Heirs’ Property & Philanthropy: A Guide for Charitable Gift Planners with Aquanetta Betts, Jennifer Norton, and Tiffanie Purvis
June 11 AT 2 P.M. ET
This interactive session explores the critical intersection between heirs' property issues and philanthropic opportunities, equipping charitable gift planners with knowledge to address one of the most significant yet overlooked barriers to intergenerational wealth building in American communities.
MEET THE PRESENTERS:
Aquanetta Betts:
Aquanetta Betts joined George Mason University in September 2022, where she is the Director of Planned Giving. Prior to joining George Mason University, she served for nearly five years as the Senior Executive Director of Planned Giving for World Vision (eastern region of the U.S.).
Before her planned giving roles within organizations, Aquanetta worked for 11 years as an estate planning attorney, helping clients by drafting planned giving and estate agreements that reflected their charitable intent. Her practice was focused on wills, trusts, and estates. She is a licensed attorney in the District of Columbia and Maryland.
Aquanetta has served as a pro bono attorney for several nonprofit organizations in the Baltimore, Maryland, area. She has held leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section, Baltimore Estate Planning Council, Chesapeake Planned Giving Council, and is currently on the board of the National Association of Charitable Gift Planners.
Aquanetta holds designations as a Chartered Advisor in Philanthropy®, an Accredited Estate Planner®, and a Certified Fund Raising Executive. She earned her Juris Doctorate from Nova Southeastern University’s Shepard Broad College of Law, and her Bachelor of Arts in English from Florida International University. Aquanetta’s interests include book clubs, traveling, and mentoring young professionals.
Jennifer Norton:
Jennifer Norton is a passionate, outgoing, dedicated, caring, God-fearing woman who LOVES estate planning.
Graduating from Indiana University-Bloomington with a degree in Finance, and from Maurer School of Law in 2008, Jennifer has focused her practice exclusively on estate planning since 2013.
She provides comprehensive services including Wills, Trusts, Powers of Attorney (Health & Financial), Living Wills, Guardianship/Conservatorship assistance, Probate Administration, and strategic Medicaid Qualification.
Jennifer is a member of the National Network of Estate Planning Attorneys and serves as the Vice President of the Trust & Estates Section of the National Bar Association.
Tiffanie Purvis:
Tiffanie Purvis joined the Greater Washington Community Foundation in January 2023 as its General Counsel and Senior Philanthropic Advisor. In this role, she handles general legal matters for The Community Foundation and works with professional advisors and donors to craft and achieve philanthropic solutions and strategies. She educates professionals on charitable giving with a specialization in gift-planning strategies. She manages The Community Foundation's Legacy Giving and Nonprofit Endowment Programs. She oversees The Community Foundation's Professional Advisors Council and Estate Planning Journal Club.
Before joining The Community Foundation, Tiffanie held positions as Planned Giving Officer for the Southern Poverty Law Center, Assistant Director of Gift Planning, and Director of Gift Planning at the University of Maryland, College Park. As a front-line fundraiser with several years of experience, Tiffanie has raised millions for her perspective organizations by leveraging blended gift strategies and working collaboratively with advisors and donors.
In 2017, Tiffanie won the inaugural Rising Star Award in charitable gift planning from the National Association of Charitable Gift Planners, where she is also a member and serves on the Government Relations Committee. She is a National Capital Gift Planning Council (NCGPC) member serving the Greater Washington, D.C. region. She serves on the NCGPC Board as Ethics Committee Chair and program committee member.
Prior to her career in fundraising, Tiffanie was a solo practitioner in the field of Estate Planning and Landlord-Tenant law in Georgia. She is licensed in Georgia and Washington, D.C. She received her bachelor's degree from North Carolina A&T State University and her Law Degree from Thurgood Marshall School of Law, Texas Southern University, where she graduated with honors from both institutions. In May 2023, she graduated Summa Cum Laude from the University of Maryland College Park with a Master's Degree in Public Management with a specialization in Nonprofit Management and Leadership.
Tiffanie is a Maryland resident and a member of Alpha Kappa Alpha Sorority, Inc. She enjoys traveling to new and interesting places with her family and friends in her free time. Let her know if you know of a new adventure she should experience.