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AFP TN, Southeastern Chapter: Strategic Stewardship for Planned Giving Programs

May 23, 2012

May 23, 2012 - "Strategic Stewardship for Planned Giving Programs"

Presented by Katherine Swank, Blackbaud Senior Consultant for Target Analytics in Denver, Colorado

Target Analytics' Katherine Swank will discuss actions and interactions with planned gift donors and prospects that lead to mutually beneficial legacy (or deferred) gifts for both the donor and the organization. She will impart understanding of the impact strategic stewardship plans can have on planned gift donors and prospects.  Katherine will also explore how a planned gift stewardship program can be folded into an existing stewardship program easily and inexpensively.  Finally, she will leave attendees with a list of additional resources regarding planned giving stewardship.

Katherine joined the Target Analytics team in 2007 with more than 25 years of legal and nonprofit management experience. Prior to joining Target Analytics, she was the national director of gift planning at the National Multiple Sclerosis Society, where she provided fundraising consulting services to the Society’s chapter leadership and development staff for six years. Katherine has raised over $215 million during her career, with a focus on planned and major giving. She earned a BA in counseling and education from the University of Northern Colorado and a Doctor of Jurisprudence from Drake University Law School in Des Moines, Iowa.She is a member of the Arizona State Bar and a past president of the Colorado Planned Giving Roundtable.

The meeting will be at 10 am, with buffet lunch at noon. 
Location: The Well, 1800 Rossville Avenue

Fees (lunch and workshop):
Members - Free
Guests - $35.00 
To attend this meeting, RSVP by Friday, May 18, to Tiffany Cobb at