July 25, 2024 - Webinar Meeting
P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts
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. Location:
Via ZOOM Fees: PGFGS Member: $15 Non Member: $20 Recording will not be shared. |
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. |
Past Programs
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2024 Programs
2023 Programs
2022 Programs
2021 Programs
Note: members can log in to access these and more past program materials. Need help logging in? Contact [email protected].
2024 Programs
- April 4 (webinar): Weaving Planned Giving Into Your Donor Conversations with Melanie J. Norton Senior Philanthropic Advisor, US Bank,
- February: Gift Acceptance Policies: A Call to Action! with Michael Davis, Senior Philanthropic Advisor, U.S. Bank
2023 Programs
- December: Annual Meeting and Holiday Mixer
- October: Negotiating for Success 2.0 with Michael T. Colatrella, Jr., McGeorge School of Law
- September (Webinar): Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color with Hali Lee, Radiant Strategies
- August: Empowering Non-Profits: Creative Strategies for Prospect Research and Planned Giving with Brian Casey, Carrick Davis, and Becky Cuneo, UC Davis
- June: Creating Donor Momentum with Sequential Marketing for Planned Gifts and Major Gifts of Assets with Andy Ragone, CGPP and Kimberly Jetton, Pleiades Nonprofit Advisors
- May: 10 Warning Signs of Alzheimer's with Alexandra Castillo-Weisgerber, LCSW, Alzheimer's Association, Northern California & Northern Nevada Chapter
- March: Demystifying Estate Planning - Exploring the Myths and Realities of Proper Planning with Rebecca A. Gardner, HMS Law Group LLP
- February: Knives out! What You Need to Know About Trust and Estate Disputes with Jeff Galvin and Jake Smite, Downey Brand LLP
2022 Programs
- November: Annual Member Meeting with Michael T. Colatrella, Jr., McGeorge School of Law
- October: Making a Mark: How Donors Can Use Their Replacement Plans to Create a Charitable Legacy with Monika Reyes
- September: Planned Giving 101 Workshop with Craig Wruck
- August: Friends for Life: Stewarding Planned Gifts with Lisa M. Chmiola, M.S., CFRE (*)
- April: The Top Three Ways to Use Life Insurance in Charitable Planning with Paul M. Caspersen, CFP, MS, AEP (*)
- March: Doing DAFs Right & Why You Should be Leveraging DAFs to Achieve Long-Term Fundraising Success with David Russo, Senior Director of Planned Giving and Corporate Relations, Catholic Charities of Santa Clara County and Lisa Barr, Regional Director at National Philanthropic Trust (*)
- February: Family Foundations: The Next Generation with Vivian Long, Executive Director, Long Family Foundation (*)
2021 Programs
- November: CFRE, CSPG, CAP Fundraising Certifications: What's the Difference and What's Right for Me? A panel discussion
- October: Inside the Mind of the Planned Giving Donor: What Neuroimaging and Experimental Research Reveal About Donor Motivations
- September: Incorporating Planned Giving in your Year-end Giving Program
- August: The Future for Social Justice and Philanthropy
- June: Strengthening Your Virtual Ask
- May: Utilizing Transitions and Building Donor Understanding
- April: Qualification Essentials and the Use of Probing Questions
- March: Understanding Trends and Building Confidence
Note: members can log in to access these and more past program materials. Need help logging in? Contact [email protected].