Lunch(Time) & Learn: Critical Relationships in Planned Giving

As gift officers, our focus is always on relationship building. Some planned giving relationships are obvious. We all know that it is essential to develop a relationship with a prospective donor in order to secure a gift. Beyond that, however, understanding critical relationships, internal as well as external, becomes more complex. This presentation will explore the overlapping circles of donor (external) and organizational (internal) relationships and offer strategies for understanding, developing and managing them. Now, remind me please, what’s your dog’s name again?

Join your colleagues at 12:15 p.m. to chat and network over your lunch and then our program will begin at 12:30 p.m. 

About the Speaker

Rebecca Rothey, CFRE, CAP®, AEP®
Chief Philanthropy Officer
Greater Washington Community Foundation

Rebecca has held leadership roles in charitable gift planning at major institutions including the Greater Washington Community Foundation, The Johns Hopkins University and Medicine, Baltimore Community Foundation, Catholic Charities of Baltimore and the American Red Cross of Central Maryland. Rebecca is a member of the editorial advisory board of Planned Giving Today and has written for Bloomberg Tax. She has served on the board of the Baltimore Estate Planning Council, is a past president of the Chesapeake Planned Giving Council and is currently co-leading a task force of the Washington DC Estate Planning Council focusing on diversity, equity and Inclusion. Rebecca is also Of counsel at Connelly & Assoc. Fundraising.  A frequent presenter at local and national conferences, Rebecca is known for bringing deep expertise, clarity and wit to complex topics as well as for her stylish eyeglasses.

Join the CPGC Board as we continue our educational lunchtime series with this important program. The series will continue online via Zoom Webinar with hopes of returning to in-person luncheon meetings later in the year.

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