Be Sure to Attend PGCSA's "Planned Giving University" Nov. 13
SAVE $15 - EARLY BIRD REGISTRATION EXTENDED TO NOVEMBER 1
CONTINUING EDUCATION CREDITS: CPA; CFRE: Full participation is applicable for 7.75 points in Category 1.B-Education of the CFRE International application for initial certification and/or recertification.
You won't want to miss this year's conference! The lineup of speakers and presentations
includes something for everyone - from those who are brand-new to planned giving, to the "old pros."
Featured speaker will be Debra Ashton, author of the "Complete Guide to Planned Giving"
(nicknamed the "Blue Bible" by fundraisers who have relied on her wise advice). Ashton has had a stellar career
in planned giving since 1975. She runs one of the Top 3 exclusively planned giving firms in the nation. She
knows how to take a planned giving office out of the doldrums … to the heights of success with millions of
dollars in closed and matured gifts. Whether you are a beginner or an "old pro" in major gift fundraising and
planned giving, you'll come away from Ashton's presentation inspired and uplifted.
You'll also hear from these nationally known speakers:
H. King McGlaughon Jr. of Wachovia Nonprofit and Philanthropic Services,
together with his associate, Carol Yonack, on preparing for your organization's future by building endowments.
Steve Stelter of the Stelter Co., on "Unlocking Your Donor's Thinking
Behind Planned Giving:" The Latest Research on Who Makes Panned Gifts, When and Why."
Hank Zachry of Caswell Zachry Grizzard, presenting "Donor-Driven Marketing" and "The 12 Keys to
Successful Planned Giving."
You'll also hear a panel of local philanthropists telling stories from the heart about their
own reasons for making planned gifts, moderated by Reggie Williams of the San Antonio Area Foundation.
Register Now
Space is limited, so register now by printing and mailing this registration form.
Early Bird registration (extended to Nov. 1):
$130 for PGCSA members; $145 for non-members.
After Nov. 1: $145 for PGCSA members; $160 for non-members
For more information, e-mail pgcsa@sbcglobal.net, or call Heather Welder Russo
at (210) 357-1851.
'Planned Giving University' Agenda
8 a.m. - Registration
8:15 - 9:30 a.m. - Breakfast
Featured Speaker: Debra Ashton, Ashton Associates
"Case Studies from the Trenches That Will Curl Your Toes: Seemingly Harmless Practices
That Are Horribly Wrong." Debra Ashton, author of "The Complete Guide to Planned Giving," will inform and
entertain as she shares insights from her 30-year career as a planned giving practitioner and consultant.
9:45 a.m. - 11 a.m. - Breakout Session I
Hank Zachry, Caswell Zachry Grizzard
"The New Approach: Donor-Driven Marketing"
Steve Stelter, Stelter Associates
New Survey Results: "Unlocking Your Donor's Thinking"
11:15 a.m. - 12:30 p.m.. - Breakout Session II
Hank Zachry, Caswell Zachry Grizzard
"ABCs of Planned Giving"
Debra Ashton, Ashton Associates
"15 Hideous Reasons You're Not Getting Gifts … and How to Get Back on Track"
12:30 - 2 p.m. -- Lunch Presentation
Clarence R. "Reggie" Williams of the San Antonio Area Foundation will moderate a panel discussion with three donors.
2:15 - 3:30 p.m. -- Breakout Session III
H. King McGlaughon Jr. and Carol Yonack, Wachovia Nonprofit and Philanthropic Services
"Challenges and Opportunities Leading Non-Profits in the 21st Century"
Debra Ashton, Ashton Associates
"Who Owns This Donor, Anyway?"
3:45 - 5:00 p.m. -- Ice Cream Break and Final Afternoon Session
H. King McGlaughon Jr. and Carol Yonack, Wachovia Nonprofit and Philanthropic Services
"Endowment, Do You Want or Even Need One?" Don't miss this session on endowments -
so important to the future of any charitable organization!
