June 5, 2019 Breakfast Meeting- Donors: The Good Ones and the Ones that Got Away – A Planned Giving Perspective

June 5, 2019 @ 7:30 am – 9:00 am
Arizona Inn
2200 E. Elm Street
Members: $25 Guests: $40

Donors: The Good Ones and the Ones that Got Away – A Planned Giving Perspective

June 5, 2019

Mary Louise Luna, Director of Planned Giving, Philanthropic Services, Community Foundation of Southern Arizona

Program: After years of working with estate giving prospects and donors Mary Louise Luna has accumulated quite a collection of successes and “non-successes.” During this session attendees will learn the clues that may determine how the donor relationship will conclude. Participants will also come away with tips on how to avoid the major roadblocks. Whether you are working with a prospect capable of contributing $1,000 or $10,000,000, you will learn how incorporating good stewardship leads to successful fundraising. Join us for an interesting conversation sure to provide you with practical ideas for making each donor feel their gift is important to your organization.

Speaker: Mary Louise Luna is Director of Gift Planning for the Community Foundation of Southern Arizona. She is works with professional advisors in the community, assisting them with the philanthropic portions of their clients’ estates, and assisting nonprofit organizations in their work with prospective planned gift donors. Mary Louise also manages the Professional Advisory Committee at CFSA.

For over 20 years, Mary Louise’s career has focused on fund development, with primary responsibility for legacy gifts. She previously served as Planned Giving Officer for the Carondelet Foundation where she managed a large portfolio of donors and prospective donors, and has worked extensively with many of southern Arizona’s professional advisors.

Mary Louise is a member of the Association of Fundraising Professionals and the Planned Giving Roundtable of Southern Arizona. She is co-founder of the Caregiver Consortium in Tucson and has served as the Chair for AFP’s National Philanthropy Day. She holds a B.A. and M.A. from Catholic University of America.

Register by Friday, June 1, 2019- No-shows with reservations will be billed

Do you have a member prospect you would like to invite? View our Invitation policy!

Posted in .