Planned Giving for Small Shops

October 4, 2023 @ 11:30 am – 1:00 pm
Community Foundation of Middle Tennessee
3421 Belmont Blvd.
TN 37215
$30/Member, $35/Non-Member
Jessica Layman
While the value of a planned giving program is not lost on the majority of nonprofit leaders, many groups struggle to incorporate it due to being stretched by the cash needs of worthy and urgently-needed programs.

The Planned Giving Council of Middle Tennessee invites you to join a conversation about Planned Giving in average-to-smaller nonproft shops:

October 4, 2023
11:30 a.m.-1 p.m.
Community Foundation of Middle Tennessee
3421 Belmont Blvd
Nashville, TN 37215

Panelists will include:

Judi North, Director of Development, Currey-Ingram Academy
Photo of Judi North

Judi North earned a B.A. degree in Psychology/Human Development from Rivier University in Nashua, NH, a M.S. degree in NonProfit Management and Philanthropy from Bay Path University in Longmeadow, MA, and is currently enrolled in the M.Ed. for Independent School Leadership program at Vanderbilt Peabody College. As an experienced nonprofit professional, Judi brings 23 years of advancement experience to Currey Ingram Academy. She has worked with exceptional leaders and teams to develop and execute comprehensive annual, major gifts and capital campaigns; create marketing initiatives and branding guidelines; and implement community building experiences. With a focus on strategic planning, organizational management, and streamlining processes and procedures, she has strengthened the culture of philanthropy both with internal and external audiences. Judi is a proponent of achievable performance metrics and adheres to best practices from AFP, ADRP, CASE, NAIS and SAIS. She is committed to continue building the annual giving revenue for Currey Ingram Academy.

Randy Elliott, Director of Advancement at Brightstone

Randy joined our leadership team in April 2016 and is responsible for advancing the mission of BrightStone leading our Development, Capital Campaign and Community Relations activities.

Prior to joining BrightStone, Randy was Director of Advancement for New Hope Academy, Director of Development for Guideposts Foundation, President of Texas State Credit Company, and Vice President for Thomas Nelson Publishers. Randy holds a BA degree in Journalism from the University of Memphis. He serves on the Board of Forrest Crossing Community Home Owners Association and on the Planned Giving Council of Middle Tennessee. Randy and his wife Ann have four grown children and have lived in Franklin since 2003.

Randy is responsible for our Land of Dreams Capital Campaign and Planned Giving Legacy Program.

Beth Boord, Executive Development Advisor, YWCA of Nashville and Middle Tennessee

Elizabeth Boord was Chief Development Officer (CDO) at YWCA Nashville & Middle Tennessee from 2019-2023. She has worked as Executive Director of Development at Vanderbilt University, Director of Development at Nature Conservancy, and Director of Advancement at Harpeth Hall School. Elizabeth studied at Hanover College between 1972 and 1976, University of Tennessee-Knoxville between 1978 and 1980, and 5280 Solutions between 1978 and 1980.

Moderated by Christy Passmore, Senior Advisor, Vision Philanthropy Group

Christy Passmore has enjoyed a long, successful career in fundraising, campaign management and volunteer leadership.  Her favorite role is the one-on-one conversations that occur with prospective donors when she has connected their passion to their philanthropic intent for creating change.  Her earliest exposure to fundraising and development was in political campaigns. Her exposure to fundraising and messaging through mass communications were foundational to her career path leading to almost 40 years of non-profit development-related jobs from entry to senior leadership levels.

Christy is a proud, active graduate of The University of Tennessee at Martin. She graduated with a degree in Early Childhood Education and was a public school teacher for 3 years.  She is a member of the University of Tennessee-Martin Alumni Council and the Planned Giving Council of Middle Tennessee Board.  Christy resides in Nashville with her pup, Daisy.

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