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DTSTART:20260915T130000Z
DTEND:20260915T140000Z
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SUMMARY:Nonprofit Roundtable: Essential Elements of Successful Planned Giving Programs
DESCRIPTION:Whether your organization is starting a planned giving program or refreshing an existing one\, success depends on following proven practices that help staff and board members effectively engage and grow the donor base. No matter the size of the organization\, strong programs are built on a core set of essential elements.\nJoin Katrina Pipasts\, CSPG\, Foundation & Institutional Advisors for Northern Trust as she outlines the essential elements of a successful planned giving program. \n\n\n\nKatrina Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients. She works with a variety of nonprofits to develop and implement best practices for successful planned giving programs.\n\nKatrina joined Northern Trust in 1998 and spent six years as a Senior Equity Index Portfolio Manager overseeing a team of portfolio managers managing pension\, foundation and endowment assets in customized equity index portfolios. She started her professional career in 1988 at ANB Investment Management & Trust Company.\n\n\n\nKatrina earned her M.A. in philanthropy and nonprofit development at the University of Northern Iowa. She received her B.S. degree in mathematics and statistics from the University of Western Ontario and her B.B.A. in accountancy from Western Michigan University. She earned her Certified Specialist in Planned Giving (CSPG) designation at the American Institute for Philanthropic Studies at California State University Long Beach.\n\nKatrina is a member and past Treasurer of the Chicago Council on Planned Giving and is the 2024 recipient of their prestigious Jonathan Heintzelman Service Award. She currently serves as Treasurer of the Latvian Foundation and President Emeritus of Apollo's Fire Chicago\, and previously served as President of the Board of Directors of Brickton Montessori School.
X-ALT-DESC;FMTTYPE=text/html:<p><span style="font-size:14px\;">Whether your organization is starting a planned giving program or refreshing an existing one\, success depends on following proven practices that help staff and board members effectively engage and grow the donor base. No matter the size of the organization\, strong programs are built on a core set of essential elements.</span></p>\n<span style="font-size:14px\;">Join&nbsp\;Katrina Pipasts\, CSPG\, Foundation &amp\; Institutional Advisors for Northern Trust as she outlines the essential elements of a successful planned giving program.&nbsp\;<br />\n<img alt="" height="262" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/2083/Image/KatrinaPipastas.JPG" style="width: 250px\; height: 262px\;" width="250" /></span><br />\n<span style="font-size:11.0pt\;">Katrina Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients. She works with a variety of nonprofits to develop and implement best practices for successful planned giving programs.</span><br />\n<span style="font-size:11.0pt\;">Katrina joined Northern Trust in 1998 and spent six years as a Senior Equity Index Portfolio Manager overseeing a team of portfolio managers managing pension\, foundation and endowment assets in customized equity index portfolios.&nbsp\;She started her professional career in 1988 at ANB Investment Management &amp\; Trust Company.</span><br />\n<br />\n<span style="font-size:11.0pt\;">Katrina earned her M.A. in philanthropy and nonprofit development at the University of Northern Iowa. She received her B.S. degree in mathematics and statistics from the University of Western Ontario and her B.B.A. in accountancy from Western Michigan University. She earned her Certified Specialist in Planned Giving (CSPG) designation at the American Institute for Philanthropic Studies at California State University Long Beach.</span><br />\n<span style="font-size:11.0pt\;">Katrina is a member and past Treasurer of the Chicago Council on Planned Giving and is the 2024 recipient of their prestigious Jonathan Heintzelman Service Award. She currently serves as Treasurer of the Latvian Foundation and President Emeritus of Apollo&rsquo\;s Fire Chicago\, and previously served as President of the Board of Directors of Brickton Montessori School.</span><br />\n<br />\n&nbsp\;
LOCATION:Worcester Regional Chamber of Commerce 311 Main Street\, Suite 200 Worcester\, MA 01608
UID:e.2083.20943
SEQUENCE:3
DTSTAMP:20260723T042306Z
URL:https://business.worcesterchamber.org/events/details/nonprofit-roundtable-essential-elements-of-successful-planned-giving-programs-20943
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