Event Details

Virtual Seminar

November 07, 2017 at 12:00 PM
Mercy Health Foundation

Topic: Gift Planning in a Capital Campaign

The University of Pennsylvania completed its recent “Making History” campaign with gifts of more than 4.3 billion dollars, surpassing the original goal of 3.5 billion dollars more than a year early. In this session, we will focus on the lessons learned about gift planning in a capital campaign - highlighting the issues and strategies for effectively incorporating gift planning into your capital campaign and more broadly into your development program. Attendees will leave with specific ideas and solutions for gift acceptance, counting and recognition, fostering donor participation, and increasing collaboration among development colleagues. We will examine performance metrics and other measurements designed to influence behavior and quantify results (including examples from Penn and Penn Medicine).

Presenter:  Lynn Malzone  Ierardi, PhD

Lynn Malzone Ierardi, JD has been in the estate and gift planning field for more than 25 years.  She has served as Director of Gift Planning for the University of Pennsylvania (Penn) since 2005 and on a limited basis as an independent gift planning consultant (www.GiftPlanningAdvisor.com, founded in 2002).  Prior to joining Penn, she held gift planning positions in health and higher education, served as Vice President with the Merrill Lynch Center for Philanthropy and practiced estate planning and real estate law.  Lynn is a past board member and past President of the Gift Planning Council of New Jersey (GPCNJ) and current board member of the Planned Giving Council of Greater Philadelphia (PGCGP).  She is a member of the Partnership for Philanthropic Planning Leadership Institute and the PPP National Board.  As a dynamic and highly rated speaker, she has presented at conferences and meetings throughout the country on a variety of gift planning topics.  Lynn is a graduate of Fordham University School of Law, and a Proud Penn Parent - times two!

Director of Gift Planning
University of Pennsylvania

Mercy Health Foundation
Room S157
1701 Mercy Health Place
Cincinnati, OH 45237

12:00pm – 1:15pm    

Members - Free
Non Members - $10.00 

The event is SOLD OUT. If you would like to be added to our wait-list, please email us at admin@gcpgc.org.
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