November 10, 2021 – Planned Giving Workshop


Strategies and Lessons Learned to Navigate Gift Planning for 2022

Virtual Fall Seminar featuring these well-known experts in fundraising:

9:00a.m. – 10:30 a.m.
Topic: Gift Planning and DEI
Speaker: Crystal Thompkins, Head of Philanthropic Solutions, BNY Mellon Wealth Management

Is the gift planning profession diverse? Are those in the field cultivating relationships and networks that are diverse and inclusive? This session explores these questions by looking at diversity data and providing insights into how promoting diversity, equity, and inclusion in gift planning can lead to richer relationships, stronger organizations, and successful fundraising.

10:45 a.m. – 12:00 p.m. Panel Discussion moderated by Tamisha Keith
“Best Practices for Partnering with Professional Advisors in 2022”
  • ·Leroy Davis, Vice President, Fiduciary Team Manager, Philanthropic  Services Grant and Scholarship Administration, Wells Fargo
  •  ·Kathryn Holding, Director of Development, North Carolina Community Foundation
  •  ·Debra Jessup, Attorney at Freedman, Thompson, Witt, Ceberio, & Byrd, PLLC specializing in estate planning. Read Debra’s bio here.

1:30p.m. -3:00 p.m.

Topic: Socratic Fundraising: Using Questions to Advance the Donor’s Journey

Speaker: Russell James III, Ph.D., J.D., CFP, Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director, Texas Tech University

Fundraising often focuses on making “the ask.” But appreciative inquiry uses questions throughout the relationship to help the donor discover their own reasons for making a transformational donation. Professor James starts with the “why” from research, theory, and experience and then moves to the “how” of exactly what questions to ask, in what order, and for what purpose. You’ll leave with a deeper understanding of major gift decision processes and plenty of real-world “magic” questions to try out right away.


Thank you to our Fall 2021 Sponsors: