What Motivates Planned Givers & Important Tools For
Your Tool Box
November 7, 2025 | 9:00 a.m. to 11:00 a.m.
Boys Town Headquarters -- 14100 Crawford Street, Boys Town, NE
Agenda
9:00 – 9:15: Check in and Welcome
9:15 – 9:45: Small group discussion: What was the main motivation behind the biggest gifts that you have helped a donor identify?
9:45 – 11:00: Randall Hallett, CEO and Founder
Light refreshments will be provided.
Deadline for Registration: November 4, 2025
About The Program: In this session, participants will explore how generational shifts in wealth and current economic conditions are reshaping the landscape of planned giving knowing that 90% of wealth is not “liquid” for nonprofits to access immediately. The presentation begins by examining today’s wealth distribution across generations—highlighting how Baby Boomers continue to hold the majority of assets while Gen X and Millennials rapidly accumulate wealth and display different philanthropic motivations. Against this backdrop, we’ll address how inflation and turbulent markets influence donor behavior, investment decisions, and the design of legacy gifts. The session balances data-driven insights with actionable tools fundraisers can apply immediately to strengthen both current and future planned giving outcomes.
Two Take-Aways for the Audience
- Motivation drives method - Donors rarely begin with a technical tool; they start with values, identify and legacy. Your roll is to uncover the "why" before introducing the "how".
- Planned giving conversations are practical and accessible -- Most gifts come through simple vehicles (wills, trusts, beneficiary designations). By asking the right discovery questions and partnering with advisors,
About Our Speaker: Randall Hallett, CEO and Founder
Randall Hallett is the CEO and Founder of Hallett Philanthropy, full-service consulting firm. Having spent his entire career in philanthropy, Randall has a passion for helping organizations seek funding to meet their mission, and believes giving is good for one’s emotional and physical well-being.
Prior to founding Hallett Philanthropy, Randall served as President and Principal Consultant for a large leading firm in philanthropy consulting. While there, he oversaw all client programs on behalf of the 30+ person firm. The final four years of his seven-year tenure were the most profitable for the organization in their history.
As a consultant, Randall has worked with universities, healthcare systems, hospitals, medical centers, community non-profits here in the US and across the globe, including University of California Irvine, University of Missouri, University of Miami, University of Cincinnati, University of St. Mary, Intermountain Health System, Make-A-Wish, MassGeneral Brigham Health System, multiple Ronald McDonald Houses, Catholic Health Initiatives (CHI) System, Dignity Health System, AdventHealth System, Indiana University Health System, Baylor University Medical Center, Marshfield Clinic Health, Manitoba Children’s Hospital (Canada), Riley Children’s Hospital, and St. Vincent’s Current (Australia).
Before consulting, Randall was the Chief Development Officer (CDO) and MedCenter Senior Executive at the University of Nebraska Medical Center, where he was responsible for all aspects of fundraising, including the introduction of a major gift solicitations program through physician engagement, a concierge program, and a planned giving effort which led to a 600 percent increase during his tenure. Randall and his team supported the $370 million 18-month fundraising effort for the Fred and Pamela Buffett Cancer Center.
Prior to working with the MedCenter, Randall spent 15 years in fundraising leadership positions with educational institutions, all in the chief development officer role. In those capacities, he oversaw $20M+ campaigns, all fundraising efforts, alumni offices, admissions, marketing, and other external relations.
Randall holds a bachelor’s degree in business and finance from the University of Nebraska-Omaha, a Master’s Degree in Business Administration from the University of Missouri-Kansas City, a Juris Doctorate with a personal focus in taxation issues of estates and trusts from the University of Missouri-Kansas City, and an Educational Doctorate in leadership from the University of St. Thomas.
Randall speaks regularly at conferences around the world. His recent industry thought leader effort is his latest book Vibrant Vulnerability: Mastering Philanthropy for Today and Tomorrow’s Healthcare CEO delves into the relationship between fundraising and non-fundraising CEO’s
Register Now: https://www.cgpnebraska.org/registration/
DIRECTIONS
Turn south into Boys Town’s campus off of Pacific and Doyle Drive (approximately 137th Street).
Take your second left towards Boys Town Headquarters.
Follow the winding road until you see two large parking lots on your left and park there.
Follow sidewalks to front doors of Headquarters.
Upon entering, on your left is security to sign in and you will be guided towards the auditorium for the meeting.
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Meeting Locations & New Format for 2025
Monthly meetings will continue to be held at Lincoln Community Foundation and Boys Town, alternating between Lincoln and Omaha. Thanks so much to LCF and Boys Town for hosting!
We are adjusting our format for 2025 to provide the opportunity for more focused networking conversation at our monthly meetings. Our Friday meetings will still be from 9:00 - 11:00 AM, with the first half hour dedicated to topic-relevant discussion.
Bookmark our new website address
Please note our website address has been update from cgne.org to cgpnebraska.org
Save these Dates
12/5/2025: Annual Meeting & Celebration - Glacial Till, Ashland Nebraska
See the entire 2025 program calendar
Join CGPN Today
The mission of the Charitable Gift Planners of Nebraska is to provide the education, inspiration, and connections to build confidence, competence, and credibility in facilitating philanthropic gifts by:
- enhancing professional skills through knowledge and education,
- building relationships with other partners in the charitable gift planning process,
- and serving as the network and professional resource for charitable gift and estate planners.
New! You can now register for your Local CGPN membership right on our website!
