Presenter: Anne Morgan and Valerie Sherman

Webinar Description: Every job description in fundraising starts out: Must Be A Self-Starter. Self-starting doesn’t have to be a talent; it is a skill that can be learned and developed. Gift planners often have multiple responsibilities of managing their own portfolios of prospective donors, coaching others and adding marketing planned gifts into the mix. Creating flexible structure to our work helps build success and avoid burnout. Creating a framework for others allows us to amplify our own work at our organization. The presenters will share tools, tips and systems that will help any gift planner, new or seasoned, create order out of chaos.

Speaker Bio: 

Anne Morgan is Executive Director of Advancement, Gift Planning, for the University of Missouri. She has over 20 years of advancement experience representing organizations in higher education, social services, and arts and culture, as well as both secular and religion-affiliated organizations, including The Field Museum, Northern Arizona University, Saint Mary’s College in Notre Dame, Indiana. A native of Indiana and a graduate of Purdue University, Anne earned her JD from Valparaiso University School of Law and her LLM in tax law from Washington University – St. Louis. She is a member of the Mid-America and Chicago chapters of the NACGP, and serves on the board of the Chicago Council on Planned Giving.

Valerie Sherman is the Director of Leadership and Planned Giving at Colby College. She previously led the gift planning program at Saint Mary’s College and served on the gift planning team at Northwestern University. Valerie is a first-generation college graduate, attending Illinois State University and DePaul University College of Law. She is a member and the treasurer of the Chicago Council on Planned Giving, and also a member of the Planned Giving Group of New England and the Maine Planned Giving Council.

Pricing for individuals: $35 for members (log in to see member pricing); $79 for non-members Not yet a member? Join today and access member discounts.

Pricing for groups: $149 for councils; $209 for organizations The group host will receive one Zoom access link. [Group webinar FAQs]