Breakout Sessions: Tuesday 10:15 a.m.

Secrets of Storytelling

Rachel Muir, CFRE

Since the dawn of mankind, stories have been our most fundamental communication method. So why is it so hard to write a good one? Is storytelling different post-pandemic? Learn how stories can create chemical reactions that boost your audience’s empathy, makes your case in an unforgettable way that can grip your donor and engage them in your cause. Master the winning ingredients to any story and the #1 secret to truly great stories.

Modification of Institutional Funds Under UPMIFA: When and How to Pursue Modification

Heather Moore, Counsel, Faegre Drinker Biddle and Reath LLP & Emmanuel (Manny) McMiller, Associate, Faegre Drinker Biddle and Reath, LLP

Foundations often hold funds that are challenging to administer pursuant to the terms of the respective gift instruments, resulting in inefficiencies and unanticipated growth. As organizations continue to feel the impact of COVID, many groups have been examining their endowment portfolios and looking for ways to more effectively utilize their endowments to enhance their grantmaking programs.

In this session, we will: (i) provide an overview of UPMIFA, the state law that governs institutional funds in most states; (ii) discuss the circumstances in which fund modification can be accomplished and the options for modification; and (iii) share anecdotally what we have learned through the modification process in several states.

The Price Is Right: 2021 Study of High Net Worth Philanthropy

Kyle Yarawsky, Vice President, Pennington & Company

Bank of America and the Lilly Family School of Philanthropy collaborate on a study every two years examining the giving patterns, priorities, and attitudes of affluent U.S. households. We will review findings from the 2021 study via an action-packed and high-energy game of the Price Is Right!

Are We All Aboard? Multiple Stakeholder Engagement in Fundraising

Meghan Grace, Consultant, Plaid & Chris Woods, Partner, Plaid

Steering the ship in a unified fundraising direction starts with getting everyone on the same page and is never an easy feat, especially in organizations like fraternities and sororities. This interactive session will focus on engaging participants in discussion and activities to better understand the various vantage points stakeholder groups hold within their organizations. Through the use of a case study, participants will leave this session with a fuller understanding of how to manage and strategize to balance the different values, motivations, and needs of different stakeholder groups within their organization.