Lunch & Learn: Planned Giving & How Small Steps Can Transform Your Organization

  • July 20, 2022
  • 12:00 PM - 1:30 PM
  • Village at Augsburg, 6825 Campfield Road, Baltimore, MD, 21207


  • Includes: One complimentary registration; Listed as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium; and One exhibit table, as event space permits.
  • Lunch Included.
  • Lunch Included.
  • Lunch Included.


planned giving expert Dr. Rosemary Calderalo will help you Shift your organization & its development efforts to achieve a robust, sustainable, planned giving program.

Join your colleagues at 12 noon to network over lunch-- whether in-person or virtually-- as the program will be offered in a hybrid format! Our program will then begin at 12:30 p.m.

Take the first steps to assess your organization:

  • Address your own (your Board's) common myths & fears.
  • Get a commitment from your staff, management & Board.
  • Build an understanding of the role planned giving plays in the sustainability of an organization. 

Learn how to:

  • Take small, manageable steps.
  • Set internal procedures and policies to match your goals.
  • Expand conversations in support of organizations that will allow you to get to know your donors & clients better.

It is all possible, no matter how large or small YOur organization!

About the Speaker

Rosemary Calderalo, PhD
Director of Gift Planning
Community Foundation of Anne Arundel County

Rosemary has nearly 30 years' experience in the nonprofit sector in fundraising, donor support, programs and executive leadership. In her current role, she engages advisors, their clients and Foundation donors in philanthropic planning on topics ranging from tax strategies to multi-generational conversations and planned giving. Rosemary has found that regardless of scope of wealth, people often do not believe their lives have made or can make a difference; she enjoys helping her clients see that they can do just that, and that their dreams for the world can come true through the power of their charitable giving. She has served in leadership positions with the Boys & Girls Club of America, Baltimore Community Foundation, Habitat for Humanity of the Chesapeake, United Way’s 2-1-1 in the Hudson Valley and the American Red Cross in New York and Connecticut. Rosemary holds a doctorate in Adult Education and Women’s Studies from Syracuse University.

Continuing Education Credits

Full participation in this program is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Thank You to our Chapter Gold Sponsors

Thank you to our Chapter Silver Sponsors

Sponsorship Opportunities

Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor.

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