57th Annual ICSC Conference: Full Schedule

9:00am CDT

S08 - Picture Your Legacy: How to Get Donors to Engage in the Planned Giving Conversation

Speakers

Renée Underwood, CFRE

Associate Director of the Advancement Foundation, Diocese of Fort Worth

Renée Underwood has served in stewardship, development and Catholic foundation management roles for dioceses since 2009. She currently has responsibility for annual and planned giving for the Diocese of Fort Worth as associate director of its Advancement Foundation. Current vice... Read More →

Monday October 7, 2019 9:00am - 10:00am CDT
Huron

Conference Sessions, Track 8

10:30am CDT

S18 - Protecting Your Foundation and its Assets

Speakers

Phillip Kunkel, Attorney

Principal, Gray Plant Mooty Law Firm

Phillip Kunkel is a Minnesota attorney who concentrates his practice in bankruptcy, receiverships, commercial financing and agricultural and agribusiness financing. He is a frequent lecturer on, among many subject areas, bankruptcy, commercial financing, and receiverships. He has... Read More →

Monday October 7, 2019 10:30am - 11:30am CDT
Huron

Conference Sessions, Track 8

1:00pm CDT

S28 - Catholic Foundations Supporting Parishes and Schools in Planned Giving Efforts

Speakers

Suzanne Nunn

Interim Executive Director, Orange Catholic Foundation

Suzanne Nunn is the executive director of the Orange Catholic Foundation. She has served the Orange Catholic Foundation since 2010 and is responsible for directing the Endowment Development and Asset and Legacy Giving programs throughout the Catholic community. She provides consultation... Read More →

Monday October 7, 2019 1:00pm - 2:00pm CDT
Huron

Conference Sessions, Track 8

3:00pm CDT

S38 - Leveraging Seminars and Professional Advisors to Obtain Planned Gifts

Speakers

Kimberly Jetton

Director of Planned Giving, Archdiocese of Los Angeles

Kimberly Jetton serves as the director of planned giving for the Archdiocese of Los Angeles, which is the largest archdiocese in the United States and the fourth largest in the world. She has over 20 years’ experience in advancement, with a concentration on planned gifts. Her... Read More →

Monday October 7, 2019 3:00pm - 4:00pm CDT
Huron

Conference Sessions, Track 8

8:30am CDT

S48 - Setting Endowment Goals to Generate Major Gifts

Speakers

Donna Marino

Senior Vice President, Greater Mission, LLC

Donna Marino has 35 years of development experience including over 20 years serving the Catholic Church. She is a native of Connecticut and served in senior management positions with two religious orders, the Religious of the Sacred Heart of Mary in New York and the Sisters of Mercy... Read More →

Thomas Sonni

President and Managing Partner, Greater Mission, LLC

Tom Sonni founded Greater Mission in 2006. He brings more than 25 years of experience designing stewardship models and managing capital campaigns along with years of experience in strategic planning, annual appeals, major gifts, and legacy giving. He has guided efforts that have raised... Read More →

Tuesday October 8, 2019 8:30am - 9:30am CDT
Huron

Conference Sessions, Track 8

10:00am CDT

S58 - How to Create an Investment Policy Statement for Screening

Speakers

Sam Saladino

Managing Director, IWP Capital, LLC

Sam Saladino has over 20 years of investment management experience and is focused on socially responsible investing. He is the CEO of Trinity Fiduciary Partners, LLC, and managing director and founder of IWP Capital, LLC. Prior to forming Trinity in 2005, he was a financial adviser... Read More →

Tuesday October 8, 2019 10:00am - 11:00am CDT
Huron

Conference Sessions, Track 8

1:00pm CDT

S68 - Cancelled

Tuesday October 8, 2019 1:00pm - 2:00pm CDT
Huron

Conference Sessions, Track 8

2:30pm CDT

S78 - Unraveling the Mystery of Donor Advised Funds

Speakers

Dennis Gerber

Donor-Advised Fund Specialist, Knights of Columbus

Dennis Gerber is the President and CEO of Knights of Columbus Charitable Fund, a newly created national community foundation that works with dioceses, religious communities, apostolates, and individual donors on philanthropic solutions. With over 15 years of experience in nonprofit... Read More →

Tuesday October 8, 2019 2:30pm - 3:30pm CDT
Huron

Conference Sessions, Track 8