Providing diverse programming for our membership is one of the priorities of District III. In addition to the Annual Conference, we are pleased to offer One-Day Workshops. These workshops are designed for advancement professionals to have a more in-depth experience on current topics and trends and network with local peers. Each year, the locations of the workshops rotate to meet our various constituents. For more information contact Chardina “Dina” Choate at

Planned Giving Strategies for Success
Monday, April 30, 2018
The University of Miami
Newman Alumni Center
6200 San Amaro Drive, Suite 200
Coral Gables, FL 33146


Pricing: $149 members /$165 non-members

As the United States experiences the largest inter-generational transfer of wealth in history, many institutions are missing a tremendous opportunity to strengthen themselves by encouraging planned giving. Contributions by will, trust, naming a charity on a beneficiary form, and life-income arrangements all represent forms of planned giving. The workshop features frontline practitioners who are leaders in the field of planned giving, and is designed for directors of development, major gift officers and planned giving officers.


8:30 – 9:00 AM Check-in/Breakfast
9:00 – 9:15 AM Welcome and Introduction of Session 1
9:15 – 10:45 AM Session 1: New Year, New Tax Law
10:45 – 10:55 AM Break
10:55 – 11:00 AM Introduction Session 2
11:00 AM – 12:30 PM Session 2: Marketing Strategies to Increase Planned Gifts
12:30 – 1:45 PM Lunch (included in workshop)
1:45 – 1:55 PM Break
1:55 – 2:00 PM Introduction Session 3
2:00 -3:15 PM Session 3: The Power of Blended Gifts – A Strategic Look
3:15 – 3:30 PM Closing Remarks/Wrap-up


New Year, New Tax Law
This session will explore the major changes in tax law that will affect charitable giving. What can fundraisers do to maximize giving? How can fundraisers explain the changes to donors? What needs to change within our sector (from metrics to messaging) in order to be successful? Those questions and more will be addressed.
Presenter: Cynthia Beamish, J.D., Executive Director, Office of Gift and Estate Planning, University of Miami

Marketing Strategies to Increase Planned Gifts
The University of Florida Foundation’s Gift Planning team will provide a deep dive into emerging trends in planned giving marketing including strategies for targeted marketing efforts. They will also share ways they successfully collaborate with UF colleges and units to customize planned giving marketing campaigns that uncover new leads and result in documented planned gifts.
Presenters: Paul Caspersen, CFP®, MS, Assistant Vice President and Sr. Philanthropic Advisor, Office of Gift Planning, University of Florida; Alex Cobb, JD, LLM, Director of Gift Planning, University of Florida

The Power of Blended Gifts – A Strategic Look
Learn how to help your donors make the most meaningful and impactful gifts by combining the power of current and legacy giving.  Blended Gifts require cooperation and collaboration between annual, major and planned giving fundraisers and help solve the challenge of how to provide a donor-centric and more robust approach to asking a donor for a transformational gift.
Presenter: Stephanie Frostbaum, Director of Gift Planning, Emory University