April Meeting to feature Lynn Malzone Ierardi
Join the Charitable Gift Planners of Nebraska for our next meeting on Friday, April 2, 2021. This virtual presentation will by delivered by Lynn Malzone Ierardi and is titled, "Planned Giving in a Campaign."
The University of Pennsylvania completed its Making History campaign in 2012 with gifts of more than 4.3 billion dollars, surpassing the original 3.5 billion dollar goal more than a year early. This is remarkable when you consider that the campaign launched in 2007 and continued unabated through the recession. Penn recently launched its newest campaign - The Power of Penn with a goal of 4.3 billion dollars focused on Inclusion, Innovation and Impact. In this session, we will focus on the role of gift planning in a campaign – highlighting the issues and strategies for effectively incorporating gift planning into your campaign and more broadly into your development program. As we consider the ever growing size and frequency of campaigns, the case for gift planning has never been stronger. Campaigns increasingly require greater strategic planning, fiscal integrity, and performance metrics. We'll talk about what has worked for Penn - and what might work for you.
The meeting will be an online format via a web conference/zoom link. The meeting will begin at 9:30am.
The link to access the April meeting will be emailed to participants who have RSVP'd to the meeting, as we get closer to the date. The $10 (member) or $25 (non-member) meeting fee is due upon registration.
Lynn Malzone Ierardi, J.D. has been in the estate and gift planning field for more than 30 years. She is the author of Storytelling: The Secret Sauce of Fundraising Success published by Charity Channel Press. Lynn has served as Director of Gift Planning for the University of Pennsylvania (Penn) since 2005 and 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 the immediate past-Chair of the national board of the National Association of Charitable Gift Planners (CGP). She served as Treasurer in 2017, and is also a member of the CGP Leadership Institute. She has been a member of CGP since 1993. She is a past board member and past President of the New Jersey Council of Charitable Gift Planners and a current board member of the Planned Giving Council of Greater Philadelphia (PGCGP). As a dynamic and highly rated speaker, Lynn has presented at conferences and meetings throughout the country on a variety of gift planning topics. She is a graduate of Lycoming College and Fordham University School of Law, and is a Proud Penn Parent - times two!