Getting Oriented

What a Great Hat! Is that a new gift planning hat?

Lynn Ierardi

THURSDAY, OCTOBER 18, 10:00 – 11:00 A.M.

Foundational

Is gift planning a new hat for you? Are you a fundraiser that wears several hats (annual gifts, major gifts, events, gift planning…)? Or are you a seasoned fundraiser or affiliated professional shifting hats (strategies) to respond to changing demographics, economic trends, institutional priorities, or new tax laws? This session will consider the impact of those changes on your gift planning efforts. We will explore how to best wear the gift planning hat when it’s new to you or it's not the only one you wear,  including a review of how to start a planned giving program and how to integrate (and perhaps juggle!) a program with your existing development and marketing strategies. We will also discuss ways to encourage collaboration with MGOs, DODs, CEOs, board members and volunteers as we "pass the hat" together for our charitable missions. You will leave the session with easy to implement ideas and action items. And...you will look great in that Gift Planning Hat!

Learning Objectives

  1. Understand why the gift planning hat is so important.
  2. Develop a comfort level with wearing the hat; understand what you really need to know.
  3. Build the skills to integrate the gift planning hat with the many other hats your wear.

 

CFRE: Approved for 1 point  

CAP: Approved for 1 hour CE Credit

 < Back to Breakout Schedule

 

Lynn Ierardi

DIRECTOR OF GIFT PLANNING, THE UNIVERSITY OF PENNSYLVANIA

Lynn Malzone Ierardi, J.D. has been in the estate and gift planning field for more than 25 years. She has served as Director of Gift Planning for the University of Pennsylvania (PENN) since 2005 and on a limited basis as an independent gift planning consultant. Her tenure at Penn has included the "Making History" Campaign which raised $4.3 million, and Penn's newest campaign just launched in April of this year. Prior to joining Penn, she held gift planning positions in health and higher education, served as Vice President with the Merrill Lynch Center for Philanthropy and practiced estate planning and real estate law.

Lynn has been a member of the National Association of Charitable Gift Planners (CGP) since 1993. She is currently a national board member and Chair Elect of CGP, and a member of the CGP Leadership Institute. She has served as board member and President of the Gift Planning Council of New Jersey and is a current board member of the Planned Giving Council of Greater Philadelphia. As a dynamic and highly rated speaker, she has presented at conferences and meetings throughout the country on a variety of gift planning topics including Gift Planning in a Campaign, Gifts of Real Estate, Gifts of Retirement Assets, Face to Face Visits, Gift Planning Basics,and Estate Planning for your Pet.