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Past Programs

2020 Programs Speaker Topic Location Time
February 7 Jim Gustafson & Jason Kenney of Nebraska Community Foundation Gifts of Closely Held Business Lincoln Community Foundation 9:30am
March 6 Richard Jeffries of Cline Williams Technology & Donor Confidentiality Issues Omaha Community Foundation 9:30am
April 6 Tom Ahern Give & Gain Series 1 Omaha, Scott Conference Center 11:00am
May 1 Abbe Davis, Tabitha Memory Loss, Behaviors & the Aging Process Virtual Meeting 9:30am
June 5 Town Hall Panel Current Fundraising Climate Discussion Virtual Meeting 11:00am
September 11 Dr. Russell James Give & Gain Series 2 Virtual Conference Meeting 11:00am
October 2 Bill Reece, University of Nebraska Foundtion Gifts of Life Insurance Virtual Meeting 9:30am
November 6 Nick Prenger, Prenger Solutions Digital & Social Media Marketing Virtual Meeting 9:30am
POSTPONED Annual Meeting Awards & Celebration POSTPONED POSTPONED
2019 Dates Speaker Topic Location
Feb 1 Panel Planned Giving from a Nonprofit's Perspective Jewish Community Center
Mar 1 Andrew Loudin Top 10 Mistakes Made in Estate Planning Tabitha
Apr 5 Brandon Dickerson & Lori Egger Tax Reform's Impact on Tax Exempt Organizations Creighton Prep
May 3 Mark Weber The Legacy Spectrum Marian High School
June 7 Michael Geis Charitable IRA Strategies Lincoln
September Bryan Clontz Give and Gain
Oct 4 Stephanie Mattoon Nonprofit Board Governance Madonna Omaha
Nov 1 Kevin Welsh & Patrick Friesen What Investment Advisors Think But Never Say to Planned Giving Officers Lincoln Community Foundation
Dec 6 Annual Celebration and Awards Luncheon
Quarry Oaks
2018 Dates Speaker Topic Location
Feb 2 Marc Littlecott Prospect Stages and Activity Points Nebraska Children's Home Society
Mar 2 Russ Hodge Art of Cultivation Lincoln Community Foundation
April 6 Gordon Smith Blended Gifts Omaha Community Foundation
May 4 Jeremy Belsky Teamwork: Planners, Donors, and Advisors Boys Town
Sept 12 Give and Gain Conference
Boys Town
Oct 5 Panel Charitable Trusts Salvation Army Kroc Center
Nov 2 Panel Gift Acceptance Policies Nebraska Wesleyan
Dec 7 Annual Celebration and Awards Luncheon
Quarry Oaks
2017 Dates Speaker Topic Location
February 3 Chartered Advisor in Philanthropy Workshop Buster Mayberry Case Study Child Saving Institute
March 3 Chartered Advisor in Philanthropy Workshop Buster Mayberry Case Study Tabitha
April 7 Josh Hanson Debunking Five Common Myths Jewish Federation of Omaha
May 5 Cathy Sheffield Gifts Can Be Dangerous Foundation for Lincoln Public Schools
June 2 Chris Kelly What Your High Net Worth Donors Want You to Know Children's Hospital
August 9 Virtual Seminar
Project Harmony
September 14 (with AFP) Marty Clarke Communication Landmines Jewish Federation of Omaha
October 6 Keith Napolitano Current Dollars from Planned Gifts University of Nebraska Foundation
November 3 Jeffrey Underwood Gifts of Real Estate Pinnacle Bank
December 1 Annual Meeting Celebration Quarry Oaks
2016 Dates Speaker Topic Location
February 5 Jaime Hemmerling Charitable Planning and Trusts Madonna Foundation
March 4 Michael Kenyon Legislative Update Boys Town
April 1 Interactive Workshop
Goodwill Industries
May 6 Melonie Norton Marketing Planned Gifts Union Bank
June 3 Johni Hayes Easy Button on Complex Assets Omaha Marian
June 23 Virtual Seminar Best Metrics for PG Marketing Success Nonprofit Hub
August 11 Virtual Seminar

September 15 Give and Gain Conference Asking Matters Sheraton Hotel
October 7 Greg Baker Tapping Into IRA Gifts Omaha, NE
November 5 Todd Mekelberg
Union College
December 2 Annual Meeting Celebration Quarry Oaks, Ashland, NE
2015 Dates Speaker Topic Location
February 6 Keith Napolitano Planned Gifts Gone Bad UNL - Lincoln
March 6 Claudine Donikan Marketing Strategies that Work Omaha Home for Boys
April 3 Cathy Reagan Sheffield Charitable Gift Annuities Lincoln Public Schools
May 1 Alexandra Pia Brovey Did You Know You Could... Henry Doorly Zoo - Omaha
June 5 Dr. Russell James Inside the Mind of the Bequest Donor Union College - Lincoln
June 18 Virtual Seminar Gifts of Retirement Assets Non-Profit Hub - Lincoln
August 20 Virtual Seminar Problem Solving Planned Gifts Jewish Federation of Omaha
September 10 Give & Gain Conference Innovations in Giving UNL Innovation Campus
October 2 Steven T. Clark Planned Giving Steps Everyone Can Take Lauritzen Gardens
November 6 Matt Darling Role of Families in Philanthropy NE Children's Home Society
December 4 Annual Meeting Annual Meeting Quarry Oaks - Ashland
2014 Dates Speaker Topic Location
February 7 Nick Taylor A Development Officer's World Tabitha - Lincoln
March 7 Mike Romero What Statistics Say About Bequests Joslyn - Omaha
April 4 Josh Hansen 2013 Stelter Report Cedars Home - Lincoln
May 2 Kirby Gould Case Study on Gift Strategies Goodwill - Omaha
June 6 Jeff Lyndenberg Planned Gifts for Younger Donors Good Samaritan Society
June 25 Virtual Seminar Listening with Eyes Madonna - Lincoln
September 25 Give & Gain Nature of Fundraising Mahoney State Park
October 3 Julie Heggeness Case Studies in Ethics in Planned Giving Lincoln Community Foundation
November 7 Margaret Van Houten Power of Attorneys Boy Scouts - Omaha
November 19 Virtual Seminar Power of the Pyramid Omaha Henry Doorly Zoo
December 5 Annual Meeting Annual Meeting Quarry Oaks - Ashland
2013 Dates Speaker Topic Location
Feb. 1 Tracy Love Silver Relationshp Building Jewish Community Center
March 1 Kristen Dugdale Cost to Raise a Planned Giving Dollar Union College
April 5 Marcia Dority Baker Managing Your Online Presence Mid-America Council Boy Scouts of America
May 3 Tom Cullinan Open Line Friday Child Saving Institute
June 7 Marcia Inger Estate & Charitable Planning Strategies for Women University of Nebraska Foundation
September 12 Give & Gain Conference Building Strengths Gallup
September 18 Phyllis Freedman Getting ROI from Your Planned Giving Marketing Investment Lincoln Community Foundation
Oct. 4 Greg Sharkey The Softer Side of Planned Giving Nebraska Children's Home Society
Nov. 1 Todd Mekelburg How to Involve Staff and Volunteers in Planned Giving Lincoln Community Foundation
Nov. 13 Kimberly Pittman-Schulz In the Door & Then What? Omaha Henry Doorly Zoo
Dec. 6 Annual Meeting Celebration Quarry Oaks
2012 Dates Speaker Topic Location
Feb. 3 Craig Wruck Legislative Update Back to the Bible
March 2 Julie Heggeness Ethics Grace University
March 30 Janice Benjamin Deepening & Sustaining Donor Relations Tabitha Foundation
May 4 David Knight Gifting Non-Appreciated Assets Omaha Community Playhouse
June 1 Debra Ashton Case Studies that will Curl Your Toes BoysTown
Sept. 13 Give & Gain Conference A Love of Lifelong Learning Peru State College
Oct. 5 Bruce Makous Art of the Ask Joslyn Art Museum
Nov. 2 Christina Ball, Andrew Loundon Estate Planning Madonna Foundation
Dec. 7 Annual Meeting & Celebration Awards Luncheon Quarry Oaks
2011 Dates Speaker Topic Location
Feb. 4 Michael Kateman Marketing Planned Giving Nebraska Children's Home Society
March 4 Steve Schmidt Value Based Estate Planning Lincoln Community Foundation
March 16 Virtual Seminar - Anne Melvin Motivating Your Donor Base Kearney Senior Center
April 1 Sam Caldwell Dialing for Deferred Gifts Durham Museum
May 5-6 Thom Lockerby Wearing Many Hats Saint Francis Medical Center and Omaha Henry Doorly Zoo
May 18 Tim Prosser Structuring and Funding Life-Income Gifts Pinnacle Bank Trust Services
June 3 Margaret May Damen Women & Philanthropy University of Nebraska Foundation
Sept. 15 Give & Gain Conference The Science and Art of Fundraising Omaha Home for Boys
Oct. 7 Micheal Geis Social Capital: Tax or Gift? Nebraska Methodist College
Nov. 4 Jill Dodd UPMIFA: New Law of Endowments Union College
Dec. 2 Annual Meeting Celebration Quarry Oaks
2010 Dates Speaker Topic Location
Feb. 5 Dan Wintz Quo Vadis with Charitable Lead Trusts UNO Thompson Alumni Center (Omaha)
Mar. 5 Jim Heller Planned Giving Life Lessons Nebraska Wesleyan University (Lincoln)
Mar 17 Karen Gallardo Bequest Boot Camp Jewish Federation of Omaha (Omaha)
April 2 Shari Fox Gifts, Money, and Taxes 101 Boys Town (Omaha)
May 7 Heidi Jark State of Charitable Gift Planning Visiting Nurse Association (Omaha)
June 3 & 4 Jackie Franey Working with Professional Advisors Stuhr Museum (Grand Island) Eastmont Towers (Lincoln)
Sept. 9 Marc Carmicheal Give & Gain Conference Salvation Army (Omaha)
Oct.1 Bill Reece Charitable Life Insurance Madonna Foundation (Lincoln)
Nov. 5 Bryan Clontz Charitable Gift Annuity Reinsurance Creighton University (Omaha)
Dec. 3 Annual Meeting Celebration Quarry Oaks (Ashland)