CGP Conference 2023 Takeaways: Stewardship

Posted by askirvin on Jan 18, 2024 01:06:42 PM

By: Barbara Yeager

This year’s CGP Conference included sessions to support almost all 16 National Standards for Gift Planning Success, including Standard 14, which specifies that best-practice gift planning programs have “a robust, well-executed stewardship plan across all lines of fundraising focused on engaging donors in a meaningful way, building long-term donor relationships and maintaining a high donor retention rate.”

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Topics: CGP Conference

Member Spotlight: Lauren Elliott

Posted by askirvin on Jan 11, 2024 03:14:14 PM

Meet Lauren Elliott! Lauren is the Director of Planned Giving at Georgia State University in Atlanta, Georgia. Lauren has always found herself intrigued by mortality, so her cocktail conversations often revolve around death, DNR's and living wills (you know- the fun stuff!). As an old soul and cancer survivor, she's not one to shy away from life's most challenging conversations.

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Topics: Member Spotlight

Member Spotlight: Dien Yuen

Posted by askirvin on Dec 11, 2023 04:29:54 PM

Meet Dien Yuen! Dien is the CEO and co-founder of Daylight Advisors. She is also the founder of the Center for Philanthropy and Social Impact at The American College of Financial Services. Dien created the Advisors of Color CAP® Study Group, a support group for BIPOC advisors seeking their designations. She also designed the Purpose School, an immersive and interactive learning experience that helps leaders explore the intersection of purpose and social impact. 

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Topics: Member Spotlight

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