William D. Samers
UJA-Federation of New York
Vice President, Planned Giving and Endowments
130 East 59th Street
New York, 10022 USA
New York, 10022 USA
William D. Samers is Vice President of Planned Giving and Endowments at UJA-Federation of New York, the largest local not-for-profit in the country, where he leads a 17 person gift planning department. Before UJA-Federation, he worked for the American Committee for the Weizmann Institute of Science (ACWIS) most recently as the Vice President of Gift Planning and Compliance. He is a past president of the Philanthropic Planning Group of Greater New York and served on the Executive Committee of the Partnership for Philanthropic Planning as Secretary and Chair of the Investment Committee. Bill has presented at the AFP International Conference; the National Conference on Planned Giving; the Planned Giving Councils of New York, New England, Connecticut, Philadelphia, Palm Beach, Houston, and San Francisco as well as to the New York State Society of Certified Public Accountants. He has been published in the Journal of Gift Planning and the Conference Proceedings for the Partnership for Philanthropic Planning National Conference. Bill has been quoted in many publications including the New York Times, the Chronicle of Philanthropy, and the Non Profit Times. Bill graduated from the University of Pennsylvania and received his J.D. from Boston University Law School.
Leadership Institute, Past CGP Board, CGP Conference Speaker, Other - Write In
Past President of Philanthropic Planning Group of Greater New York (PPGGNY)
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Title of Presentation 1
All About the Planned Giving Ask
One of the largest challenges for planned giving/development officers is asking for a planned gift from donors because it often requires a different strategy than traditional solicitations. This presentation will focus on who, when, what, and how to ask for a planned gift. It will help you navigate into the position to make more asks and provide you with various tools to make more successful asks. Finally, it will offer strategies to move the gift from an ask to completion
Title of Presentation 2
Game, Set, Match: A Legacy Challenge Fund
Game, Set, Match!: Creating a Legacy Challenge (William Samers & Shira Hudson): This presentation will provide an overview of how to create and implement a legacy challenge fund. It will address areas such as how to choose the match donor, different types of structures for a match, timing, marketing materials, training of staff, challenges organizations may face, and strategy for implementation. It will also provide a case study of a successful challenge match which raised over $30 million in future bequest income for the organization. Learning Objectives: How To Create a Challenge Match. How to obtain current dollars while building a future. How to obtain more legacy gifts
Title of Presentation 3
Adding Planned Giving To Your Fundrasing Toolkit
Planned giving is often looked upon as a highly technical and specialized area of fundraising. However, this does not have to be true. Every development person can and should be able to speak to donors about planned giving; understanding its strategic importance and the simple ways to start the conversation is the first step. With the right language and tools, any fundraiser can feel comfortable introducing this topic. Learn about specific planned gifts and ways to maximize your organizational fundraising with current and future dollars without unnecessary technicalities.
Presentation Topic Areas
Gift Design, Marketing/Cultivation, Case Studies, Administration, Integrated Planning, To be determined with Council
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no fee only expenses