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COVID-19 has impacted us, our donors and our communities. In the midst of this pandemic, can we talk to our donors about gifts that come to our organizations after they die?
Listening to clues from our donors and using gift planning tools, we can plant the seeds that lead to lasting legacy gifts.
Gift planning helps donors to make tax-smart gifts, moving beyond simple gifts of cash, to meet their philanthropic and financial goals. These gifts may be distributed after a donor’s death, or while they are living. Research shows that when donors include organizations in their estate plans, their annual giving also increases.
We will help you move beyond the convoluted planned-giving acronyms (like CRUTs, CGAs and QCDs) and technical jargon that can be barriers to transformational giving.
Join us to learn how we can help our donors to shape their legacies and strengthen our organizations for years to come.
About the Speakers
Dana Gillette is a strong believer in philanthropy’s power to transform our lives and our communities, engaging as a development professional, volunteer and donor. Her expertise includes gift planning, fundraising and strategic communications in educational, environmental and social change organizations. As gift planning officer at Mount Holyoke College she manages the College’s gift planning marketing program and works with alums to create legacy gifts through life income gifts, bequests and complex outright gifts. Her experience includes leadership in environmental and social change organizations. She co-chaired the founding board of Resource Generation and is a Leadership Pioneer Valley alum.
Jenny Papageorge loves working with organizations and donors to create visionary and transformational gifts, and is a staunch believer that everyone can make a meaningful gift. She leads Cooley Dickinson Hospital’s legacy giving efforts as Director of Planned Giving, and was formerly Director of Development at the Community Foundation of Western Massachusetts. She has also held positions at Mount Holyoke College and Historic Deerfield. She’s a graduate of UMass Amherst, and is currently completing her Chartered Advisor in Philanthropy with the American College of Financial Services. A BusinessWest 40 under 40 awardee, she served as President of Women in Philanthropy of Western Massachusetts and is a Leadership Pioneer Valley alum.