Luncheon Program
Chasing The Marketing Rainbow:
The real reason planned giving programs don’t succeed
and what you can do about it.
Sam Caldwell

Hear one of the top innovators in the field talk about the revolution in planned giving marketing, how it can help you, what you can reasonably expect in terms of results, and why more and better marketing will never be enough!  Learn what the real key to success is, why no one wants to talk about it, and how you can make it happen. Whether you are a seasoned professional or new to charitable gift planning, you will not want to miss this thought-provoking session .

Speaker Bio
Sandra Ciallella

Sandra Ciallella is currently the Assistant Vice President for Development in the office of University Relations at the University of San Diego, a position she took in September 2004.  Sandra’s role at USD is to work with high net worth alums, parents and friends of the university to secure major and planned gifts.  She is responsible for the oversight of the offices of Planned Giving, Foundation Relations and Annual Giving as well as centrally located special and major gift officers.  In addition, Sandra oversees and manages the major gift prospect management system which encompasses development offices at each of the university’s schools and the athletic department.

Prior to joining USD, Sandra worked for 9 years at Scripps Foundation for Medicine and Science where she began her development career as Associate Director of Gift Planning.  At the time Sandra left Scripps to join USD, she held the position of Senior Vice President for System Development. In that role she was responsible for not only the management of the Scripps’ gift planning program but also oversight of development officers assigned to 4 hospitals and the Scripps Cancer Center for Scripps Health.

Prior to embarking on her development career, Sandra practiced law in the areas of estate planning and probate, real estate and business transactions and tax dispute and planning.

Sandra received her B.S. in Accounting from Penn State University and her J.D. from the University of San Diego School of Law.

Speaker Bio
Sam Caldwell

Sam Caldwell, Founder and President of The Planned Giving Company and co-founder of Virtual Giving, Inc., a national provider of planned giving Web sites. Nationally recognized for his innovative leadership in planned giving, Sam has 16 years of front-line experience in charitable gift planning.  He has served as Director of Planned Giving at The Children's Hospital of Philadelphia and at The Lawrenceville School, a top-ranked boarding school near Princeton, NJ. A graduate of Amherst College (B.A.) and Earlham School of Religion (M.Div.), he was a co-founder of Virtual Giving, Inc. and was the originator of many features of the Virtual Giving websites, including "Plan-A-Gift" and "Picture This Gift." Sam also co-leads the WinningPG(tm) Seminar, a top-rated planned giving seminar