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AFP DC Washington D.C. Metro Chapter: The Do's and Don'ts in Setting Donor Expectations

April 10, 2018

Donors with unrealistic demands; your organization demanding gifts - what is a fundraiser to do?

Each fiscal year, non-profit organizations reset their fundraising goals for their gift officers.  What happens, though, when you are presented with a challenging donor or gift scenario? The goal of this presentation is to share examples of potentially awkward or avoidable gift situations.  We will review the information and questions fundraisers should use to clarify expectations with both the donor and the organization.

Learn Objectives:

  • The goal of this presentation is to share examples of potentially awkward or avoidable gift situations.  Examples include: donors with unrealistic demands; donors not on the same philanthropic page; a mismatch between the gift envisioned and the gift received; not understanding the asset being gifted; issues on complex gifts.  
  • We will review the information and questions fundraisers should use to clarify expectations for both the donor and the organization. 

Speaker:

  • Joanne Pipkin, Director of Development, Greater Washington Community Foundation

Session details:

When:

Tuesday, April 10, 2018

8:30 - 10:00 AM

Where:

Lautman Maska Neill & Co, 1730 Rhode Island Avenue NW, Suite 301, Washington, DC 20036

Registration Fees:

Member Pricing:

$25 flat registration fee

Non-Member Pricing:

$45 early bird non-member

$55 for regular non-member registration

$65 onsite non-member registration

Register:

Register Here!

Joanne Pipkin's Bio:

Since August 2016, Joanne Pipkin has been serving as the Director of Development at the Greater Washington Community Foundation. With extensive experience in relationship management and working with premier non-profit organizations, Joanne focuses on building strong and collaborative partnerships between the regional professional advisors and The Community Foundation.  Joanne also oversees the foundation’s planned giving program, which includes opportunities in complex gift scenarios, estate intentions and charitable trusts.  Joanne has presented at the AdNet Community Foundation conference and several regional planned giving conferences and programs.

Prior to joining The Community Foundation, Joanne had a far-reaching career in the financial service industry, with the last 19 years as a Senior Relationship Manager and Team Leader in Charitable Asset Management at State Street Global Advisors. 

Joanne holds a Master of Administrative Science – Finance degree from Johns Hopkins University, and a BA in Political Science and Pre-Legal Studies from Goucher College.  Joanne is a member of the National Capital Gift Planning Council. Joanne is a judge for the John Hopkins University Business Plan Competition, and has served as President of the JHU New England Alumni group.  In the inaugural year for Found in Translation, Joanne assisted as a mentor, and for several years she served as a Board member to the Portsmouth High School (NH) Futures program.