While drafting trusts as a new attorney, Kari discovered the power planned giving has in making a difference in the life of the donor, the recipient nonprofit, and the community. Her career transitioned into 25 years of fundraising and leadership experience in the nonprofit, healthcare, and education sectors. Kari has a passion for developing leadership, building a culture of philanthropy, and elevating the practice of governance. In her work as a consultant, she is able to engage all three of these disciplines to help nonprofits flourish and strengthen the impact they have on the world.
As an associate vice president at BWF, Kari utilizes her wealth of experience including her expertise in planned giving, principal gifts, campaign planning, and board development to support and guide nonprofits primarily located in the Midwest region.
Kari has been a panelist or presenter at numerous regional professional workshops including AFP-MN and MGPA, where she is currently a board member.
“The secret of getting ahead is getting started.” Mark Twain
Kari enjoys spending her free time with her husband Mark and their two sons, enjoying a good meal with friends, traveling as much as possible, and beekeeping.
It is widely understood that planned giving can play a crucial part of any comprehensive fundraising program. However, lack of confidence often leads gift officers to avoid the topic when interacting with donors. This article explores three ideas that development leaders can use to help their staff, and even themselves, feel more at ease with planned giving concepts.
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Are you ready to build or optimize your planned giving program? Planned giving programs do not need to be overly complicated but they do require intentional and consistent planning to be successful. A nonprofit can start with a simple, well-run program and then layer complexity as future needs merit. Here are 7 steps to build—and sustain—a planned giving program.
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