6729 Westfield Blvd
Indianapolis, IN 46220
“Gift Planning in a Campaign” presented by Lynn Ierardi, Director of Gift Planning, Penn
The University of Pennsylvania (Penn) completed its most recent campaign with gifts of more than 4.3 billion dollars, surpassing the goal of 3.5 billion dollars more than a year early. In this session, we will focus on the lessons learned – 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 worked for Penn and, more importantly, what might work for you.
Lynn Malzone Ierardi, J.D. 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 has been a member of the National Association of Charitable Gift Planners (CGP) since 1993 and is a past board member and past President of the Gift Planning Council of New Jersey (GPCNJ) and current board member of the Partnership for Philanthropic Planning of Greater Philadelphia (PPPGP). She is a member of the CGP Leadership Institute and a regular faculty member for the Planned Giving Course offered by PPPGP. As a dynamic and highly rated speaker, Lynn 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 is a Proud Penn Parent – times two!
Please register by Friday, March 31, 2017. No cancellations or refunds after 5 p.m. on Friday, March 31, 2017. Any unpaid no shows will be invoiced.