Title: How We Do It: Increasing Gifts of Noncash Assets

Presenters: Elizabeth Ayers, Jackie W. Franey, Lynn Malzone Ierardi, Tia Graham

Date: December 15, 2020

Time: 1:00 - 2:00 p.m. EST

Research from Russell James shows that when organizations accept gifts of noncash assets, their total fundraising revenue increases dramatically. What does it take to add complex assets to the menu of options your donors have to support your cause? Gift planners from organizations that have successfully increased noncash fundraising share their experience and advice for raising donor awareness and shifting internal culture to embrace noncash gifts.

Our panelists will discuss

  • How to build the case for increasing annual, blended and planned gifts funded with noncash assets.
  • How to get fundraisers ready for discussions about noncash gifts.
  • How to help donors think beyond cash and understand their potential to make transformational gifts.

Elizabeth Ayers

executive director of gift planning, The university of north carolina at chapel hill  

Elizabeth Ayers is the Executive Director of Gift Planning at The University of North Carolina at Chapel Hill. She served on the Board of National Association of Charitable Gift Planners from 2015 through 2017 and was the Conference Chair for NCPP 2017 in Baltimore. An enthusiastic advocate for gift planning metrics and standards, she has served on the national task force for gift planning metrics. She is also a member of the North Carolina Planned Giving Council and served on its Board from 2013 through 2016. She has practiced law in the areas of estate and charitable planning and civil litigation. She holds a JD from Capital University, MM from Ohio University, and a BM from Wittenberg University.

Jackie W. Franey

director of gift planning fundraising, the nature conservancy 

Jackie W. Franey is the Director of Gift Planning Fundraising at The Nature Conservancy, where she is directly responsible for the management and leadership of an experienced fundraising. Prior to joining TNC, she worked at the DMA, BNYMellon Wealth Management, Communities Foundation of Texas and Children’s Medical Center  and the American Heart Association – National Center. She is a graduate of LeTourneau University and has 25 years of experience in planned giving. She is a Certified Planned Giving Specialist and served on the editorial advisory board of Planned Giving Today. She has previously served on the national board for the National Association of Charitable Gift Planners, along with serving on the Steering Committee for the CGP Leadership Institute. She is a Chartered Advisor in Philanthropy (CAP), and she  completed the Certificate Program in Financial Planning at SMU. 

Lynn Malzone Ierardi, JD

director of gift planning, university of pennsylvania 

Lynn Malzone Ierardi, JD has been in the estate and gift planning field for more than 30 years. She is a leader in the charitable planning community and recently completed a term as 2019 Board Chair of the National Association of Charitable Gift Planners. She’s a member of CGP's Leadership Institute and has served as a leader for the local CGP Councils in New Jersey and Greater Philadelphia for more than two decades. Lynn’s recently published book, Storytelling: The Secret Sauce of Fundraising Success, includes a foreword written by esteemed colleague Professor Russell James. Lynn has served as Director of Gift Planning for the University of Pennsylvania since 2005 and as an independent gift planning consultant (GiftPlanningAdvisor.com) since 2002. Her experience includes gift planning positions in health and higher education, as Vice President with the Merrill Lynch Center for Philanthropy, and the practice of estate planning and real estate law. Lynn is a graduate of Lycoming College and Fordham University School of Law.

Tia Graham

Senior director of gift planning, PBS foundation 

Tia Graham is Senior Director of Gift Planning for the PBS Foundation. She has worked in the field of philanthropy for nearly two decades. Over this time, she’s had the pleasure of helping a diverse group of donors fulfill their passions for public media, higher-education, community philanthropy and medical research. Prior to entering the nonprofit arena, Tia worked as a financial reporting accountant and estate planning attorney. In these roles, she gained insights into the personal giving decisions made by people from varied socioeconomic and cultural backgrounds. Tia lives in Jersey City, New Jersey with her family. She holds a law degree from the University of Tulsa College of Law and a BS in Accounting and Finance from Northeastern State University. Tia is a member of the National Association of Charitable Gift Planners, American Bar Association, National Bar Association and Oklahoma BGrahamar Association.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.



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