Storytelling and Fundraising: Once upon a time…
There will always be new trends and challenges in planned giving and philanthropy. Trends such as changing demographics, blended gifts and blended responsibilities, increasing use of DAFs, metrics, and technology advances – all continue to change the environment and influence how we operate. Perhaps one of our biggest current challenges is the Tax Cuts and Jobs Act of 2017. One surefire way to successfully navigate trends and challenges is to share your stories. Powerful storytelling will help you to be a more successful fundraiser, and to live happily ever after!
Lynn Malzone Ierardi, J.D., Director of Gift Planning at the University of Pennsylvania
Lynn Malzone Ierardi, JD currently serves as Director of Gift Planning for the University of Pennsylvania and on a limited basis as an independent gift planning consultant (www.GiftPlanningAdvisor.com, founded in 2002).
Prior to joining Penn in 2005, Lynn 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. She is a member of The National Association of Charitable Gift Planners (NACGP), the Gift Planning Council of New Jersey (former Board Member and past-President), the Planned Giving Council of Greater Philadelphia (Board member), the Philadelphia Estate Planning Council, and Mensa.
As a dynamic and highly rated speaker, Lynn has presented at conferences and meetings throughout the country for organizations such as NACGP (National Conference on Philanthropic Planning) and numerous local Councils, ACGA, CASE, AFP, the Philadelphia Bar Association and Pennsylvania Bar Institute, Merrill Lynch, BNY Mellon, PGCalc, Crescendo, Pentera, Girl Scouts of the USA, Big Brothers Big Sisters USA, the Franklin Institute, and many other non-profit organizations.
Program Approved for 1 CLE point