Title: Documenting Gift Agreements: Getting Everybody on the Same Page 

Presenters: Lauren Gersch

Date: June 28, 2022

Time: 1:00 to 2:00 p.m. EST

“Binding pledge agreement”--three words that can strike fear into the heart of even the most experienced fundraiser. But why? Signing the final documents to close a gift should be the easiest and most fulfilling part of the process, not the most challenging. From donor advised funds and multi-year payments to unclear roles and responsibilities, we tackled it all. Learn how the Fred Hutchinson Cancer Research Center took the siloed individuals working on gift agreements, fund codes and recognition and transformed them into a more cohesive, confident and effective team. Everyone from the Office of General Counsel, to the Finance Department, to the fundraisers work on the same page, ensuring donors have a seamless experience.

Attendee Comments

  • The content was great and the speaker clear.
  • This was a very content-rich session that I will watch again.
  • Now that I have been successful in my push for a planned giving approach we have not figured out what to do with them so I know this is going to be useful!

Lauren Gersch

planned giving manager, fred hutchinson cancer research center

Lauren M. Gersch, JD, currently works at Fred Hutchinson Cancer Research Center as the Planned Giving Manager. In this role, she manages Fred Hutch’s open estates and trusts, and life income gift program. She also generates proposals and essential planned gift documents for prospects, benefactors and allied professionals. Prior to Fred Hutch, Lauren managed a small community foundation. After more than fifteen years in nonprofit work, Lauren can say one thing with certainty – planned gifts make the best stories!

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


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Tuesday, June 28, 2022 - 13:00