Using the Legacy IRA Act to Grow Giving from Older Donors

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Description

Did you know that your donors who are 70 ½ or older have a way to make gifts to your organization that doesn’t involve writing a check? Learn what you need to know about the new Legacy IRA Act, which strengthens and expands on the Qualified Charitable Distributions (QCDs), the fastest growing type of philanthropy. Whether your organization has ever accepted a QCD, this change will generate more current and irrevocable gifts now. In this webinar, you’ll learn the highlights of the new law, the benefits for older donors, and the opportunities for charities, including a panel discussion of how colleagues from national and local nonprofits are using this type of giving successfully.

Contributors

Lisa Chmiola, M.S., CFRE, CSPG

Lisa M. Chmiola, M.S., CFRE, CSPG has more than 21 years in philanthropic development. She has served in major gifts and gift planning roles in education (public and private) and religious institutions, following initial career experience in event-based philanthropy. As Chief Fablanthropist for Fablanthropy (the intersection of fabulous and philanthropy), she works with nonprofit organizations and fundraising professionals providing consulting, training, and coaching services, particularly on legacy giving strategies.

An AFP Master Trainer since 2014, Lisa has presented at four AFP International Conferences, and a variety of AFP and other industry association regional conferences, chapter meetings, and webinars. She serves as an adjunct instructor in Communication at the University of Louisiana at Lafayette and in Rice University’s Center for Philanthropy and Nonprofit Leadership.

Lisa is an active volunteer, serving as chair of the AFP Global U.S. Government Relations committee and member of the AFP PAC board, as National Association of Charitable Gift Planners board member and chair of its Emerging Professionals Committee (and past president of the Houston chapter), as an AFP Baton Rouge Chapter board member, as a Junior League of Lafayette sustainer, a member of Ellevate Louisiana, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy magazine.
Sally Schaeffer

Bringing nearly 25 years of experience, Sally Schaeffer is founder and owner of Uncorked Advocates, a bipartisan federal government relations firm started in 2017. Among her current clients are some of the largest nonprofits and philanthropic associations in the country, including Association of Fundraising Professionals, American Heart Association, YWCA USA, Covenant House International, United Philanthropy Forum, and Prevent Child Abuse America. On behalf of American Heart Association, she helped to coordinate a national coalition of 60 nonprofits in support of the Legacy IRA Act, which passed into law in December 2022.

Previous to starting her own firm, Sally represented more than 500 nonprofits and foundations as the Government Relations Director at Independent Sector. She also served as the Washington advocate for Girls Scouts of the USA. Sally started her career on Capitol Hill working for former Rep. Louise Slaughter as her Legislative Director and then Chief of Staff.

Ms. Schaeffer holds a B.A. in Political Science from Hood College in Frederick, Maryland and a Master’s in Public Administration from the Fel’s School of Government at the University of Pennsylvania.

Sally is the past President of the nonpartisan Women’s Congressional Golf Association, and member of Women in Government Relations. She was named by The Hill as a Top Lobbyist for 2021 and 2022 and also named Top 100 Lobbyist in 2022 by The National Institute for Lobbying & Ethics.
John M. Hayes

John M. Hayes is Senior Vice President of Charitable Estate Planning & Estate Settlement for the American Heart Association, where he has championed the organization’s mission for more than 18 years. John leads the association’s nationwide efforts to obtain charitable contributions of non-cash assets and deferred charitable estate donations. Additionally, he oversees a comprehensive nationwide marketing program; technical gift planning training; charitable gift annuity and charitable trust asset management; and stewardship and cultivation of more than 5,000 donors through the Paul Dudley White Legacy Society, all contributing to the association’s estate settlement revenue.

John earned his B.S. degree in business finance/management at Colorado Christian University where he met his wife his freshman year. They have been together for 34 years and have two sons. John also attended the College for Financial Planners (CFP) in Denver and earned his planned gift credentials (CFRM) at the Indiana University Lilly Family School of Philanthropy in Indianapolis.
Nancy M. Brown, M.S., CFRE

Nancy M. Brown, M.S., CFRE, is the president/CEO of the Winona Community Foundation in Winona, MN. She has more than twenty-seven years’ experience in the nonprofit sector including work in higher education and healthcare fundraising and charitable estate planning. Brown is a fierce advocate for building strong communities by growing philanthropy. Her mission is to demonstrate that everyone has the capacity to make the world a better place through giving in all its forms.

Brown is an AFP Master Trainer and a frequent presenter to AFP chapters, local nonprofit organizations. She was an instructor in the Master’s in Philanthropy and Development programs at both Saint Mary’s University of Minnesota and LaGrange College in Georgia. She is an active volunteer with AFP Global and is currently the past-chair of the AFP PAC board and member of the U.S. Government Relations committee.

Brown has master’s degree in nonprofit administration from the University of Notre Dame and a bachelor’s in journalism from the University of Wisconsin-Madison.
Ericka L. Webb

Ericka L. Webb is the Executive Director of Gift Planning at Boston College. She oversees all aspects of the gift planning program and works closely with donors, their advisors, staff, and University leadership to increase philanthropic support to the University through planned gifts. She was Director of Gift Planning and Endowment for the WGBH Educational Foundation for more than four years. Prior to joining WGBH, Ericka worked in the planned giving offices at both Harvard University and Beth Israel Deaconess Medical Center.

Ericka earned her bachelor’s degree in international relations from American University and a master’s in education from Harvard University. She served as a Peace Corps Volunteer in Chad, Africa, where she worked on community health education and other initiatives. She is on the board of both the Hibel Family Foundation Planned Giving Initiative and the National Association of Charitable Gift Planners. She is also a member and past president of the Planned Giving Group of New England (PGGNE).
Cathy R. Sheffield, CAP®, CSPG®, CFRE

Cathy’s passion is helping nonprofits raise more mission-critical dollars. Cathy is a recognized charitable giving thought leader with 25-years experience. Cathy serves as the Chief Advancement Officer of Lena Pope in Fort Worth, Texas and is also the founder of ThinkGiving, a boutique philanthropic advising group working with individuals and nonprofits to maximize charitable gifts.

Cathy serves on the American Council on Gift Annuities Board of Directors as the VP of Programs, was the 2017 Board Chair of the National Association of Charitable Gift Planners, and is the immediate past president of the Fort Worth Metro Chapter of AFP. Cathy is a member of the faculty for the American Institute for Philanthropic Studies’ Certified Specialist in Planned Giving designation program and is a national study group moderator for The American College of Financial Services Charter Advisor in Philanthropy® program. Cathy is the co-host of the podcast Charitable Chit Chat with Cathy & Claire. Cathy was honored by the Fort Worth Metro Chapter of the Association of Fundraising Professionals with the Benjamin Franklin Award for Outstanding Professional Fundraising Executive.

Cathy received her MBA from Texas Christian University (Go Frogs!) and her undergraduate degree from North Dakota State University (Go Bison!).

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Description

Contributors

Lisa Chmiola, M.S., CFRE, CSPG

Sally Schaeffer

John M. Hayes

Nancy M. Brown, M.S., CFRE

Ericka L. Webb

Cathy R. Sheffield, CAP®, CSPG®, CFRE