Disrupting Aging & Donor Philanthropic Personalization

  • September 21, 2022
  • 12:00 PM - 1:30 PM
  • Broadneck Library, 1275 Green Holly Drive, Annapolis, MD 21409.

Registration

  • 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.

Register


AARP's Franklin Guerrero will discuss their Foundation's research and innovative approaches to disrupting aging and what it means to grow older. Heather Sherman from the Melwood Horticultural Training Center will then then hone in on how to personalize gift planning communications in a way that best resonates with the donor as they see themselves as part of their generational cohort.

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.


Part Three: Planned Giving Vehicles: Bequests, Trusts, Charitable Gift Annuities & Their Ethical Considerations

Wednesday, November 16, 2022, 12 - 1:30 p.m.
Click HERE for more information and to register for this program.


About the Speakers


Franklin Guerrero
Vice President of Philanthropy
Major Gifts & Gift Planning
AARP Foundation


Franklin and his team oversee the personalized relational approach of donor development and aim to increase the giving and tenure through outright and deferred gifts to the Foundation. The goal of his team program is to maximize the lifetime value of donors in relationship management portfolios. He works with leadership to run the Annual Board Giving Fund and the Employee Giving Campaign. He also Co-Leads the Objective 3 of the Foundation, that by 2026, will secure $757 million in refunds for the Low-Income 50+, with increasingly equitable outcomes for populations that have faced systemic racism and discrimination. He also serves on the AARP Diversity, Equity, and Inclusion Advisory Council.

He brings over 20 years of fundraising and nonprofit experience as Chief Development Officer with the Hispanic Scholarship Fund and Project HOPE and as Vice President for Major Gifts with Children International and Head of Leadership Giving at the USA for UNHCR. He has secured six and seven-figure gifts and board development in those roles. He began his career in ministry and community organizing in Chicago and Eastern Pennsylvania with the United Methodist Church.

Franklin holds degrees from the University of Sacred Heart in San Juan, Puerto Rico, Garrett Theological Seminary Located at Northwestern University, and advanced certificates from The Fundraising School at Indiana University and Vanderbilt University. He has recently completed the innovative new Certificate in Philanthropic Psychology at the Institute for Sustainable Philanthropy in the UK.



Heather R. Sherman, CAP, JD
Vice President, Fund Development
Melwood Horticultural Training Center, Inc.


Heather is responsible for planning, implementing, and managing a comprehensive fundraising program to identify opportunities for interested donors to support the work of Melwood now and in the future.

She brings almost 25 years of experience in all areas of fundraising, including direct response; major and planned giving; corporate, foundation, and government support; and workplace giving. Heather has raised over $100 million for large, national nonprofits like National Society Daughters of the American Revolution, The Cultural Landscape Foundation, and AARP Foundation, as well as smaller, regional nonprofits like the Girl Scouts Council of the Nation’s Capital.

Heather has a BA in English/Communications from DeSales University, an MA in Philanthropy & Development from St. Mary’s University of MN, and a JD from Concord Law School. She also earned the designation of Chartered Advisor in Philanthropy , as well as a Certificate in Philanthropic Psychology Fundraising Copywriting.

Heather is an active member of the National Association of Charitable Gift Planners and the National Capital Gift Planning Council. She is also a member of the Association of Fundraising Professionals (AFP) and the DC AFP chapter.

Continuing Education Credit


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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