Partnering with Planned Giving

Partnering with Planned Giving

Time: 12:30 PM – 2:00PM

Online

• Want to hear some ideas for collaborating with your Planned Giving team?
• Do you wonder how other organizations identify and rate Planned Giving donors?
• • (including what tools they are using)
• Would you like to know how/what other organizations count in terms of Planned Gifts?
• Interested to hear how others develop Planned Giving portfolios?

Please join us for a panel of Research/Planned Giving pairs from three different organizations to discuss all of this and more.

Our panel will feature (detailed bios below):

Moderator: Chris Lawler, Director of Development Research, Harvard Medical School

Amherst College: Malou Hafner, Director of Prospect Development

Julie Lackner, Director of Gift Planning

Phillips Academy: Lisa Foster, Director of Prospect Development

Grace Curley, Director of Gift Planning

Tufts University: Colleen Capodilupo, Director of Prospect Development

Brooke Anderson, Senior Director of Gift Planning

PANELISTS:

Amherst College

Malou Hafner has a degree in Psychology from Ateneo University, Philippines. She moved to the US in 2001 and started her career in Research in 2008 at Hampshire College, where she helped develop and implement the college's prospect management system. She moved in 2012 from Hampshire to join the Research team at Amherst College, where she now serves as the Director of the Prospect Development team, supervising an Assistant Director of Prospect Management, a Sr. Research Analyst, and a Sr. Prospect Development Analyst. She is a NEDRA Member and serves on the Programming Committee.

Julie Lackner is the Director of Gift Planning at Amherst College. Prior to Amherst, she was a part of the Gift Planning team at Mount Holyoke College. Before working in gift planning, Julie practiced law as a trusts and estates attorney.

Phillips Academy

Grace Curley is the director of gift planning at Phillips Academy in Andover, MA.  Related to this NEDRA offering, prior to Andover, she was the prospect research manager at the Peabody Essex Museum for five years.  She has also worked in frontline positions at her alma mater Northeastern University School of Law and the New England Baptist Hospital. 

Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts, where she is also an alumna, past parent and current parent. Lisa is a former member of the Board of Directors of NEDRA. Over the course of her term, she served as the Treasurer of the Board of Directors, Conference Co-Chair for two NEDRA Conferences, Secretary of the Board, and Co-Chair of various committees. Lisa continues to serve on the NEDRA Programming and Nominating Committees. Lisa served as a Director of the Haverhill Foundation for Excellence in Education for over twenty years and has also served as a director of the Haverhill Discovery Club Program.

Tufts University

Brooke Anderson is the Senior Director of Gift Planning at Tufts University, overseeing the University’s gift planning team, charitable trust and gift annuity program, and estate contributions. Prior to joining Tufts in 2006, Brooke held gift planning roles at the First Church of Christ, Scientist in Boston. She is a member and past president of the Planned Giving Group of New England and received her BA in International Politics and Economics from Middlebury College.

Colleen Capodilupo is Director of Prospect Development at Tufts University’s Office of University Advancement, which she joined in 2013. Prior to Tufts, Colleen served for six years as the Deputy Director of Prospect Research and Strategy at the International Rescue Committee in New York. She began her prospect research career as a research analyst with the Harvard School of Public Health. Earlier, she was a staff assistant at the MIT Media Lab and an assistant editor at Blackwell Publishers. Colleen earned a BA from Smith College. She is a member of NEDRA.

Chris Lawler is currently the director of development research at Harvard Medical School (HMS). Prior to joining HMS in 2017, he spent more than ten years as a prospect researcher in Harvard’s University Development Office. He began his career in fundraising at the Union of Concerned Scientists where he worked in a variety of roles, including prospect research and planned giving. Outside of his professional life, Chris enjoys spending time with his wife and two sons as well as trying to squeeze in time playing the drums and riding his bike.

COST:

$50 Members

$100 Non-Members

Are you a current or recently lapsed NEDRA member and want to attend this program for free? Apply for the need-based NEDRA Community Scholarship.

Deadline to apply is Tuesday, January 12, 2022.

LOCATION:

Attendees will receive a Zoom link in advance of the event. This program will be held as a Zoom meeting and a recording will not be available.

Please add NEDRA.org to your trusted list of senders, contacts or address book to ensure that you don't miss any important details about this program.

DEADLINES:

Registration for this event closes on February 1, 2022 at 5PM.