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WVDO Development Series: Successful Merging of Planned Gift and Major Gift Programs
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WVDO Development Series: Successful Merging of Planned Gift and Major Gift Programs

When: Thursday, October 20th
3:30PM - 5PM
Where: Legacy Emanuel Medical Center, Lorenzen Conference Center, lower level
2801 N Gantenbein Ave.
Portland, Oregon  97227
United States
Presenter: Mary Anne Rees, Ph.D
Contact: Melanie Shaw

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Topic:  Successful Merging of Planned Gift and Major Gift Programs

Today, more and more development programs are exploring the advantages of merging their planned gift programs with their major gift programs.    Strong advantages include strengthening ¬≠the donor relationship, eliminating the need for major gift donors to move to a new planned giving officer and the potential salary savings.    Recognizing the importance of the donor relationship, many development programs are now moving in this direction.   

This combination of programs can result in the need to train major gift officers in the basics of planned giving (or training the planned gift officers in the basics of major gifts).  In either case, some ground rules are easily learned.     A basic planned giving program requires a a strong attention to detail, an ability to listen for clues that might lead to the involvement of a more advanced planned giving officer, and an ability to work with donors as they some of the most important decisions of their lives.

This presentation will include advantages of merging the two programs as well as basics in both planned gifts and major gifts.    Planned giving techniques will be emphasized and will include bequests, living trusts, life income and other planned gift descriptions.    Creation of a basic planned giving program for smaller non-profits¬≠ as well as probate and the settling of an estate will also be included.  Finally, the expectancy list will be defined as well as guidelines for the creation and maintenance of the expectancy list will be included.  


Presenter:    Mary Anne Rees, Ph.D.

Mary Anne Rees has 20 years of development experience, including 16 years as a planned giving officer.     Prior to her development work, she served as an academic administrator and CEO of a major professional school in higher education.    This broad work experience has given her an ability to view development and other work organizations from many perspectives.    Her Ph.D. in music and higher ed administration was obtained from the University of Oregon.

She currently serves as the development officer for The CMS Fund, the philanthropic arm of a national music organization for music faculty in higher education.    Previous positions include serving as chief planned giving officer for Portland State University and the Archdiocese of Portland.     Her major gift experience was obtained in Pennsylvania at West Chester University.    Academic administrative posts were held at Ithaca College, Northwestern University and West Chester University.    She began her career as an Assistant Professor at Willamette University.   

Mary Anne is also a musician, piano teacher and a volunteer at Legacy Mt. Hood Hospital.


The Development Series is sponsored by LKA Fundraising & Communications.  Event space is generously donated by Legacy Health.



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