Title: Setting the Table for Effective Planned Giving Asks

Presenter: Anne Morgan, Margaret Cline

Date: December 12, 2023

Time: 1 p.m. ET
Registration closes 24 hours before each event.

Cost: $35 for members; $70 for non-members
Not a member? Join today and receive member pricing.

Webinar Description: Many believe that successful fundraising outcomes depend on a wealthy prospect base, charisma, or just plain luck, but in reality the key to fundraising success lies in the preparation leading up to a transformational ask. This session focuses on how planned giving officers can set the table for successful planned giving asks by first looking inside themselves to focus their discipline in their work, then taking the necessary steps to prepare for a donor visit. With reference to the National Standards of Gift Planning Success, we will focus on integrating gift planning into the donor experience, embracing discipline and accountability for data management and providing ethical and timely information to maximize the donor’s charitable impact and personal benefit.

Speaker Bios: Anne Morgan has over 20 years of advancement experience in addition to her work as an attorney. Currently serving as the Senior Director of Advancement for Planned Giving at the University of Missouri, she also practiced law with McCarter and Greenley, LLC, and Miller Law Group, St. Louis, MO. Her planned giving expertise has served organizations as diverse as Northern Arizona University, Saint Mary’s College in Notre Dame, Indiana, The Salvation Army, Health First Foundation - Northern Arizona and The Field Museum of Natural History. 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 currently serves as the Vice President of the Chicago Council on Planned Giving and is a member of the Mid-America Charitable Gift Planners. She has presented nationally and locally on fundraising, planned giving, estate planning and tax law. Anne's hobbies include long distance hiking, travel, animals of all kinds, podcasts and a mild obsession with baking.

Margaret A. (Meg) Cline serves as the Vice President for Gift Planning and Trust Services at the University of Illinois Foundation, where she is responsible for the team of professional staff that oversee all aspects of gift planning, deferred gift administration and all gift documentation for the University of Illinois System and its three universities. Prior to assuming this role in February 2015, Meg served for five years as the Associate Dean for Advancement for the College of Agricultural, Consumer and Environmental Sciences (ACES) at the University of Illinois at Urbana-Champaign. She started her fundraising career at the University of Missouri-Columbia. Prior to this time, she worked in the fee-only financial planning industry as a financial advisor. Meg received a Bachelor of Science degree and MBA from the University of Illinois Urbana-Champaign. She holds the Certified Financial Planner® designation and the Chartered Financial Analyst designation. Meg is a member of many professional associations including the Chartered Financial Analyst Institute, current President for the Chicago Council on Planned Giving, the National Association of Charitable Gift Planners, the Eastern Illinois Estate Planning Council where she has served as President and a board member; Regent of The Lincoln Academy of Illinois; and P.E.O. where she has served on several state committees. She is past president of the Illinois 4-H House Alumni Association.

Standard: NSGPS 10