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Transformational Giving Through Blended Gifts
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Transformational Giving Through Blended Gifts

$40 CPGR Members; $65 for Non Members & Guests

 Export to Your Calendar 3/1/2018
When: Thursday, March 1, 2018
11:00 AM
Where: Map this event »
The Denver Country Club
1800 E. 1st Avenue1700
Denver, Colorado  80218
United States
Presenter: Jackie W. Franey, CPGS, CAP® - Director of Gift Planning Fundraising at The Nature Conservancy
Contact: Tina Drum
(303)932-2764


Online registration is available until: 2/27/2018
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A blended gift has been defined as a combination of current and deferred gift components; enabling a donor-centric approach to securing one of the largest gifts a donor is capable of giving. These types of gifts can assist donors in making transformational gifts through a variety of giving strategies. This session will discuss how to incorporate blended gifts in major and planned giving asks and understanding the opportunities when blended gift discussions are incorporated into all donor gift strategies.

Jackie W. Franey, CPGS, CAP®
Director of Gift Planning Fundraising
The Nature Conservancy

Jackie W. Franey is the Director of Gift Planning Fundraising at The Nature Conservancy and directly responsible for the management and leadership of an experienced fundraising team of 16 staff that secures over 1,700 planned giving commitments and more than $125 million a year in deferred gifts from individuals to support TNC's mission of protecting nature and preserving life. Prior to joining TNC, she worked with the Dallas Museum of Art, BNY Mellon Wealth Management, Communities Foundation of Texas and Children’s Medical Center. Ms. Franey also served as the Director of Planned Giving for the American Heart Association – National Center for ten years and was responsible for implementing a centralized marketing program that generated more than $100 million in annual income. 

Ms. Franey is a graduate of LeTourneau University and has 25 years of experience in planned giving. She is a Certified Planned Giving Specialist, on the editorial advisory board of Planned Giving Today, and past president of the North Texas Chapter of PPP. She previously served on faculty at the National Planned Giving Institute at the College of William and Mary and speaks frequently at national conferences and planned giving councils. She has been on the national board for the National Association of Charitable Gift Planners (CGP), along with serving on the Steering Committee for the Leadership Institute of CGP. She is a Chartered Advisor in Philanthropy (CAP) and completed the Certificate Program in Financial Planning at Southern Methodist University.

 

Thanks to our sponsor!

 

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PO Box 101208
Denver, CO 80250-1208

Tel: 303. 932. 2764

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Our Mission

The Mission of the Colorado Planned Giving Roundtable is to inspire our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations.

We accomplish this through:

  • Quality Education
  • Increased Awareness
  • Networking Opportunities
Model Standards

These Model Standards of Practice for the Charitable Gift Planner have been created by the National Committee on Gift Planning to encourage responsible gift planning.

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