Title: P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts

Presenters: Karen L. Piel and Delinda Rood 

Webinar Description: Some of the best days for a gift planner are those when you receive a phone call or email “out of the blue.” A visitor to your website completes a request for a gift annuity illustration. A long-time annual donor calls to ask for your stock transfer instructions. An advisor sends an inquiry about your policy on accepting real estate gifts. You respond to the query, then wait for a response (or a gift) and are met with silence. The promising lead became a dead end, and you have no idea why. What could you have done differently? In this session we will learn a five-step response to emails, calls, and website inquiries that turns them into planned gifts.

Speaker Bios: 

Karen L. Piel is Assistant Director of Gift Planning at Mayo Clinic. In this role, she helps individuals achieve their philanthropic goals by identifying strategic, creative and tax-advantaged gift solutions. Karen began her career as an estate planning attorney in private practice. In 2006, she transitioned to a career in charitable gift planning, working with Marshfield Clinic Health System Foundation in Marshfield, Wisconsin, before joining Mayo Clinic in 2022. She was a faculty member for the AHP Madison Institute Planned Giving track for 10 years, serving as track dean in 2022. Karen has also presented on charitable topics to her local estate planning council as well as donor audiences.

Delinda Rood is Assistant Director of Gift Planning at Mayo Clinic. In this role, she assists individuals to achieve their philanthropic goals by identifying strategic, creative and tax-advantaged gift solutions. She offers gift expertise in such areas as bequests, beneficiary designations, charitable gift annuities, charitable remainder trusts, donor advised funds, charitable IRA rollovers and gifting real estate. Delinda has worked as a professional fundraiser for 30 years, with a majority spent in higher education. For much of her career she worked in Division I athletics fundraising. Where she orchestrated several capital campaigns and raised funds for endowed scholarships at various institutions, including North Dakota State University; University of Nebraska–Lincoln, Northwestern University and the University of Minnesota–Twin Cities. Prior to joining Mayo Clinic, Delinda worked as a charitable gift planner at Thrivent Charitable working closely with financial advisors and their clients to achieve their philanthropic goals through DAFs and various planned giving vehicles.

Pricing for individuals: $35 for members (log in to see member pricing); $79 for non-members Not yet a member? Join today and access member discounts.

Pricing for groups: $149 for councils; $209 for organizations The group host will receive one Zoom access link. [Group webinar FAQs]