Gifts That Went Wrong
Presented by Patience Boudreaux and Amanda Kiernan Martin
We all have that moment in our careers when a gift that seemed to be going well suddenly goes wrong, or a completed gift is now clearly in trouble. We are trained to establish a gift properly; we don't have as much experience reacting when things start to go awry. This session will examine examples of real gifts that went wrong. We'll look at fact patterns that raise red flags, and learn to communicate with donors about mistakes and challenges in ways that build confidence and trust. We'll also cover how to build gift policies and procedures that help vet gifts and donors to avoid problems as much as possible. In a profession where we’re often expected to be experts in a lot of things (real estate! stock! taxes! art! jewelry! stamps?), it's critical to navigate the complexity and figure out a path forward, even when that path requires some back-tracking.
Meet Patience Boudreaux:
Patience Boudreaux is Philanthropy Executive of Adventist Health Rideout Foundation in Marysville, CA, which serves the residents of Sutter and Yuba Counties. She leads their ambitious campaign to bring new technological advancements and renovations to the hospital to better serve the community. Her background is in planned giving with a focus on gifts of complex assets and bequests, as well as major and annual giving. She earned her BA at Johns Hopkins University and MBA at the Drucker School of Management at Claremont Graduate University. She has presented nationally on topics related to charitable gift planning and was honored to receive the Distinguished Service Award from the Southern California Council of Charitable Gift Planners in 2022. She currently serves on the board for the National Association of Charitable Gift Planners and the Southern California Council of Charitable Gift Planners.
Meet Amanda Kiernan Martin:
Amanda Kiernan Martin is the Executive Director of Mills-Peninsula Hospital Foundation, which supports Sutter Health Mills-Peninsula Medical Center. Previously, Amanda worked for California Pacific Medical Center in San Francisco, the Episcopal Diocese of California, University of Notre Dame, and United Way. She has worked in nearly every area of fundraising from grant writing to campaign planning to intergenerational wealth transfers. Amanda is President for the Northern California Planned Giving Council, Stewardship Chair for The TENS Network, and on the Emerging Professionals Committee of the National Association of Charitable Gift Planners. She has a BA from the University of Denver and a JD from the University of Notre Dame.