Virtual FRED Talk: Stewardship Strategies for Your Planned Givers

When:  Apr 22, 2020 from 8:30 AM to 9:30 AM (CT)
Associated with  AFPKC

$15 AFP members

$25 non-members 

About the Program

In this session we will explore easily implementable stewardship strategies for your organization’s planned gift donors. As difficult as it can be to secure planned gift commitments, the real work and artistry is in the stewardship and maintenance of relationships to see the commitments through to fruition. Exceptional stewardship is not only the right thing to do (after all, the donor has committed to you alongside his/her family and other top priorities), it is also the best opportunity to grow those commitments as well as increasing the annual support and ambassadorship of those donors. Of course, the reverse is also true, and we will reflect upon some cautionary tales of what happens when not properly handled. Excellent stewardship is your way to leave your own legacy on your organization and ensure that it continues to thrive long into the future.

Learning Objectives

  • Understanding the importance of stewarding planned givers (the perils of neglect)
  • Understanding why a different stewardship strategy may be called for
  • Presentation of strategies that work

About our Speakers
Lauren Mattleman Hoopes is a seasoned nonprofit leader and resource development, strategic planning, grant-making and nonprofit management consultant. She has worked for more than 26 years in the nonprofit sector, serving for almost 16 years as the chief executive of the Jewish Community Foundation of Greater Kansas City – the 2019 recipient of Nonprofit Connect’s Excellence in Impact Award. Prior to joining the Foundation, she worked for over a decade at the Kansas University Endowment Association in a variety of capacities, including Associate Director of Gift Planning, and Development Director for the Schools of Law and Fine Arts and for the Lied Center andUniversity Museums. Earlier in her career, she was in the private practice of law in Boston at the firm of Ropes & Gray and in Kansas City with Stinson Leonard Street.

Lauren has presented on numerous topics to both professional, donor and volunteer audiences and has taught courses related to nonprofit management and philanthropy at the Helzberg School of Business at Rockhurst University and in the Honors Program and the University of Kansas.

A graduate of Yale College, Lauren also holds a Juris Doctor degree from New York University Law School. She is a 21/64 Certified Philanthropic Advisor, qualified to facilitate a wide-range of group processes related to nonprofits and family philanthropy.

Joshua Stein serves as the Director of Philanthropy at the Jewish Community Foundation of Greater Kansas City, having returned to his native Kansas City in 2013 excited by the opportunity to strengthen the community through planned giving initiatives. Previously he worked for the Jewish Federation of Greater Portland (Oregon) where he served as the Financial Resource Development Director, and in othercapacities during his 10-year tenure. Earlier in his career he served as the Assistant Director of Indiana Hillel and spent a year working for the American Jewish Joint Distribution Committee in Lviv, Ukraine. Josh is a graduate of the University of Kansas and earned a master’s degree from the Hornstein Program at Brandeis University in nonprofit leadership.

CFRE Continuing Education Credits: 1


Dial-in Instructions:
Webinar login instructions will be provided to registrants prior to the program
Event Image