July 19 & 20, 2017
Omni Richmond Hotel

Richmond, Virginia


Leveraging Major Data into Major Gifts”

Led by Wendy McGrady, Executive Vice President, The Curtis Group, Virginia Beach, VA, and Erin Hogan, Senior Vice President, Philanthropic Market Executive, U.S. Trust, Washington, DC
This session will unpack two of the most influential studies in major gift fundraising: 2017 Giving USA and 2016 U.S. Trust Study of High Net Worth Philanthropy. It will feature an interactive discussion focusing on the state of philanthropic giving today, trends and innovations that are reshaping the philanthropic sector and how donors and their nonprofit partners can embrace this new era of philanthropy.

More than just a report out of data, Erin Hogan and Wendy McGrady will focus on key trends identified in each study and how each can be used to grow an organization’s fundraising capacity and expand relationships with donors. This discussion will be followed by an in-depth question-and-answer session with the audience.

“25 Years of Philanthropy: Reflecting Back and Looking Forward”
Moderated by Keith Curtis, President and Founder of The Curtis Group

This will be the closing session and will be a panel discussion of Virginia’s charitable history and future—and how nonprofits can properly prepare. Panel includes:

  • Sherrie Armstrong, President and CEO, The Community Foundation Serving Richmond and Central Virginia
  • Joan Brock, Community volunteer
  • Elizabeth Cabell Jennings, Director of Institutional Investments, Foundations and Endowments Specialty Practice, SunTrust Bank
  • John Lawson, President and CEO, W. M. Jordan Company