Message From Your Co-Chairs

It's a new day in the world of charitable gift planning. This interactive conference turns gift planning on its head to reframe and invigorate old programs and redefine strategies for success for newer programs. Join a new faculty of national gift planning experts who manage successful programs across the country and who have collectively closed billions of dollars of gifts of all kinds.

Experience "The Expert's Perspective" section within many of the presentations where one or more faculty will collaborate to discuss with attendees practical, creative approaches using gift planning to increase your productivity in raising current and future major gifts.

Conference Co-Chairs

Jeff Comfort
Executive Director, Planned and Principal Gifts
Georgetown University

Jeff Comfort is well known in the gift planning field. He currently serves as executive director of principal and planned gifts at Georgetown University, where he recently was responsible for overseeing university-wide planned giving efforts resulting in $248 million of planned gift commitments for Georgetown's $1 billion comprehensive campaign. Before arriving at Georgetown in 1995, he spent 11 years in Denver directing the planned giving program for the National Jewish Medical and Research Center.

Comfort is active both nationally and locally in planned giving professional associations. As a volunteer leader of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning), he served as president, chair of the 10th National Conference on Planned Giving in New Orleans and was a member of the NCPG board of directors for five years. Additionally, he was a member of the ethics committee and chaired the task force on gift valuation. On the local level, he is a past president and board member of the National Capital Gift Planning Council of Greater Washington.

Scott Lumpkin
Vice Chancellor, University Advancement
University of Denver

Scott Lumpkin has almost 30 years of higher education fundraising experience and is recognized nationwide for his expertise in gift planning. He currently serves as vice chancellor for university advancement at the University of Denver where he leads the university's comprehensive fundraising efforts.

PreviouslyLumpkin served as associate vice chancellor at Denver, directing the university's gift planning program and providing senior-level advancement leadership. He is a past board member of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning) as well as a founding member and Past President of the Colorado Planned Giving Roundtable. Scott has directed national research projects focused on planned giving including PPP's landmark nationwide demographic survey of donors: Planned Giving in the United States. He also helped develop PPP's Valuation Standards for Planned Gifts and its Guidelines for Counting and Reporting Planned Gifts.

He speaks and writes regularly about gift planning and charitable tax and estate planning techniques. He holds a Bachelors degree in Mathematics and a Masters in Business Administration.

Faculty

Cynthia Krause
Vice President of Gift Planning
Baylor Health Care System Foundation

Cynthia Krause has worked in the field of charitable gift planning with nonprofit organizations, individuals, families and family foundations for 25 years. She is currently vice president of gift planning for Baylor Health Care System Foundation where she leads the Foundation's gift planning efforts. She previously practiced law with the firm of Manning & Miller, P.C., was associate trust counsel for Baptist Foundation of Texas and. served as president and primary consultant for Wilson & Krause, a gift planning and family advisory services firm,

Krause served on the faculty of The College of William & Mary National Planned Giving Institute for six years and is a member of the Editorial Board of the Planned Giving Design Center®. She was a member of the board of directors of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning) and chaired the 12th National Conference in Los Angeles in addition to chairing or serving on numerous NCPG task forces. She was also past president of the North Texas chapter of NCPG, and a former member of the editorial advisory board of the publication Planned Giving Today®

Krause is a graduate of Baylor University and Baylor University School of Law and is a nationally recognized speaker on various aspects of nonprofit gift planning.

Dan Peterson
Vice President for Principal Gifts and Gift Planning/Associate Campaign Director
OSU Foundation

Dan Peterson has served WSU, UW and currently Oregon State University in a variety of campaign, major and gift planning roles for the past 25 years. At OSU he is in his third comprehensive campaign, serving as the vice president for principal gifts and gift planning/associate campaign director for OSU Foundation.

Peterson earned his bachelor's degree from WSU and his Juris Doctorate from Seattle University.