Two issues vex legacy professionals everywhere:

1. Supporters have expressed interest in leaving a bequest for your organization, perhaps even sharing that they definitely plan to do so. Then….radio silence. Did they ever complete their gift?

2. Many bequests are realized from donors (or even non-donors) who never notified you of their gift during their lifetime. Why? How can we encourage donors to share their plans? Are these “unknown” donors different from our known donors in ways that might help shape our messaging and outreach?

In our discussion, we will identify what we as fundraisers can control in the legacy giving process, identify what we can’t, and explore how to apply this learning to better allocate our time and resources.

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Wednesday - September 14, 2022

11:30 a.m. Networking

Noon Program and Lunch

Advance reservations are required

VIRTUAL

CGP Tampa Bay Members - $10.00

Guests - $15.00

Please register to be sent the link/code to join the Session.

IN-PERSON and LUNCH

CGP Tampa Bay Members - $20.00

Guests - $30.00

Meeting will be held: Community Foundation Tampa Bay - 110 Central Avenue, St. Petersburg FL 33701

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ANNUAL SPONSORS:

Community Foundation of Tampa Bay

Johns Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

TOP Jewish Foundation

USF Foundation, Office of Gift Planning

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SPEAKER BIO

Tracy Malloy-Curtis has more than 20 years of experience in fundraising for advocacy and social justice organizations, with a primary focus on legacy giving and major gifts. She has worked at the ACLU, Citizen Action, International Rescue Committee, and other national and international organizations. At Mal Warwick Donordigital, an employee-owned, social justice-focused B Corporation providing integrated direct marketing services, she directs the legacy giving consulting division. Offering broad planned giving program development services, Tracy manages cross-channel legacy marketing programs for City of Hope, Ocean Conservancy, Special Olympics, Anti-Defamation League, International Planned Parenthood Federation, PETA, Sempervirens Fund, Children’s Hospital of Philadelphia, and others.

She has a JD cum laude from Case Western Reserve School of Law, where she was the publisher of the Law Review. In her spare time, Tracy likes to spend time discussing the intricacies of Minecraft with her teenage son,  garden, knit, protest, and rescue more companion animals to add to her menagerie.