Planned Giving in a Time of Instant Gratification: Challenges, Opportunities, Strategies for Success


Program Description:
We are living in the age of metrics and a relentless quest by donors to see immediate results from their giving. Donors want to witness the impact of their giving, and they gauge their willingness to continuing investing on the benefit they see in the community. So, how do we engage them in planned giving when we cannot show them immediate results? How do we encourage them to join us in a long-term vision that will enhance their community? How do we get them to dream with us? Kay Sprinkel Grace will take us into a deeper understanding of the values and needs of all donors, provide insights into giving trends, examine what the proven connectors are that will move a donor to consider a planned gift, and share examples of successful innovative approaches to engaging new planned gift donors.

Speaker Bio:
Kay Sprinkel Grace, FAFP, is passionate about philanthropy and has devoted the last thirty years to the nonprofit sector, providing seminal thought, habit-breaking strategies, challenges to board and staff, and reengineering the vocabulary of fundraising. Her six books and frequent speaking engagements across the globe reflect her restless quest for an ever-improved capacity of organizations to truly serve their communities. A Stanford graduate (BA, MA), she has built on a career in journalism and education to create a business practice and reputation that draw from the best of both. She has been recognized by Stanford for her volunteer work with numerous awards, including the highest award for volunteer service, The Gold Spike. In 2013 she was awarded the Henry A. Rosso Medal for lifetime achievement in ethical fundraising from the Lilly Family School of Philanthropy at Indiana University, and in 2016 she was in the first group of six professionals to be named Distinguished Fellows by the Association of Fundraising Professionals (AFP). She has spoken to countless AFP chapters including Silicon Valley, Wine Country (CA), Greater Los Angeles, Greater Arizona, Mid-America and Topeka. In 2017, she was a featured presenter at the AFP International Conference in San Francisco and at the International Fundraising Congress in The Netherlands. For three years, she has been a co-creator and facilitator of the Leaders of Tomorrow program in Central and Eastern Europe. She works regularly with boards and staff to increase the capacity of organizations to fulfill their mission and vision. Clients include public media (KQED, OPB, KPBS), health (Alameda Health Systems Foundation, Providence Health Systems), arts and culture (Djerassi Resident Artist Program, Smuin Ballet) and others. She is President of the Board of Philharmonia Baroque Orchestra and Chorale and is a member of the Czech Fundraising Institute Board and the Institute for Nonprofit Management Advisory Board at the University of San Francisco. She lives in San Francisco and is passionate about travel, photography and life.

Program Agenda:
Registration and Networking: 11:30AM
Luncheon Presentation: 12:00PM – 1:30PM

This program is accredited for 1.5 hours by CFRE and appropriate for all planned giving professional levels.

PGFGS hereby establishes the policy that attendance will be paid in advance by credit card. For attendees who want to pay by check, checks will need to be received one week before the event in order for them to be considered registered.

Make checks payable to PGFGS. Mail to: Raquel Altavilla, 1130 Iron Point Rd # 100, Folsom, CA 95630.

You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, August 21.


  • When

  • Thursday, August 23, 2018
    11:30 AM - 1:30 PM

  • Where

  • KVIE - Community Room
    2030 W. El Camino Avenue
    Sacramento, California 95833

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