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AFP TN, Southeastern Chapter Meeting

March 25, 2015

What: AFP TN, Southeastern Chapter Meeting
When: March 25; 11:30am-1:30pm
Where: Mountain City Club, 729 Chestnut Street, Chattanooga, TN 37402
Cost: AFP Members $12/ Non members $35 / Undergraduate students $12 

Title: Planned Giving in Layperson Terms” by Mark R. Wilkison, Senior VP at Sinclair, Townes & Company

If we all worried about the technical aspects of CGA’s , CLT’s, CRT’s and other types of planned gifts, there would be very little time to cultivate, solicit, and steward the planned gift donor.  This session will explore the layperson knowledge necessary for building successful planned gift programs and, most importantly, how to know when to leave the technical details to the professional advisors!  Learn to focus on the needs of the donor and understand what they wish their legacy to be for family, friends, and favorite charities.  We will also discuss the attributes of planned gift donors and why they are not on the radar screens of most development professionals.  Come ready to learn and share about helping donors make that “ultimate gift” for the benefit of future generations.

 Mark has more than 30 years of fundraising experience previously as Vice President, Development for Children's Healthcare of Atlanta (the former Scottish Rite and Egleston Healthcare systems).  As such, his responsibilities included planned giving, major gifts and strategic leadership for marketing philanthropy to various community constituencies.  His other healthcare experience includes serving as the Chief Development Officer at Piedmont Hospital in Atlanta. He has also served as Chief Development Officer for the International Life Sciences Institute and as Executive Vice President of Phi Gamma Delta Educational Foundation.

 In 1983, Mark received his B.S. from the University of Vermont.  He has served as President of the Atlanta Peachtree Rotary Club.  He is a member of the Association for Healthcare Philanthropy (AHP), and other memberships and volunteer experiences have included:  the National Committee on Planned Giving (NCPG), the Georgia Association for Development Professionals (GADP), the Georgia Healthcare Association (GHA), and the Atlanta-area University of Vermont Alumni Association.  Additionally, he has served on the Advancement Council for Mount Pisgah Christian School.