November 8, 2019 – Council Meeting

November 8, 2019 @ 11:30 am – 1:00 pm
Maggiano’s Restaurant
3106 West End Avenue Nashville
Molly Craig

Blended Gifts: Accomplishing Strategic Philanthropic Goals!

November 8, 2019

Cathy R. Sheffield, CAP, CFRE, CSPG, FCEP

More and more donors/clients seek options in establishing meaningful gifts, both in size and effect. The idea of asking donors to make a “blended gift” is an emerging trend in the world of philanthropy. With the growing popularity of blended gifts as a gifting strategy, those who work with the charitably inclined, including fundraisers and advisors, need to be prepared for when their clients request assistance exploring blended gifts as a way to achieve their personal and financial planning goals while still leaving a legacy. This presentation will include case studies to demonstrate how blended giving can enhance donor goals, while not detracting or derailing retirement and financial plans.

Cathy is the Founder and President of ThinkGiving. She is a fundraising executive with 25-years experience, specializing in major gifts and gift planning in healthcare and higher education for organizations such as Baylor Scott & White Health, Texas Health Resources, Cook Children’s Health System, and Texas Christian University. She is President of ThinkGiving, a planned giving firm based in Fort Worth, TX. Cathy is also a Vice President with Thompson & Associates, a values-based estate planning firm based in Nashville, TN. Cathy serves as a member of the board of directors for the American Council on Charitable Gift Annuities, is a past-chair of the National Association of Charitable Gift Planners (CGP) and served as the 2015 Chair of the National Conference on Philanthropic Planning. Cathy is a member of the “Rollover Rangers” formally named the Charitable IRA Initiative. Cathy is a member of the American Institute for Philanthropic Studies faculty which administers the Certified Specialist in Planned Giving designation program. In 2015, Cathy was honored by the Fort Worth Metro Chapter of the Association of Fundraising Professionals with The Ben Franklin Award for the Outstanding Professional Fundraising Executive. Cathy received her MBA from Texas Christian University and a Bachelor of Science from North Dakota State University. Cathy is a Certified Fundraising Executive (CFRE), Chartered Advisor in Philanthropy (CAP®), Certified Specialist in Planned Giving (CSPG), and a Fellow in Charitable Estate Planning (FCEP).

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