You Want Us to Raise How Much? The Role of Planned and Deferred Gifts in a Campaign
Whatever your organization and mission, the press for philanthropic funding has never been greater. That demand has given rise to increasingly ambitious campaign goals. What role do planned and deferred gifts play in reaching those goals? How are those goals set, how are they solicited and how are they counted and reported? This session will explore different ways of answering those questions, utilizing both prepared remarks and shared experiences, with a goal of equipping attendees to help make and implement those decisions.
Pete Sommerfeld joined the gift planning team at Oregon Health & Science University Foundation in October 1996. In December, 2010, he was named the Foundation’s first Senior Philanthropic Advisor, having previously served as its Senior Director of Gift Planning. In total, he has nearly thirty years of experience in the field. During his tenure with OHSU Foundation, he has collaborated with donors and their advisors to design and close a variety of gifts in support of all aspects of OHSU’s mission.
Pete came to OHSU Foundation from United Cerebral Palsy of Oregon and Southwest Washington, where he served as Director of Planned Giving. He began his development career at the same organization as Special Projects Director. His professional background also includes experience in the corporate office of PayLess Drug Stores, Portland television station KATU, and campus ministry in several locations around the US.
Pete is a former Board member of the Northwest Planned Giving Roundtable, and holds membership in the National Association of Charitable Gift Planners, and its Leadership Institute. In 2015 Pete received the Distinguished Service Award from the Roundtable in recognition of his contributions to the organization. In 2001 he earned designation as a Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies at California State University, Long Beach.