A Practical Look at Assessing Your Gift Planning Program

Presentation Summary

Nonprofits requesting gifts of appreciated assets grow consistently and rapidly. With the Baby Boomer generation actively passing along their wealth, organizations have an estimated 10 years to institutionalize gift planning culture to maximize the peak of the wealth transfer.

This session explores how nonprofits can strategically evaluate, grow, and shift fundraising efforts from a typical cash-only model to one which actively pursues non-cash assets. The session will provide practical advice and guidance for organizations of all sizes and for professionals with varying levels of gift planning expertise.

Speaker

Hannah J. Yaritz

Experience: Hannah’s professional fundraising experience spans from working with individual donors to extensive capital campaigns across all sectors. From campaign planning and management, to implementing feasibility and planning studies, Hannah has a broad range of experience with CCS. Her feasibility study engagements include extensive strategic conversations, peer benchmarking, prospect qualification and campaign approaches. Hannah has directed campaigns, with goals upwards of $100 million, through strategic planning and execution with an emphasis on board development, major and planned gifts, and building sustainable cultures of philanthropy.

Gift Planning Experience:

• CCS Gift Planning Team Officer – Provides resources on gift planning to colleagues across the firm, navigates unique gift planning opportunities for clients and works to increase awareness about the impact gift planning on philanthropy. In this role, Hannah also serves as a key advisor and partner to colleagues working with nonprofits on gift planning work.
• Board Member of the Colorado Planned Giving Roundtable – provides education, awareness and networking opportunities to professionals in the Rocky Mountain region.
• Past Chair, Colorado Planned Giving Roundtable Summer Symposium (2019 & 2020) – brought over 350 fundraising, legal and financial professionals together for two days of education and networking, this sold out event was led by Hannah in partnership with over 30 volunteers. The 2020 conference shifted to a virtual experience and was recognized by the National Association of Charitable Gift Planners.
• Develops and presents educational sessions for CCS, nonprofit partners and gift planning professional associations around the United States.

Professional Affiliations: Certified Specialist in Planned Giving, Candidate 2022; Colorado Planned Giving Round Table, Board Member and Summer Symposium Conference Past Chair; National Association of Charitable Gift Planners, Member; Institute for Leaders in Development, 2015 Graduate.

Personal: Hannah is a native of Minnesota, but loves her home in Denver, Colorado. She is actively involved with her university, serving on alumni boards, supporting student recruitment, and volunteering with service activities.

Education: B.A. Marquette University

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