Program Administration and Management

Charitable Bequest Administration: A Panel Discussion

Andrew Fussner, Beth Ridout, Meika Slotsema, and Stacy Sulman

Friday, October 19, 10:00 – 11:00 a.m.

Intermediate

Panelists with wide-ranging experience in charitable bequest administration will share their insights and comment on current trends they are seeing on the estate settlement side of gift planning. The majority of the session will be devoted to audience questions and answers on all topics related to bequest administration. Pick up some tips and tricks (and do some networking) so that all of your organization's hard work on gift planning doesn't go to waste on unrealized bequests and other testamentary gifts.

Learning Objectives

  1. Learn about current trends that are being seen in the bequest administration process.
  2. Develop techniques for dealing with common bequest administration issues.
  3. Network with others who may represent charities named as beneficiaries in the same will or trust as your organization.

 

CFRE: Approved for 1 point

CAP: Approved for 1 hour CE Credit

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Andrew Fussner

VICE PRESIDENT OF ESTATE SETTLEMENT, AMERICAN HEART ASSOCIATION

Andrew Fussner currently serves as the national Vice President of Estate Settlement for the American Heart Association and oversees the administration of $75 to $100 million in bequest assets annually for the organization. He is based in St. Petersburg, Florida. Before assuming his current position he served as the Vice President of Planned Giving for the AHA’s Florida Affiliate and as the AHA’s Director of Planned Giving for the west coast of Florida. Prior to joining the AHA, Mr. Fussner was an attorney with the Tampa office of the national law firm of Foley & Lardner. He specialized in estate planning, probate/trust administration and tax law. He holds his law degree from the University of Florida. He also obtained a B.S. in Accounting and a B.A. in Political Science from the University of Florida.

Beth Ridout

DIRECTOR OF ESTATE ADMINISTRATION, THE NATURE CONSERVANCY

Beth Ridout is the Director of Estate Administration for The Nature Conservancy and has been with the organization for 13 years. She was previously a high net worth Trust Officer at Merrill Lynch, where she helped clients plan their philanthropy and saw charitable giving from their perspectives. She has a J.D. from the University of Pittsburgh and a B.S. in accounting. Beth lives in Marin County, California. but her team is located at The Nature Conservancy headquarters in Arlington, Virginia.

Meika Slotsema

ASSISTANT GENERAL COUNSEL AND DIRECTOR, TRUST & ESTATE ADMINISTRATION, ALZHEIMER’S ASSOCIATION

Meika B. Slotsema is the Assistant General Counsel and Director, Trust & Estate Administration at the Alzheimer’s Association. During her seven years with the Alzheimer’s Association, Meika has been in charge of overseeing all of the organization’s planned gift administration nationwide. Meika works closely with major and planned gift officers, donor services, and the finance department for complete gift oversight and financial audit compliance. While at the Alzheimer’s Association, Meika has helped develop a new donor database system (CRM) for estate administration and designed and executed new gift reporting and tracking systems. Meika also oversees all estate litigation matters, reviews contracts and advises on HR and trademark matters, along with other general counsel duties.

Prior to joining the Alzheimer’s Association, Meika spent 6 years in private practice drafting client estate plans, working on estate and trust administration, and estate and commercial litigation cases. Meika received her law degree from Chicago-Kent College of Law IIT and a Bachelor’s degree in Business Marketing from Trinity Christian College.

Stacy Sulman

VICE PRESIDENT, AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE

Stacy B. Sulman, J.D., is the Vice President for Personalized Philanthropy and Legal Affairs for the American Committee for the Weizmann Institute of Science. In that capacity, Stacy oversees bequest and gift annuity administration, planned giving fundraising, outreach, and marketing, loyalty and legacy societies, gift agreements and compliance, government and foundation grants, among other areas in law and planned giving. Previously, Stacy served as Director of Gift Planning for Weizmann, and as Associate Director and General Counsel for the Jewish Community Foundation of MetroWest, New Jersey. Stacy currently teaches planned giving at New York University’s Heyman School for Philanthropy and Fundraising. She serves as Vice President of the Philanthropic Planning Group of Greater New York. Stacy received her JD from the University of Arizona College of Law and her Bachelors Degree from Bryn Mawr College.