Workshop / April 3 (Wednesday)


8:30 AM

Registration, Networking, Coffee, Pastries

9:00 AM

A Match Made in Heaven: Planned Gifts and Major Gifts Unite

Lise Twiford

Lise Twiford, CFRE

Vice President, Advancement at the American College of Financial Services
Adjunct Professor, Villanova University Continuing Studies

For years, planned giving and major gifts stood on separate sides of the playground. Then, their eyes met and it was love at first sight. Life has never been better for them! This half day seminar will demonstrate the value of bringing planned and major gifts together to create a dynamic gift scenario. Through conversation and role play, this session will awaken your creativity and send you home with new fundraising options to consider.

10:30 AM

Tax Reform’s Impact

Stuart Sullivan

Stuart Sullivan, CFRE

VP, Graham-Pelton

The Tax Cuts and Jobs Act, passed by the Federal Government in 2017, could have a devastating impact on giving in the United States. Fundraisers must immediately prepare and implement new approaches to mitigate a possible decline in both the number of donors and dollars in 2019 and beyond.

Stuart will discuss:

  • The culprit behind this potential decline.
  • The decrease in itemizable deductions and its effect on giving.
  • Whether the most generous donors are affected or not.
  • How the middle class is affected.
  • How to identify potential future givers.
  • How the lack of incentive to give annually may hurt loyalty and, thus, planned giving.
  • Mergers and acquisitions. Can these hurt philanthropy?

Stuart will present nine best practices and keys to success.

12:00 PM

Afternoon Hangout!

Viken Mikaelian

Optional session: Give advice. Get advice. Network.

Optional afternoon session for only $34 additional! Includes box lunch. Early registration a must.

Learn from your peers, and let them learn from you. An open panel discussion (and shouting match!) of the daily challenges (aka, problems) you and your peers are experiencing. Discuss solutions, outcomes, and more.

Complaints allowed. Whatever is said here, stays here. Masks are optional.

Viken Mikaelian will moderate this session, along with a 20-minute track on “Time Management.”

About 90 minutes. Or stay as long as you wish!

Time, Location, Tuition.

Valley Forge Sheraton
480 N Gulph Road
King of Prussia, PA 19406
(484) 238-1800

Wednesday, April 3, 2019
8:30 A.M.

Morning Session: $117.00

Morning + “Hangout”: $151.00
(includes lunch + afternoon session)


Lise Twiford

Lise is an experienced fundraiser, dynamic speaker, educator, and mentor.

With a focus on healthcare, her more than 25 years of professional fundraising and development career includes extensive experience in special events, annual fund, major gifts and planned giving. As a certified AFP Master Teacher, Lise extends her knowledge of the field by serving as a faculty member for the AFP Principles of Fundraising course held at Villanova University.

Lise received her Bachelor’s degree from West Chester University, her MBA from St. Joseph’s University, and recently completed course work for the CFP designation through the American College, Bryn Mawr. Lise earned her Chartered Advisor in Philanthropy (CAP®) through The American College in 2016.

Stuart Sullivan

Stuart Sullivan provides senior level counsel on campaigns, strategic planning, various forms of giving, and management of programs and staff.

Before joining Graham-Pelton, Stuart served as the Executive Vice President and Chief Development Officer for The Children’s Hospital of Philadelphia. At CHOP, he oversaw all fundraising activities and programs with a staff of 75 professionals and support. The comprehensive development program at CHOP raises more than $100 million annually, highlighted by $50 million gifts in 2013 and 2015.

Prior to CHOP, Stuart was Senior Vice President for Institutional Advancement at Temple University. There, he oversaw all development, alumni relations and marketing/branding for the University. He managed development and alumni relations for Temple’s seventeen schools and colleges as well as athletics, the health system, University Press, and libraries. Working with a staff of more than 130, he was responsible for outreach to more than 240,000 living alumni and thousands of parents and friends. Total fundraising at Temple exceeded $50 million annually for various priorities within the University. He also managed Temple’s external relations program including advertising, branding, creative services, and internet presence.

Stuart came to Temple from the University of Pennsylvania where, as Director of Development for Schools and Centers, he was responsible for the management and strategic planning for development offices within 14 of Penn’s 17 schools and resource centers, with combined annual fundraising in excess of $90 million annually. During his four years at Penn, he also served as Director of Gift Planning and Director of Major Gifts.

Stuart started his career in higher education at Virginia’s Lynchburg College as the Assistant Director of Alumni and Parents Programs. After returning to his alma mater, Roanoke College, he assumed positions of greater responsibility, culminating with his appointment as Director of Major Gifts and Planned Giving, a post he held until he moved to Penn in 1997.