Monday, March 14th 12:00pm - 1:30pm
Online via Zoom
Every small non-profit should have a Legacy Program – a gifting program that encourages donors to make a gift through their will. Hmmm . . . easier said than done! Many small non-profits have few dedicated planned giving fundraisers and often the investment to hire outside groups to assist is cost prohibitive. Explore with us tools, resources, and strategies to create a Legacy Program that “fits” your organization and your budget. Let’s talk about how to prepare language and respond to your donors; how to encourage estate gifts through your current publications and website; and how to train everyone in your organization to talk about making a gift through a will. Pick and choose the ideas and strategies that will best help your organization manage a successful legacy program.
Marcie Hinthorne, JD
The Nature Conservancy
Marcie Hinthorne, JD, joined The Nature Conservancy in June of 2019. As a Regional Gift Strategist, she works with philanthropy teams to provide strategic guidance and tax expertise to build gift plans that provide financial and tax benefits for the Conservancy’s donors. Marcie works across the Pacific Northwest in the states of Washington, Alaska, Oregon, Idaho, Montana, Nevada and Utah.
Marcie previously provided technical expertise in estate and gift planning at the University of Washington as the Director of Planned Giving for 23 years. As a fundraiser with the university, Marcie was responsible for working with all frontline fundraisers across the UW campus and assisting them with securing major and planned gifts funded with complex assets. Marcie’s experience also includes partnering with her colleagues to analyze tax and financial data to prepare gift strategies for prospective donors that consider financial and philanthropic goals of the donor, as well as providing training and coaching for UW’s fundraisers. Marcie earned her B.A. in Business Administration – Finance (University of Oklahoma),a M.B.A. (University of Oklahoma) and her J.D. (University of Oklahoma).
Sarah Freeman
National Audubon Society
Sarah Freeman has worked in public media and fundraising since 2010, previously at KCTS 9 Public Television. She joined KUOW in 2016 to help build the station's monthly Evergreen Membership program. In 2018, she changed roles to become the station's first Planned Giving Officer. Sarah currently works for the National Audubon Society as the Senior Manager of Development in Washington State.
Sarah earned her B.A. in English and French Literature from Western Washington University in 2004. She later earned a Master of Arts in Comparative Literature at The University of Connecticut where she remained to teach English Composition and World Literature for four years.