NO MORE EXCUSES: 10 Easy Steps to Integrate Planned Giving in Your Efforts

Tuesday, October 25, 2022
3:00PM - 4:00PM
Pybus Market, LocalTel Event Center, Wenatchee WA
*Also available via Zoom

Doors open at 2:30pm for networking and enjoy coffee, tea, and treats!

The aging of Baby Boomers, the historic intergenerational transfer of wealth, tax reform proposals, and the trend toward more values-focused estate planning all combine to make this period the Golden Age of Planned Giving.  Is your organization poised to benefit from this powerful wave of Planned Giving? Or are you operating under the mistaken notion that Planned Giving is only for large and well-funded operations?

In this session, special guest Lorraine del Prado will discuss the powerful roles of Planned Giving and the ten easy steps for smaller organizations to take part in this critically important donor relations activity. Lorraine will also share a Planned Giving Toolkit with extensive resources and templates that will leave you having no more excuses for not implementing a Planned Giving program.

Lorraine will also be presenting "Do Well by Doing Good": The Multifarious Benefits of Altruism" at 7:00pm at Pybus University for community members who want to learn about the benefits of philanthropy and ways to leave meaningful legacies. Learn more and sign up here, and feel free to share!

SIGN ME UP!

Presented by:

delPradoLorraine

Lorraine del Prado

Principal, del Pardo Philanthropy
Senior Vice President, Thompson & Associates

Lorraine del Prado is principal of del Prado Philanthropy and Senior Vice President of Thompson & Associates.  She specializes in values-based estate planning consulting and philanthropic planning and is a frequent speaker on topics related to philanthropy and purposeful estate plans.  She also assists nonprofits in elevating their relationship-building, fundraising and board development efforts.  She has consulted with nonprofits nationally and has led operations that raised hundreds of millions of dollars for various causes.

Lorraine has been in the philanthropic field for 30 years and holds the designations of Certified Specialist in Planned Giving (CSPG), Fellow in Charitable Estate Planning (FCEP) and Certified Fundraising Executive (CFRE).  She earned a bachelor’s degree in Humanities, cum laude, from the University of the Philippines and a master’s degree in English Literature from Boston University.

In terms of volunteer leadership, Lorraine is President of Leave 10, Board Member of the Seattle Philanthropic Advisors Network, Past Chair of the Grant Leadership Team of the Washington Women’s Foundation and Associate Dean for Planned Giving at the Association of Healthcare Philanthropy’s Madison Institute.  In 2017, she was honored by the Washington Planned Giving Council with the Frank Minton Professional Achievement Award.

Linkedin Profile

YOUR GIFT AT WORK

Cruz.Xitlali

Xitlali Cruz

SCHOLARSHIP RECIPIENT

I am currently pursuing a degree in Mechanical Engineering with a minor in Computer Science at Stanford. Since the beginning of my freshman year I have been involved with clubs such as Stanford’s Space Initiative (SSI) and the Society of Latinx Engineers (SOLE). In SSI I built a rocket and launched it.

ThomasSmith

Aero Methow Rescue Service

GRANT RECIPIENT

Due to being rural, remote, and geographically isolated, we must be prepared to do more than respond to emergencies. We have become a healthcare partner who fills gaps in service. The grant allowed our board the time and ability to work with a Strategic Planner to modify our plan to address those gaps.

2019RIGOutreach-RosieYardSigns-Crop

Chelan Douglas Volunteer Attorney Services

GRANT RECIPIENT

The grant provided funds to hire a Housing Justice and Outreach Coordinator to visit rural and underserved areas. Rosie’s bilingual and bicultural skills and experience have increased equity of service. Rosie is building partnerships with local organizations through events such as the Columbia Valley Community Health’s Back to School Drive, as well as posting yard signs.

Tenoch Mandujano

Tenoch Mandujano

Scholarship Recipient

My father was a migrant agricultural worker who eventually started his own cherry and apple orchard. He told me if I wanted to live a better life, I had to get an education. I plan on starting a career with the Chelan PUD with a passion for renewable energy and in turn give back to my parents and community for supporting my dreams.

$0 M

ASSETS UNDER MANAGEMENT

$0 M

GRANTS & SCHOLARSHIPS AWARDED

0+

CHARITABLE FUNDS

FOUNDATION FACTS

ANNUAL REPORT
arc-darkest-green-01