Money Sanity Solutions: A Blueprint for Extraordinary Multigenerational Donor Engagement Nathan Dungan
Families today are recognizing the need to pivot quickly as they deal with a changing financial landscape. As a result, development professionals have a unique opportunity to enhance and expand their relationships with multigenerational donor families. In this highly interactive presentation, personal finance expert Nathan Dungan will share critical insight and actionable ideas to enhance donor engagement using his Share Save Spend process and tools. More specifically, participants will: • Discover new ways to help donor families communicate about money and values with their children and grandchildren; • Understand how to help donor families set clear financial goals that include sharing/giving; • Discuss a case study of a high-net-worth family that is successfully utilizing this approach; • Improve their understanding of core financial concepts; • Learn simple, implementable ideas and concepts to utilize with families for developing and maintaining healthy money habits. Download Outline Nathan Dungan is the Founder and President of Share Save Spend.  For over 20 years, he has worked with thousands of families to help them align their values with their money decisions. Nathan speaks and consults nationally with organizations and families on the topic of money and the effects of the consumer culture on money habits. His latest book, Money Sanity Solutions: Linking Money + Meaning was released in the fall of 2010.  In 2009 Nathan co-authored a textbook for high school students, Personal Finance: A Lifetime Responsibility.  Nathan’s first book, Prodigal Sons and Material Girls: How Not to Be Your Child’s ATM, was released in 2003. The mission of Share Save Spend is to help youth and adults achieve Financial Sanity by developing and maintaining healthy money habits.  We provide a process, as well as concrete, actionable tools that help people shift effectively from a spend-centric mode to one that balances spending with saving and sharing.

Moving Forward — What’s Working in Gift Planning and With Allied Professionals Sheryl Morrison, Laird Yock and John Kilbride
Did you know that between 2005 and 2007, nonprofit personnel moved from being the number one source of philanthropic information for affluent individuals to number four behind accountants, attorneys and wealth advisers (Bank of America and the Center on Philanthropy at Indiana University, 2005 and 2007)? We need to turn that trend around and learn how development professionals and allied professionals can claim a place at the table with benefactors and their advisers at multiple levels in their organizations. In this master class workshop, Sheryl Morrison, an attorney with almost 25 years of experience in estate, trust and charitable planning, and Laird Yock, a nationally known career gift planning practitioner and consultant, will engage participants in learning about what is working in gift planning from an allied professional and practitioner’s perspective. They will also examine the need for gift planning professionals to rethink the future of gift planning in light of donor needs and motivations. The presentation and conversation will: a) examine what’s working in gift planning, and why, from an allied professional’s perspective; b) consider ways of becoming donor-centered and relevant given the sea of change taking place in gift planning and c) provide for an interactive case study for discussion. The workshop will be led and moderated by John Kilbride from Luther Seminary. Download Outline