The Time to Invest in Planned Giving is Now
Strategic, evidence-based multichannel marketing is the engine of a strong and growing planned giving program. But a comprehensive staffing and investment plan for your legacy giving program is imperative. While it may seem counterintuitive, now is the time to plan for planned giving growth. The pandemic is triggering significant estate planning activity around the country and organizations must remind supporters of ways legacy giving can fit into their planning. We will discuss ways to advocate for investment, plan for growth, and engage your donors during these challenging times.
Speaker: Tracy Malloy-Curtis, JD, Legacy Giving Director, Mal Warwick Donordigital
Speaker Bio: Tracy has 20 years of experience in fundraising for advocacy and social justice organizations, including the ACLU, International Planned Parenthood Federation, and International Rescue Committee, with a primary focus on planned giving and leadership gifts. She has a J.D. cum laude from Case Western Reserve School of Law, where she was the publisher of the Law Review, and a BS in political science from Southern Connecticut State University. At Mal Warwick Donordigital, she leads the agency's legacy giving consulting department, advising local, national and international organizations on strategic planned giving program growth and marketing strategies. In her free time, she likes knitting, CrossFit, protesting, and spending time with her family and menagerie of rescued animals.
Speaker: Sabrina Naylor, Creative Services Executive, Mal Warwick Donordigital
Speaker Bio: Sabrina Naylor has 15 years of fundraising experience with individual giving, including planned giving. For the last 6 years at Mal Warwick Donordigital, Sabrina has specialized in direct response fundraising and direct marketing. She has an MBA from the University of Cincinnati and an MA from the University of Cincinnati, College-Conservatory of Music. Prior to joining the National Capital Gift Planning Council, Sabrina was a member of the Northern California Planned Giving Council and the Greater Cincinnati Planned Giving Council.