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Nonprofit Roundtable: Essential Elements of Successful Planned Giving Programs
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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.
Join Katrina Pipasts, CSPG, Foundation & Institutional Advisors for Northern Trust as she outlines the essential elements of a successful planned giving program.
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.
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. She started her professional career in 1988 at ANB Investment Management & Trust Company.
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.
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’s Fire Chicago, and previously served as President of the Board of Directors of Brickton Montessori School.
Nonprofit Roundtable: Essential Eleme...
Date and Time
Tuesday Sep 15, 2026
9:00 AM - 10:00 AM EDT
Location
Worcester Regional Chamber of Commerce
311 Main Street, Suite 200
Worcester, MA 01608
Contact Information
Stefanie Silva, Director of Programs and Events
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