Thursday, October 26, 2017 from 12-1:30
Registration: 11:30 am
Workshop: 12-1:30 pm
Little America Hotel (500 Main Street, SLC, UT 84101)
$40 Member/$80 Non-Member (If you are an AFP member, please login to your account to receive the $40 member rate.)
According to Giving USA, $31.76 billion or 9% of the total contributed is through charitable bequests. A planned giving program gives you an opportunity to build lifetime relationships with your donors and should become part of your development efforts, regardless of your organization’s size, mission, age, budget, in- house expertise, or prior giving history. For many nonprofits, especially those with smaller development operations, the idea of starting a planned giving program can be daunting. We’ll explain some practical and easy steps to get a program off the ground; such as what to focus on first; adding a planned giving advisory council and marketing for your program.
Nancy Michalko, Executive Director, Salt Lake Community College Foundation
Nancy has worked in the SLCC Development office for three years but in higher education development for the last 30 years. Prior to SLCC Nancy was Vice President of Institutional Advancement at Westminster College in Salt Lake City and was Associate Vice President of Development for the State University of New York in Buffalo. She has held positions at Yale University and West Virginia University as well as Vice President for Ruffalo, Cody and Associates. Her work has been from annual giving to major gifts and she especially loves managing teams of development officers. Nancy served as president of the Utah Society of Fund Raisers board of directors. She is a member of CASE, the Council for Advance and Support of Education and a frequent speaker at the annual Community College conference.
Katherine Fife, CEO Philanthropy Matters, LLC
Katherine is the founder and principal consultant at Philanthropy Matters, LLC. Fueled by a desire to make charitable giving more effective, efficient, and impactful, Katherine started the business after more than two decades of working in the philanthropic and nonprofit sectors. Previously, Katherine served as the director of philanthropy for the Community Foundation of Utah, where she assisted hundreds of philanthropists with their charitable giving activities. Helping to distribute over $20 million for social good, Katherine has a comprehensive perspective on giving. Additionally, Katherine has extensive experience managing multiple aspects of nonprofit and public entities, including mission delivery and development. Aligning herself with organizations aimed to improve the lives of children and families, Katherine has served a variety of roles, including the director of marketing and development with Make-A- Wish Foundation of Utah. In addition to serving on Planned Giving Advisory Council for Salt Lake Community College Foundation, Katherine is the Treasurer on the Advisory Board of the Sorenson Multi-Cultural Center. She served as president of the Utah Society of Fund Raisers board of directors. Katherine earned her Masters degree in family ecology from the University of Utah and her BA in sociology from Westminster College in Salt Lake. Recognizing that education is one of the best investments to improve our communities, Katherine is inspired by the opportunity to make positive change through partnerships with those who are committed to social good.
Kendra Angell, Director of Development, Salt Lake Community College
Kendra Angell is the Director of Development for Salt Lake Community College where she directs and implements donor activities with a focus on Planned Giving and Individual Major Gifts. Kendra works directly with the Planned Giving Advisory Council, a volunteer sub-council of the Salt Lake Community College Foundation Board, which oversees planned gifts to the college. Kendra has over ten years of dynamic fundraising experience, raising gifts for the Muscular Dystrophy Association, American Red Cross Disaster Services, Thanksgiving Point Institute, and Salt Lake Community College. Kendra's fundraising experience includes a broad base of giving platforms including customer donation programs, peer-to-peer fundraising, special events, grant writing, corporate partnerships, planned gifts, and individual donor cultivation and stewardship. Kendra has served on several volunteer committees and is currently on the Board of Directors for the Utah Chapter of the Association of Professional Fundraisers as the Education Chair. Kendra has two boys, and enjoys living an active and healthy lifestyle.