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Refresh Your Planned Giving Approach: Trends and Notes from the Field in 2023
Tuesday, February 07, 2023, 12:00 PM - 1:00 PM EST
Category: Monthly Programs

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Refresh Your Planned Giving Approach:
Trends and Notes from the Field in 2023

Join us for a discussion with planned giving leaders to learn about current trends in the field, success stories, and tactics for elevating your planned giving strategy.
You will also have an opportunity to ask your own questions that pertain to your work and organization.

Anticipated takeaways:

  • Learn about current planned giving trends and topics and the impact they have had and will continue to have on philanthropy
  • Hear a variety of strategies for elevating your planned giving approach and tactical ways to implement these strategies

    Panelists:
    Lori Kranczer; Founder and CEO, Link Elevating Philanthropy
    Jill Ng; Director, Planned Giving, Dana-Farber Cancer Institute
    Arlene Schiff; Senior Advisor, Life & Legacy

Audience/Target Market: Planned giving/major giving professionals, nonprofit/philanthropy professionals in organizations with existing planned giving programs, fundraising professionals interested in learning more about planned giving and its impact.

Lori Kranczer; Founder and CEO, Link Elevating Philanthropy  - https://www.linkedin.com/in/lorikranczer/
Lori is the CEO of Link Elevating Philanthropy, where she speaks, empowers and advises passionate changemakers on how to build legacy and create impact. She works with nonprofits, individuals, and businesses to match values with social good opportunities and crafts strategic philanthropic plans, to better our world and business.  An attorney by trade, and with 20 years of advising experience, she brings deep knowledge of both the business and philanthropy worlds. She regularly teaches and speaks for groups such as NYU, women's ERGs, foundations and companies that know their impact matters.  Curious to learn more about her passion and practice? She hosts the Positive Impact Philanthropy podcast where she inspires listeners to take action through the stories of women philanthropists.

Jill Ng; Director, Planned Giving, Dana-Farber Cancer Institute - https://www.linkedin.com/in/jill-ng-b926696/
With 25 years of fundraising experience, Jill is a Director of Planned Giving at Dana-Farber Cancer Institute where she oversees the estate administration team, carries a donor portfolio and collaborates with colleagues across the Philanthropy Division to incorporate planned giving opportunities into donor strategies. Jill rejoined Dana-Farber in 2020 and is considered a “boomerang” employee since she began her career at DFCI after graduating from Wheaton College in Norton, MA.  Before rejoining Dana-Farber, Jill worked at the Boston Symphony Orchestra, United Way of Mass Bay/Merrimack Valley and the Museum of Fine Arts, Boston where she held a variety of roles which all included a planned giving component. Jill and her family live on the South Shore and spend much of their free time at a variety of hockey rinks in New England.

Arlene Schiff; Senior Advisor, Life & Legacy - https://www.linkedin.com/in/arlene-d-schiff-2121b010/
Arlene D. Schiff is currently the Senior Advisor of the LIFE & LEGACY® program of the Harold Grinspoon Foundation. In this role she provides training and support to Jewish communities, and their local organizations, who are working to build their endowments through after-lifetime giving.  Arlene served as LIFE & LEGACY’s National Director for more than nine years, overseeing the program’s implementation in 72 communities (and more than 750 organizations) throughout the U.S. and Canada.  Prior to joining HGF, Arlene served as the Executive Director of the Jewish Federation of the Berkshires in Western Massachusetts. She is a graduate of the University of Massachusetts and holds a MA from Harvard University.

 

Tuesday, February 7, 2023

12-1:00pm (Virtual Zoom Program)

 

 Registration: $20 for WID members and WID-NY Members (through Friday 2/3/23)
  $35 for non-members (and members who register late, after Friday, 2/3/23)
Registration for this program will close on Sunday 2/5/23.
No refunds within 7 days of program
 
Login information will be sent one day in advance of the program.
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