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Gifts Can Be Dangerous: How & Why Gift Acceptance Policies & Procedures are Really Superheroes

Mid-America Planned Giving Council

Friday, October 13, 2017 from 8:00 AM to 9:30 AM (CDT)

Gifts Can Be Dangerous:  How & Why Gift Acceptance...

Ticket Information

Ticket Type Sales End Price Fee Quantity
MAPGC members   more info Oct 13, 2017 Free $0.00
Non-Member - all guests (even first time) must pay for this event   more info Oct 13, 2017 $25.00 $2.24

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Event Details

A good superhero never goes into a dangerous situation without his or her cape and a plan. Similarly, nonprofits should not accept gifts without an acceptance structure or plan outlining what assets they will, or will not, accept. In this presentation, Cathy R. Sheffield will discuss the primary functions of an organization’s gift acceptance policies and procedures – its “superhero.”

Topics to be presented:

  • Highlight considerations that should go into creating gift acceptance policies and procedures. 
  • Outline the contents of thorough gift acceptance policies and procedures.
  • Explore the importance and role of gift acceptance committee to review gifts to your organization in conjunction with gift acceptance policies. 

Agenda (NOTE CHANGE OF TIME):

8:00 – 8:30 am - Registration/Breakfast
8:20 am - Announcements
8:30 – 9:30 am  - Program

Presenter: Cathy Reagan Sheffield, MBA, CAP, CFRE

Cathy is a fundraising executive with over 20 years experience, specializing in major gifts and gift planning. She is President of ThinkGiving, a consulting firm based in Fort Worth, Texas, which specializes in strategic philanthropy for nonprofits and individuals and in providing leadership and comprehensive major and planned gift consulting services to nonprofit organizations of all sizes. Cathy is also a Vice President with Thompson & Associates, offering estate planning services to nonprofits.  Cathy has experience in healthcare and education for organizations such as All Saints Health Foundation, Texas Health Resources Foundation, Cook Children’s Health Foundation, Texas Christian University, The University of Texas at Arlington and the American Diabetes Association. Prior to living in North Texas, Cathy lived in Washington, DC and worked on Capitol Hill for United States Senator Byron L. Dorgan of North Dakota.    

Cathy is the current Chair of the National Association of Charitable Gift Planners (formerly the Partnership for Philanthropic Planning), served as the 2015 Chair of the National Conference on Philanthropic Planning. Cathy is also a member of the CGP Leadership Institute, a program that provides education, networking and service opportunities for the nation’s most experienced charitable planners. Locally, Cathy is a member and past president of the Lone Star Council of PPP (Fort Worth) and a member and past officer of the North Texas Chapter of PPP (Dallas). In 2015, Cathy was honored by the Fort Worth Metro Chapter of the Association of Fundraising Professionals with The Ben Franklin Award for the Outstanding Professional Fundraising Executive, the highest professional honor she has received. In May, 2017, Cathy was given the Star Award from the Lone Star Council of Charitable Gift Planners for outstanding service to the council and profession.  

Cathy received her MBA from Texas Christian University’s Neeley School of Business and a Bachelor of Science from North Dakota State University. Cathy is a Chartered Advisor in Philanthropy (CAP®), Certified Specialist in Planned Giving (CSPG), and a Certified Fundraising Executive (CFRE).

Have questions about Gifts Can Be Dangerous: How & Why Gift Acceptance Policies & Procedures are Really Superheroes? Contact Mid-America Planned Giving Council
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When & Where


Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110

Friday, October 13, 2017 from 8:00 AM to 9:30 AM (CDT)


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Organizer

Mid-America Planned Giving Council

The Mid-America Planned Giving Council (MAPGC) helps local fund development and estate planning professionals improve and maintain their charitable gift planning skills while providing a unique environment to get to know the people and issues that impact planned giving in the Greater Kansas City area.  See why MAPGC would be beneficial to your career.

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Gifts Can Be Dangerous: How & Why Gift Acceptance Policies & Procedures are Really Superheroes
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