Documenting Gift Agreements: Getting Everybody on the Same Page
Tuesday, February 14th 12:00pm - 1:00pm
Online via Zoom
"Binding pledge agreement" - three words that can strike fear into the heart of even the most experience fundraiser. But why? signing the final documents to close a gift should be the easiest and most fulfilling part of the process, not the most challenging. From donor advised funds and multi-year payments to unclear roles and responsibilities, we tackled it all. Learn how the Fred Hutchinson Cancer Research Center took the siloed individuals working on gift agreements, fund codes and recognition and transformed them into a more cohesive, confident and effective team. Everyone from the Office of General Counsel, to the Finance Department, to the fundraisers work on the same page, ensuring donors have a seamless experience.
Lauren M. Gersch, JD | Fred Hutchinson Cancer Research Center
Lauren M. Gersch, JD, currently works at Fred Hutchinson Cancer Research Center as the Trusts and Estates Manager. In this role, she manages Fred Hutch’s open estates and trusts, and life income gift program. She also generates proposals and essential planned gift documents for prospects, benefactors and allied professionals. Prior to Fred Hutch, Lauren managed a small, community foundation. After more than fifteen years in nonprofit work, Lauren can say one thing with certainty – planned gifts make the best stories!