Title: How We Do It: Structuring Collaboration Among Fundraising Programs

Presenters: 

Date: August 25, 2020

Time: 1:00 - 2:00 p.m. EST

The best possible outcomes for donors and organizations happen when fundraising colleagues collaborate instead of competing. That collaboration requires an infrastructure of policies and metrics, a steady program of training and a focus on shared goals. Even a small organization can have a siloed development program, when efforts are focused on current gifts rather than the gifts donors want or need to make. In this webinar, we’ll learn how organizations have broken down the siloes and encouraged development officers to work together.

Our panelists will discuss

  • How to set goals for collaboration and recognize progress toward those goals
  • How to deliver effective gift planning training to fundraisers accustomed to focusing on current gifts
  • How to make sure gift acceptance and counting policies encourage blended gifts

Kent Weimer

Director of trusts, estates and gift planning, parkland foundation  

Kent Weimer is Director of Trusts, Estates & Gift Planning at Parkland Foundation in Dallas, TX, where he works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. His extensive expertise in institutional advancement comes from 40 years of experience in community-based health care, higher education, cultural institutions, international healthcare, youth development and social service organizations. Kent has been actively involved in CGP for 17 years including leadership roles at the Chicago Council of Planned Giving and the Dallas Council of CGP, where he is a past president. He is currently chair of the national CGP Board of Directors.

Nayi Nunez

Diversity giving officer, parkland foundation  

Dallas, TX

Amanda Hopkins

Senior Director of gift planning, university of colorado boulder  

Amanda Hopkins is Senior Director of Gift Planning at the University of Colorado Boulder, where she assists donors who wish to support the University through estate planning, gifts of assets and other types of structured gifts. Amanda collaborates with development officers throughout the University of Colorado Boulder to create planned giving strategies for donors. She also works with financial planners, estate planning attorneys and other advisors to increase awareness of the extensive opportunities offered by the University of Colorado Foundation, so that they can guide their clients in developing effective charitable planning strategies. Previously, Amanda was Assistant Vice President of Development at Rollins College, and she practiced law in Orlando, Florida. She has a JD from the University of Florida Frederic G. Levin College of Law and a BA from Rollins College.

Carolyn Gleason

Senior Director of development, leeds school of business, university of colorado boulder  

Carolyn Gleason is Senior Director of Development at the University of Colorado Boulder's Leeds School of Business. She is dedicated to working with individuals and families to find meaningful impact for their philanthropy. Since joining the Leeds advancement team in 2019, she has worn many hats including leading annual giving, serving as a regional development officer and now overseeing the major gifts team. Prior to joining Leeds, she worked at Simmons College in Boston, MA, in the donor relations and communications office. Carolyn received her Master's in Higher Education Administration and bachelor's degree from Boston College. 

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.

 

 

$50.00
Purchase Type: 
Individual