June Professional Development | Lemons to Lemonade: Finding Opportunity in Uncertainty
The slides for this program are available HERE.
The lemons: Cost of living increases, rising interest rates, aging baby boomers. Believe or not, there are giving opportunities that can sweeten the mix. In the spirit of a summer lemonade stand, we’ll stir up a couple of recipes to offer your donors, with variations for bequests, IRA gifts, and charitable gift annuities.
Sheryl Aikman is the principal of Alenda Consulting LLC. She serves a wide range of nonprofit, individual and professional advisor clients, with a focus on major, life income and planned gifts, legacy planning, and personal philanthropic consulting. Sheryl is also an affiliated consultant with Ekstrom Alley Clontz & Associates and Charitable Solutions LLC. Sheryl led asset development, planned giving, advisor, affiliate and nonprofit fundholder services at The Community Foundation of Western North Carolina for over 21 years. She has held volunteer leadership roles for the community foundation field nationally, the North Carolina Planned Giving Council and the Land of Sky Estate Planning Council. For eight years, Sheryl served as a peer reviewer for the National Standards for U.S. Community Foundations, conducting policy, program and operational accreditation assessments. A Phi Beta Kappa graduate of Davidson College, she attended the University of Bristol (England) on a post-graduate fellowship and holds a masters degree in Management of Nonprofit Organizations from Case Western Reserve University (Ohio). Currently, Sheryl serves on the board of the Southern Appalachian Highlands Conservancy in Asheville, where she lives with her spouse, teenagers, dogs and chickens.
