Morning Workshop: Building and Refining a Planned Giving Program
|Cheryl H. Dean, Esq.,
Planned Giving,The Salk Institute
Cheryl is responsible for the Office of Planned Giving at the Salk Institute for Biological Studies. Cheryl has been active in charitable gift planning for over 15 years. Cheryl is actively involved in the regional nonprofit sector, having served as president of the San Diego Planned Giving Round Table.
|Colleen R. Lukoff, CFRE,
Lukoff Consulting Services
Colleen is a development consultant working with non-profit organizations. Her 29-year career in development has focused primarily on social service and educational sectors. She has a passion for helping the "every charity" secure their future by adding planned giving tools to their "toolbelt". She has led 60+ non-profits through an "Incubator Program", helping secure millions of dollars.
|Gina P. McBride,
Certified Financial Planner,
Specialist in Planned Giving
Gina P. McBride is a Certified Financial Planner and experienced veteran in the financial industry, with over 30 years "helping people achieve their financial life planning goals while fulfilling their values … making a difference in the world … and in their lives." As founder/owner of McBride Financial Advisory/ Philanthropy Concepts, based in Carlsbad, she has a special interest in philanthropy and legacy planning and advises individuals, corporations and non-profit organizations and consults to other professionals.
Luncheon: Year-End Giving Starts Now!
|Sharon LeeMaster, CFRE,
Sharon LeeMaster & Associates
Sharon has over 40 years experience working with nonprofit institutions. As a consultant, Sharon has served over 42 organizations and worked on a number of capital campaigns and feasibility studies. She was honored for a lifetime of service by being named Outstanding Development Professional by the San Diego AFP Chapter. She also served the local chapter for two years as President.
|Jeanne Schmelzer, CFRE,
Executive Vice President
& Regional Director,
Netzel Grigsby Associates, Inc.
Jeanne's professional experiences have included managing and implementing successful multi-million dollar capital campaigns, annual and major gift fundraising programs.She has provided both counsel and management to a wide range of nonprofit organizations and institutions. Jeanne has extensive experience in board and staff development, fiscal management, long-range strategic planning, facility and program development, marketing and communications.
Senior Vice President and
Chief Development & Marketing Officer,
YMCA of San Diego County
Shelly is responsible for leading the Y's advancement efforts with emphasis in fund development and marketing. Shelly has a 26 year career with the YMCA, and in 2010 became the first female Senior Vice President in the history of the YMCA of San Diego County. In 2014, Shelly and the YMCA of San Diego County were recognized by the North American YMCA Development Organization with the Eagle - Excellence in Fundraising Award.
Friday May 2, 2014
10:00 am Registration/Networking
10:15-11:30 am Morning Workshop
11:30 Luncheon Registration
12:00 Noon - 1:30 pm Luncheon
Sheraton Carlsbad Resort & Spa
5480 Grand Pacific Dr. Carlsbad 92008
$25 for members/$30 for non-members
Attend both sessions at a discounted rate!
$35 for members/$45 for non-members
$55 for members/$65 for non-members
CLICK BELOW TO PAY ONLINE
Contact 760-729-6711 or firstname.lastname@example.org