Schedule
Wednesday, January 28, 2026
8:00 AM Registration/Check-in
8:30 AM Welcome, introduction and Highlights'
9:30 AM Looking back, launching forward
Paul Miller and Sandy Sommer, Presbyterian Villages of Michigan
8:30 AM Welcome, introduction and Highlights'
9:30 AM Looking back, launching forward
Paul Miller and Sandy Sommer, Presbyterian Villages of Michigan
10:30 AM Break
11:00 AM From a dusty strategic plan to a fluid adaptive framework
Charles Wickham, Pinnacle Living
11:00 AM From a dusty strategic plan to a fluid adaptive framework
Charles Wickham, Pinnacle Living
12:00 PM Lunch
1:30 PM Cultivation and stewardship are more than a free lunch
Lisa Shiro, Ceilanne Libber, Geneva Foundation
1:30 PM Cultivation and stewardship are more than a free lunch
Lisa Shiro, Ceilanne Libber, Geneva Foundation
2:30 PM Break
3:00 PM Deep Dive: "My Why"
All attendees
3:00 PM Deep Dive: "My Why"
All attendees
4:00 PM Meet our sponsors
4:30 PM Break
5:30 PM Dinner together
4:30 PM Break
5:30 PM Dinner together
Thursday, January 29, 2026
7:30 AM Breakfast
8:30 AM Keynote: Raising More Right Now: Practical Fundraising Systems
for Faith-Based Senior Living
Cherian Koshy, Consultant in Residence
8:30 AM Keynote: Raising More Right Now: Practical Fundraising Systems
for Faith-Based Senior Living
Cherian Koshy, Consultant in Residence
10:00 AM Break
10:30 AM Enhancing memory support programming through philanthropy
Claire Meltzer & Kate Kavitski, Westminster Ingleside Foundation
10:30 AM Enhancing memory support programming through philanthropy
Claire Meltzer & Kate Kavitski, Westminster Ingleside Foundation
12:00 PM Lunch
1:00 PM Keynote: Do more with what you already have: using CRM,
messaging frameworks and AI to multiply capacity
Cherian Koshy, Consultant in Residence
1:00 PM Keynote: Do more with what you already have: using CRM,
messaging frameworks and AI to multiply capacity
Cherian Koshy, Consultant in Residence
2:30 PM Break
2:45 PM Leaving a Lasting Legacy with Estate Planning and Other Planned Gifts
Stefanie Marsden, Texas Presbyterian Foundation
3:45 PM Deep dive: The Donor Journey
All attendees
2:45 PM Leaving a Lasting Legacy with Estate Planning and Other Planned Gifts
Stefanie Marsden, Texas Presbyterian Foundation
3:45 PM Deep dive: The Donor Journey
All attendees
4:00 PM Break/Open evening
Friday, January 30, 2026
7:30 AM Breakfast
8:30 AM Keynote: Fundraising is a team sport: building high-performing
fundraising cultures in senior living communities
Cherien Koshy, Consultant in Residence
8:30 AM Keynote: Fundraising is a team sport: building high-performing
fundraising cultures in senior living communities
Cherien Koshy, Consultant in Residence
10:00 AM Break
10:15 AM Deep dive: mission-forward takeaways
All attendees
11:00 AM Summit Adjourns
10:15 AM Deep dive: mission-forward takeaways
All attendees
11:00 AM Summit Adjourns
Subject to change
Presentations and Presenters
In order of presentation
Looking back, launching forward
Discover the 20-year evolution of the Presbyterian Villages of Michigan Friends & Family Annual Campaign, a grassroots effort that became a lasting culture of joyful generosity. Learn how residents, families, staff, and community partners sustain giving through shared mission and personal connection, and gain practical insights on adapting to changing donor expectations, energizing volunteers, and using past lessons to strengthen future campaigns.
Paul Miller, Vice President CFRE, President, Presbyterian Villages of Michigan Foundation
Paul leads philanthropic initiatives to support the mission of Presbyterian Villages of Michigan and enhance community impact. With extensive experience in nonprofit fundraising and a commitment to mission-driven leadership, Paul guides strategic development, donor engagement, and stewardship efforts that sustain programs and services for older adults across Michigan.
Sandy Sommer, Director of Donor Engagement, Presbyterian Villages of Michigan Foundation
Sandy leads efforts to build meaningful relationships with donors, creating opportunities for philanthropy that advance the mission of serving older adults. Sandy brings a passion for connecting people to purpose-driven giving and developing programs that inspire generosity and lasting impact.
Paul Miller, Vice President CFRE, President, Presbyterian Villages of Michigan Foundation
Paul leads philanthropic initiatives to support the mission of Presbyterian Villages of Michigan and enhance community impact. With extensive experience in nonprofit fundraising and a commitment to mission-driven leadership, Paul guides strategic development, donor engagement, and stewardship efforts that sustain programs and services for older adults across Michigan.
Sandy Sommer, Director of Donor Engagement, Presbyterian Villages of Michigan Foundation
Sandy leads efforts to build meaningful relationships with donors, creating opportunities for philanthropy that advance the mission of serving older adults. Sandy brings a passion for connecting people to purpose-driven giving and developing programs that inspire generosity and lasting impact.
From a dusty strategic plan to a fluid adaptive framework
Organizations often invest heavily in strategic plans that quickly lose relevance. This session explores a shift from static planning to a dynamic adaptive framework. Through a live case study, participants will see how leadership goals are aligned, accountability is strengthened, and strategy becomes an active part of daily operations. You will gain practical insights into creating a living framework that drives alignment, adaptability and sustained organizational progress.
Charles Wickham, Director of Donor Development, Pinnacle Living
For over eight years, Charles has served Pinnacle Living following his retirement as a United Methodist pastor of 31 years. In this role, Charles generates philanthropic opportunities for the six communities of Pinnacle Living. He also provides information and education about Pinnacle Living to The Virginia Annual Conference regarding donor engagement and philanthropic opportunities including raising awareness of and funds for The Samaritan Program, Pinnacle Living's benevolence support program which has been a core element of Pinnacle Living's mission since its founding in 1948.
Charles Wickham, Director of Donor Development, Pinnacle Living
For over eight years, Charles has served Pinnacle Living following his retirement as a United Methodist pastor of 31 years. In this role, Charles generates philanthropic opportunities for the six communities of Pinnacle Living. He also provides information and education about Pinnacle Living to The Virginia Annual Conference regarding donor engagement and philanthropic opportunities including raising awareness of and funds for The Samaritan Program, Pinnacle Living's benevolence support program which has been a core element of Pinnacle Living's mission since its founding in 1948.
Cultivation and stewardship are more than a free lunch
Donor cultivation and stewardship are central to effective philanthropy. Cultivation builds trust by engaging prospective supporters through authentic relationships and clear communication. Stewardship sustains those relationships by valuing donors and connecting them to the impact of their giving. Together, they foster loyalty, encourage continued support, and create partnerships grounded in gratitude, transparency, and shared purpose.
Lisa Shiro, CFRE, Vice President, Development & Fundraising, Geneva Foundation of Presbyterian Living
Lisa has dedicated 35 years to the field of development, bringing deep expertise, unwavering integrity, and a strong commitment to ethical and effective fundraising. In her current role, Lisa oversees all gift stewardship, accounting, and grant reimbursement processes between the Geneva Foundation and the Presbyterian Living communities. She believes profoundly in the power of philanthropy to transform lives and strengthen senior living communities. She has successfully cultivated and solicited multiple six- and seven-figure gifts and has a proven ability to create innovative revenue streams while maintaining exceptional donor retention. Her stewardship philosophy centers on transparency, gratitude, and ensuring donor generosity is used precisely as intended.
Ceilanne Libber, MPA, Donor Engagement Officer, Geneva Foundation of Presbyterian Living
Cellianne brings over 30 years experience in fundraising. In her current role, she identifies, cultivates, solicits, and stewards major and deferred donors. Prior to her work at the Geneva Foundation, Ceilanne orchestrated major and planned gifts at the American Bar Association, raised funds for Lawrence Hall Youth Services’ $12 M Capital Campaign and was Director of Development for the Winnetka Community House.
Lisa Shiro, CFRE, Vice President, Development & Fundraising, Geneva Foundation of Presbyterian Living
Lisa has dedicated 35 years to the field of development, bringing deep expertise, unwavering integrity, and a strong commitment to ethical and effective fundraising. In her current role, Lisa oversees all gift stewardship, accounting, and grant reimbursement processes between the Geneva Foundation and the Presbyterian Living communities. She believes profoundly in the power of philanthropy to transform lives and strengthen senior living communities. She has successfully cultivated and solicited multiple six- and seven-figure gifts and has a proven ability to create innovative revenue streams while maintaining exceptional donor retention. Her stewardship philosophy centers on transparency, gratitude, and ensuring donor generosity is used precisely as intended.
Ceilanne Libber, MPA, Donor Engagement Officer, Geneva Foundation of Presbyterian Living
Cellianne brings over 30 years experience in fundraising. In her current role, she identifies, cultivates, solicits, and stewards major and deferred donors. Prior to her work at the Geneva Foundation, Ceilanne orchestrated major and planned gifts at the American Bar Association, raised funds for Lawrence Hall Youth Services’ $12 M Capital Campaign and was Director of Development for the Winnetka Community House.
Deep dive: my why
A facilitated session that invites fundraising professionals into a meaningful space of reflection and connection. Through personal stories and lived experiences, presenters share the motivations, mo-ments, and values that drew them into the work of philanthropy. This session celebrates the human side of fundraising, fostering empathy, authenticity, and a deeper sense of shared purpose within the profession.
All attendees
All attendees
Keynote: Raising more right now: practical fundraising systems for faith-based senior living
This session establishes a practical baseline: What are the most im-portant, high-leverage actions senior living fundraisers can take this quarter to stabilize and grow giving? Drawing on benchmarking in-sights and common patterns across faith-based elder care communi-ties, we’ll identify the 6–8 “leverage points” that consistently drive results seen in .resident-family gratitude, church partnerships, adult-child communications, mid-level donor care, and planned giving signals. Attendees will complete a short diagnostic and leave with a tailored action plan.
Cherian Koshy, Vice President, Kindsight. PAHSA 2026 Consultant in Residence.
Read Cherian's bio here.
Cherian Koshy, Vice President, Kindsight. PAHSA 2026 Consultant in Residence.
Read Cherian's bio here.
Enhancing memory support programming through philanthropy
Memory support programming is evolving rapidly, yet budget con-straints can limit innovation. Westminster Ingleside Foundation partners will share across departments to develop donor-ready initiatives that integrate best practices, technology and engagement strategies. Attendees will learn to craft compelling cases for support, secure funding, and steward gifts, creating sustainable, research-informed memory programs that enhance resident experience and empower staff.
Claire Meltzer, Director of Development, Westminster Ingleside Foundation
Claire is a philanthropy professional dedicated to driving meaningful impact through collaborative initiatives. With experience at The American Heart Association and MedStar Montgomery Medical Center, Claire leverages her expertise in program development and donor engagement to catalyze transformative projects that enhance organizational programming, donor experiences, and staff engagement.
Kate Kavitski, Director of Development, Westminster Ingleside Foundation
Kate has spent 15 years serving senior living communities, bringing creativity, strategy, and heart to every role. As Director of Development, she advances giving, donor recognition, and events, championing innovation, endowment growth, and forward-thinking initiatives that enrich life and strengthen the Ingleside community. Kate played a key role in developing and opening a Center for Healthy Living and Memory Support-Assisted Living, combining vision with operational expertise.
Claire Meltzer, Director of Development, Westminster Ingleside Foundation
Claire is a philanthropy professional dedicated to driving meaningful impact through collaborative initiatives. With experience at The American Heart Association and MedStar Montgomery Medical Center, Claire leverages her expertise in program development and donor engagement to catalyze transformative projects that enhance organizational programming, donor experiences, and staff engagement.
Kate Kavitski, Director of Development, Westminster Ingleside Foundation
Kate has spent 15 years serving senior living communities, bringing creativity, strategy, and heart to every role. As Director of Development, she advances giving, donor recognition, and events, championing innovation, endowment growth, and forward-thinking initiatives that enrich life and strengthen the Ingleside community. Kate played a key role in developing and opening a Center for Healthy Living and Memory Support-Assisted Living, combining vision with operational expertise.
Keynote: Do more with what you already have: using CRM messaging frameworks and AI to multiply capacity"
Most faith-based senior living fundraisers aren’t short on passion — they’re short on time. This hands-on workshop shows participants how to use the tools they already have more effectively. We’ll map their CRM into a simple “memory system,” clean up their donor segments, and practice live exercises: writing AI-assisted thank-you notes, generating adult-child donor messages, drafting church/community partner updates, and summarizing key interactions. Everything taught will be ethical, mission-appropriate, and relationship-safe.
Cherian Koshy, Vice President, Kindsight. PAHSA 2026 Consultant in Residence.
Read Cherian's bio here.
Cherian Koshy, Vice President, Kindsight. PAHSA 2026 Consultant in Residence.
Read Cherian's bio here.
Leaving a Lasting Legacy with Estate Planning and Other Planned Gifts
This session explores how thoughtful estate planning and other planned gifts can help individuals leave a meaningful, lasting legacy. Participants will gain a clear understanding of common planned giving tools and how these strategies align personal values with long-term impact for the people and causes they care about most.
Stefanie Marsden, Relationship Manager, Texas Presbyterian Foundation (TPF)
Stefanie is an expert relationship grower, legacy planning guru, and generosity advocate. In her role, Stefanie is responsible for working closely with TPF partners to grow relationships, as well as their TPF assets. She also identifies and cultivates new partners who TPF can assist in the expansion of their mission efforts. With more than 20 years of business and development experience, Stefanie leverages her business acumen with her passion for church and non-profit ministries.
Stefanie Marsden, Relationship Manager, Texas Presbyterian Foundation (TPF)
Stefanie is an expert relationship grower, legacy planning guru, and generosity advocate. In her role, Stefanie is responsible for working closely with TPF partners to grow relationships, as well as their TPF assets. She also identifies and cultivates new partners who TPF can assist in the expansion of their mission efforts. With more than 20 years of business and development experience, Stefanie leverages her business acumen with her passion for church and non-profit ministries.
Deep dive: the donor journey
A facilitated group engagement session to give fundraising profes-sionals a hands-on, collaborative experience to understand donor motivations, behaviors, and emotional touchpoints. Participants can share and gain deeper insight into how to build meaningful, relation-ship-centered fundraising strategies.
All attendees
All attendees
Keynote: Fundraising is a team sport: building high-performing fundraising cultures in senior living communities
In faith-based senior living, fundraising thrives when development teams collaborate seamlessly with marketing, operations, pastoral care, and leadership. This interactive session demonstrates how high-performing nonprofit fundraising teams work across sectors and how to apply those models in senior living. Participants will map internal relationships, clarify roles, identify friction points, and leave with practical tools to boost collaboration, accountability, and momentum without adding staff.
Cherian Koshy, Vice President, Kindsight. PAHSA 2026 Consultant in Residence.
Read Cherian's bio here.
Cherian Koshy, Vice President, Kindsight. PAHSA 2026 Consultant in Residence.
Read Cherian's bio here.
Deep dive: mission-forward takeaways
As The Summit wraps up, attendees will have an opportunity to re-flect on key insights from the conference and translate them into ac-tion for their organization. This session will help identify the idea with the greatest potential impact and define one concrete step that can be taken in the next 30 days to move your mission forward.
All attendees
All attendees
