Deborah Kaplan Polivy, Ph.D.

The planned giving workshop session was excellent…lively and energetic. Debby was a fun and interesting moderator, providing good information in a thought-provoking, entertaining, and engaging style. Conference sessions can get dry after a while, so thanks for making this session interesting and fun!

— Doug Crisafulli, Director of Planned Giving, Moody Bible Institute

Deborah wrote an opinion piece about the relationship between thank you notes and donor retention. Read the full article at eJewishPhilanthropy.

Abbey Stephenson, JD, Planned Giving Officer of  Renown Health, is ready to read her “fake” will giving all her assets to the Foundation.  She wrote that Deborah’s “approach is refreshing and fun.”

Fake assets and some costumes are an easy way to learn about planned giving – this donor is receiving a check from a Charitable Remainder Annuity Trust at the Crescendo 2023 Practical Planned Giving Conference while another benefactor is reading from her will.

The interaction and problem solving with the various gifts (and the warmth and humor provided) were tremendously effective for me as a leader and learner. – evaluation by one participant

Deborah will be speaking once again at Crescendo’s Practical Planned Giving Conference – this year September 18  in Orlando.  Her workshop is one of her favorites, “An Easy Way to Learn About Planned Giving,” which makes all participants into philanthropists!

Deborah will be giving her presentation titled “Planned Giving is Only A Tool: Let’s Focus on Purpose – Endowment Building” at the 2022 Crescendo Practical Planned Giving Conference on September 19, 2022

The Time for Endowment Building Is Now: Why and How to Secure Your Organization’s Future by Deborah Kaplan Polivy was recently reviewed by Stephen G. Donshik.

Dr. Deborah Kaplan Polivy has written a very important book that should be read by anyone involved in financial resource development in nonprofit organizations…

You can read the full review here.

Stephen G. Donshik, D.S.W. is a retired member of the faculty of Hebrew University’s School of Social Work’s program in Management of Non-Profit Organizations.

• Rowman & Littlefield will be publishing Deborah’s next book, “Building a Successful Endowment: Why and How to Secure Your Organization’s Future” – expected to be released in 2020.
• New faculty appointment – Lecturer in the Hornstein Jewish Professional Leadership Program for the fall semester – Skills and Techniques in Jewish Philanthropy and Fundraising
• A new article entitled “Endowment Development: Call It What It Is” was published by Planned Giving Today in July, 2019
• Deborah will speak at the February 11 meeting of Women in Philanthropy. Her topic is “How to Analyze Your End of Year Giving Using the Donor Lifecycle Map.”

Deborah’s latest article, “Some Thoughts on Improving the Annual Fundraising Letter“, was published by ejewishphilanthropy.com

Her next workshop will be held in Silicon Valley on March 14, 2009:

MAJOR GIFTS TRAINING
In partnership with
The Association of Fundraising Professionals Silicon Valley and Sanford Institute of Philanthropy at John F. Kennedy University

Deborah will be speaking at the International Fundraising Conference in New Orleans on April 16, 2018

Do you want to know about Deborah’s ideas on donor retention?  Take a look at this webinar about her recently published Charity Channel book on the Donor Lifecycle Map.

Recently published articles:

All Signs Point to Donor Retention

Someone Has Been Reading My Articles – or Maybe Not!