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February Webinar
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February Webinar

When: 2/13/2020
1:00 PM
Where: February Webinar
United States
Contact: PGGNE
(781) 647-4343

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February 13, 2020
1:00 PM - 2:30 PM

"Leaving a Legacy: A New Look at Today's Planned Giving Donors"

What are the experiences and motivations of today’s planned giving donors? Join Elizabeth Dale, Ph.D., lead researcher on Giving USA Foundation’s newest special report, “Leaving a Legacy: A New Look at Today's Planned Giving Donors” to hear about the research findings and recommendations for fundraisers and allied financial professionals.

With support from CGP and other sponsors, Giving USA Foundation conducted a national study of planned gift donors from a wide range of charitable organizations across the U.S. The findings include both survey responses and in-depth interviews. Data and conversations from the study can help us to understand donors’ motivations for making planned gifts, how and when they made their gift decisions, how their legacy plans change over time, and key marketing opportunities for nonprofits. Dr. Dale will be joined by several planned giving professionals to discuss the findings and answer questions about the study which was released in November.


At the consultion of Elizabeth's main presentation she will be joined by guest panelists Jan Adams and Brooke Anderson.


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Elizabeth Dale, Ph.D

Assistant Professor, Master of Nonprofit Leadership Program

Seattle University


Elizabeth J. Dale is Assistant Professor in Nonprofit Leadership at Seattle University and received her Ph.D. from the Indiana University Lilly Family School of Philanthropy. A former development director and CFRE, her research interests include women’s philanthropy and giving to women’s and girls’ causes, giving among LGBTQ donors, and the intersection of gender and philanthropy. She holds a bachelor’s degree in journalism and women’s and gender studies from Ohio Wesleyan University and a master’s degree in women’s studies from The Ohio State University.


Special Guest Panelists:


Jan Adams

Director of Planned Giving

Mass Audubon


Jan’s career spans decades in investment sales, commercial lending to nonprofits, private wealth management, and planned giving investment management and administration. As the current Director of Planned Giving for Mass Audubon, she is honored and thrilled to be giving back to an organization that is helping conserve natural habitats and connect people to the outdoors. She spends her free time she in her gardens, walking, reading, sketching and making special memories for family and friends.


Brooke Anderson

Senior Director, Gift Planning

Tufts University


Brooke Anderson is the Senior Director of Gift Planning at Tufts University and has worked at Tufts since 2006. Previously she held gift planning positions at The First Church of Christ, Scientist in Boston. She earned her bachelor’s degree in international politics and economics from Middlebury College. She is currently serving as President of the Planned Giving Group of New England (PGGNE).



Register by 5:00 PM on 2/12/2020
Non-profit Member ......................... $0.00
Allied Profession Member .............. $0.00
Non-profit Associate ...................... $75.00
Allied Profession Associate ............ $75.00
Guest / Non-member .................  $75.00
AFP MA Member  .......................... $50.00, Use Code "AFPMA"




Registration Policy

Registrations must be received by 5:00 PM Wednesday, February 12, 2020. Once registration is closed it will state CLOSED within the meeting Program Calendar listing. 


Refund/Cancellation Policy

Cancellations are required by 5:00 PM Wednesday, February 12, 2020. In accordance, only refund requests received by this time will be granted. Any outstanding payments will still be due, if not cancelled accordingly. Email your cancellation/refund request to All emails received will be acknowledged. 

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