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Workshop Training or Seminar

WVDO Development Series

Legacy Emanuel Medical Center, Lorenzen Conference Center, Lower Level 2801 N Gantenbein Ave.
Event Contact Person: Melanie Shaw

About this event

This event is provided by WVDO

WVDO Development Series:
Successful Merging of Planned Gift and Major Gift Programs

Today, more and more development programs are exploring the advantages of
merging their planned gift programs with their major gift programs. Strong
advantages include strengthening ­the donor relationship, eliminating the
need for major gift donors to move to a new planned giving officer and the
potential salary savings. Recognizing the importance of the donor
relationship, many development programs are now moving in this direction.

This combination of programs can result in the need to train major gift
officers in the basics of planned giving (or training the planned gift
officers in the basics of major gifts). In either case, some ground rules
are easily learned. A basic planned giving program requires a a strong
attention to detail, an ability to listen for clues that might lead to the
involvement of a more advanced planned giving officer, and an ability to work
with donors as they some of the most important decisions of their lives.

This presentation will include advantages of merging the two programs as well
as basics in both planned gifts and major gifts. Planned giving techniques
will be emphasized and will include bequests, living trusts, life income and
other planned gift descriptions. Creation of a basic planned giving program
for smaller non-profits­ as well as probate and the settling of an estate
will also be included. Finally, the expectancy list will be defined as well
as guidelines for the creation and maintenance of the expectancy list will be

Presenter: Mary Anne Rees, Ph.D.

Mary Anne Rees has 20 years of development experience, including 16 years as
a planned giving officer. Prior to her development work, she served as an
academic administrator and CEO of a major professional school in higher
education. This broad work experience has given her an ability to view
development and other work organizations from many perspectives. Her Ph.D. in
music and higher ed administration was obtained from the University of

She currently serves as the development officer for The CMS Fund, the
philanthropic arm of a national music organization for music faculty in
higher education. Previous positions include serving as chief planned giving
officer for Portland State University and the Archdiocese of Portland. Her
major gift experience was obtained in Pennsylvania at West Chester
University. Academic administrative posts were held at Ithaca College,
Northwestern University and West Chester University. She began her career as
an Assistant Professor at Willamette University.

Mary Anne is also a musician, piano teacher and a volunteer at Legacy Mt.
Hood Hospital.