September 7, 2017 Stewarding Planned Gift Donors: Opportunities and Challenges

September 7, 2017 @ 11:30 am – 1:00 pm
The Willows on Westfield
6729 Westfield Blvd
IN 46220
Member: $30.00 Guest: $45.00 Season Pass: $180.00
Sara Nash

Each new gift commitment begins a long-term process of stewardship to retain and cultivate our most loyal supporters. At this meeting, you’ll learn how central Indiana’s top organizations deploy staff and resources to stay in touch with planned gift donors and build relationships that often lead to enhanced giving. Fundraisers will take away ideas to enhance their own stewardship plans and address their challenges. Advisors will gain insight into the response their clients can expect when they notify a charity that they’ve made a planned gift. Watch the CGPI members online discussion forum for polls to help the panelists understand how our members are involved in stewardship activities.

Speakers: Brian D. Yeley, Abbe Ernstes, Beatrice Cork and Megan Madia

Brian D. Yeley is the Associate Vice President of Gift Planning Services at the Indiana University Foundation in Bloomington, Indiana, where he manages IUF’s staff of attorneys responsible for providing gift planning support to donors and fundraising professionals across Indiana University’s eight campuses. Brian serves on the Board of the Community Foundation of Bloomington and Monroe County and is a Past President of the Hoosier Hills Estate Planning Council. Prior to joining IUF in 2005, Brian was an attorney specializing in tax and estate planning as well as nonprofit administration. He is a graduate of the Indiana University Kelley School of Business and the Indiana University Maurer School of Law.

Abbe Ernstes is a 15 year fundraising professional. She has served in many roles including annual giving, major gifts and planned giving. She has spent time at Hanover College and DePauw University. She now serves as Director of Major and Planned Gifts for Cathedral High School. Abbe has also served on the board of directors for Girls Inc. of Jefferson County, the Madison Area Chamber of Commerce and the Madison Future: Young Professional Network. She has a psychology degree from Albion College and a Master’s in Public Relations from Ball State University.

Beatrice Cork is Director of Estate and Gift Planning for the American Cancer Society. Previously, she served as a gift planning officer for American Red Cross, and also worked in major and planned gift fundraising for the YMCA of Greater Indianapolis, Butler University and IUPUI. Beatrice serves on the board of Charitable Gift Planners of Indiana and is the Vice President of the endowment board of Storytelling Arts of Indiana. She is also a member of the Community Advisory Board for “Comparing Interventions to Increase Colorectal Cancer Screening in Low-Income and Minority Patients”, a PCORI contract of Indiana University. Beatrice has a Bachelor’s Degree from Indiana University and a Master’s in Rehabilitation with a concentration in gerontology from Western Michigan University

Megan Madia is the Manager of Donor Relations at Riley Children’s Foundation. She has been with Riley for over three years, after working in higher education at both Purdue University and Butler University. Megan serves as co-chair of the stewardship cohort for Woodmark, an organization dedicated to development in children’s hospitals. Megan has a degree in pre-physical therapy from Purdue University.

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