Jay Steenhuysen

 

Over the past 25 years, the role of the gift planner has covered a tremendous arc: the isolated technician rose to become a key player, then retreated (according to some observers) as planned and major gift programs “fused.” While gift planning is currently practiced by more individuals than at any time before, there are increasingly fewer full-time gift planner positions. During this session, we will extrapolate the trend and consider its implications for gift planners, all fundraisers, and the charitable organizations they serve. We will also trace the arc of for-profit gift planners. By the conclusion of this session, you will hear of new frontiers for gift planning. You will also understand what today’s practitioners must do to remain relevant and be successful, now and in the future.

 

CFRE: Approved for 1 point

CAP: Approved for 1 PACE credit