The slides for this event are available HERE. The recording of this event will be available HERE. How can you help the people who love your organization make a plan for a significant gift – now or as part of their legacy? We’ll walk together through six giving strategies, covering gifts from retirement accounts, bequests and beneficiary designations, gifts that pay lifetime income and more. The emphasis will be on describing these gifts in easy-to-understand ways that are proven to inspire donors.
February Professional Development
Six Great Ideas for Helping Donors Plan Their Most Significant Gifts
Presented by Sheryl Aikman
Sheryl Aikman led asset development, planned giving, advisor and affiliate relations, and nonprofit fundholder services at The Community Foundation of Western North Carolina for over 21 years. In her last 5 years at the foundation, her work resulted in $136 million in contributions and creation of over 400 charitable funds, gift annuity, trust and expectancy agreements. Her volunteer roles have included service to AdNet (Advancement Network for Community Foundations), the Council on Foundations, 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 rigorous policy, program and operational accreditation assessments. A Phi Beta Kappa graduate of Davidson College, she holds a masters degree in Management of Nonprofit Organizations from Case Western Reserve University. She is William C. Friday Fellow of the Wildacres Leadership Initiative.
