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Redefining Success - Major and Planned Gifts in a Socially Distanced World

Please join Washington Planned Giving Council for a thoughtful discussion with three leaders in major gifts fundraising. Each will share how the pandemic has affected their organization, how they have had to personally pivot, and the successes (and challenges) they have met.

WPGC is thrilled to have a diverse group of organizations represented, each with a unique set of challenges brought on by the pandemic. To make this relevant to a large audience we have social services, medical/education, and the performing arts represented. Please share this invitation widely as this will be helpful to all in the fundraising community.

Monday, October 12th at 12:00 p.m

CE available for CFP, CLE, CPA, and CFRE

If there are specific things you’d like us to discuss in the panel, please email us your questions to office@wpgc.org. We know you will find this inspirational and can take actionable ideas back to your office and teams, virtual or not!


Moderator:

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Andrea Grosso Kaempf

Vice President and Financial Advisor

Bernstein Wealth Management

Endowment and Foundation Practice

Andrea is a 25 year veteran of the planned giving, trust and estate planning field. She is a senior Financial Advisor specializing in complex business transactions, tax planning, and integrated money management. In addition to leading the Idaho market, Andrea leads the Women's and Foundation/Endowment Practices for the Pacific Northwest. Previously, she served in national executive and regional fiduciary executive roles at Bank of America, US Bank, and Wells Fargo.

Andrea earned a Certified Trust and Financial Advisor (CTFA) designation, Series 7/66/33 and is a CFA Foundations Certificate holder. She is a member of the Seattle Estate Planning Council and is Past President of East King County Estate Planning Council. Andrea sits on the Boards of Washington Planned Giving Council and Women Business Owners and is a frequent speaker on

Social Impact / ESG investing, Asset Allocation trends for Nonprofits, and educating women on complex alternative investment concepts that lead to direct investments in women owned companies.

A proud WSU grad, Andrea is from Kitsap County and Gig Harbor and she lives in Normandy Park with her family.


Guest Panelists

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Maria Kolby-Wolfe

Director of Development and Communications

Northwest Immigrant Rights Project

Maria Kolby-Wolfe, Director of Development and Communications for the Northwest Immigrant Rights Project (NWIRP), serves on the board of TeamChild and on board committees for both the Rainier Valley Food Bank and the Washington State Bar Association’s Access to Justice Board. Previously Maria worked as Director of Development for Path with Art and ACT Theatre, and in other fundraising roles with the Seattle Symphony Orchestra, the Museum of Pop Culture, and Swedish Medical Center Foundation. Maria was raised in Bellingham, WA, graduated from the University of Puget Sound, and achieved doctoral candidacy in American History at Northwestern University. Her passions and beliefs align directly with her work: Food, Art, and Justice for All.


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Don Theophilus

Chief Advancement Officer and Vice President for Medical Affairs

UW Medicine

Don began his role as chief advancement officer and vice president for medical affairs in September 2014, overseeing fundraising for UW Medicine, which includes Harborview Medical Center, UW Medical Center, Northwest Hospital & Medical Center, Valley Medical Center, UW Neighborhood Clinics, UW Physicians, UW School of Medicine, Airlift Northwest and a major partnership with Seattle Cancer Care Alliance and its partners. He works closely with UW Medicine administration, faculty, volunteers and partners across campus to raise money from local, national and international donors in furtherance of UW Medicine’s mission to improve the health and well-being of the public.

Don earned his law degree from the University of Washington School of Law and his bachelor’s degree from University of Puget Sound. After practicing law, Don began his fundraising career at UW, working in UW’s Human Interface Technology Laboratory. In 1995, he moved to the University of Michigan and initially worked in corporate and foundation relations (CFR) at the College of Engineering. He then moved to the University’s central CFR office and ultimately led that function. In 2000, he joined the University of Colorado Foundation as vice president for corporate and foundation relations across the four-campus system. Before joining UW Medicine, Don worked for almost 11 years as Swedish Medical Center Foundation’s executive director and president.

In his spare time, Don enjoys travelling, hiking, skiing and other outdoor activities, preferably with his family.


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Greg Whitney

Director, Major Gifts & Individual Giving

Food Lifeline

Greg initially began his work at Food Lifeline in 2015 to successfully build a major gifts program for the completion of a $32 million capital campaign, then worked to build upon those efforts in support of the organization’s annual operations. While he continues to manage the planned giving program and maintain a major gift portfolio his position has grown to lead the Individual

Giving Team of 6 staff members – facilitating and inspiring the team around the organization’s vision and mission, professional development, equity and diversity work, and building and maintaining best practices around the fundraising database, other IT systems and fundraising administration.

Before starting at Food Lifeline in 2015, Greg worked for over 25 years in the nonprofit sector including positions at the YMCA of Greater Seattle, Millionair Club Charity, United Way of King County, Rotary First Harvest, and the Edmonds Boys and Girls Club.

Greg is a past President for Washington Planned Giving Council, a member of Association of Fundraising Professionals, a Past President of the Rotary Club of West Seattle, and is a strong advocate for supporting the human services field within our community.

Greg is a Seattle native and has been married for over 30 years with 2 children (and 1 rescued dog). In his free time he enjoys spending time with his family, traveling, gardening and playing/watching/coaching all types of sports - soccer, football, basketball, baseball/softball, snowboarding and windsurfing.


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Frank Stilwagner

Director of Advancement

Village Theatre

Mr. Stilwagner has worked in the arts industry since 1987 on stage, behind the scenes, and in administration. A graduate of Illinois Wesleyan University, he worked in Chicago theatre for 10 years, prior to moving to Seattle. In addition to holding the positions of Director of Development and Director of Marketing at Village Theatre, as Director of Advancement he currently oversees both the Fundraising and Marketing departments. Throughout his career in the Pacific Northwest, Mr. Stilwagner has work for: Flying House Productions (home of Seattle Men’s Chorus & Seattle Women’s Chorus), Executive Director; Kirkland Performance Center (KPC), Marketing & Communications Director; ArtsWest, Marketing Director and assisted on the capital campaign to build the Theatre in the West Seattle Junction. Mr. Stilwagner co-chairs, and was one of the originators of 4Culture’s Fundraising for the Arts coalition; and co-chaired 4Culture’s Market the Arts Coalition during his tenure in Marketing for KPC and Village Theatre.


Sponsors

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