth Transfer in US History
Jane Lee Heuser, Senior Director, Trust and Estate Administration
Duke University
As the Senior Director of Trusts and Estates, Jane assists with administration of estate gifts; she also manages Duke’s charitable trust and gift annuity program with $158 Million under management.
Jane's session: Top Estate Administration Roadblocks and How to Get Around Them
Karl McTaggart
Karl is a Planned Giving client product specialist in PNC Institutional
Asset Management®. He serves as the relationship manager for local and
national Planned Giving clients. His responsibilities include serving as
the primary point of contact for client service needs and coordinating the
Planned Giving team that provides investment management, various
administration services and education to nonprofits across the country.
Karl's session: Next Level CGAs - Have You Considered...
Claire Meyerhoff, President
The Planned Giving Agency
Claire Meyerhoff is a philanthropy marketing and communications specialist. For more nearly 20 years, Claire has worked with nonprofits of all sizes and shapes who want to reach and engage their top prospects for planned gifts and gifts of non-cash assets.
Claire's session: Made with Love: How to Craft Heartfelt, Small-Batch Marketing Campaigns for Legacy Prospects
Tim Prosser, JD
Rebecca Snow, Director of Advancement Services
USC Upstate
Becky Snow is the Director of Advancement Services at The University of South Carolina Upstate, where she oversees data management and reporting and assists with fundraising operations. Becky has also had stints in advancement services and Spartanburg Methodist College and Converse University. With a strong background in advancement services, she specializes in data analysis and maintaining the integrity of data to support the advancement office.
Becky's session: Data Preparation and Accuracy
Scott Stephens, CFRE, Director of Development
USC Upstate
Scott changed his career path after about 10 years and began working in the non-profit sector, serving as both an executive director and a development director. He has been primarily responsible for fundraising and event planning for non-profits for over 25 years.
Scott's session: Faith and Planned Giving: What to Know Before the Ask
Lauren Tudor, CAP, IPA, CFRE
ARCHITECT Philanthropic Collective
A visionary leader in philanthropic strategy, Lauren Elyse Tudor transforms how nonprofits approach fundraising and community engagement. As a Chartered Advisor in Philanthropy® and founder of ARCHITECT Philanthropic Collective, she architects sustainable funding ecosystems that elevate BIPOC-led and grassroots organizations.
Lauren's session: Curiosity as Currency: Planned Giving for Future-Thinking Nonprofits