The University of Texas MD Anderson Cancer Center
Director - Trusts, Estates & Gift Planning
6900 Fannin, 6th Floor
Houston, TX 77030
Houston, TX 77030
Cindy Atmar, CFRE, is a speaker and practitioner in the field of philanthropic leadership and planned giving. With more than 25 years of fundraising and management experience, she has served in regional and national capacities for the American National Red Cross, CHRISTUS Santa Rosa Foundation, Juvenile Diabetes Research Foundation and the Leukemia & Lymphoma Society. Ms. Atmar is Director of Trusts, Estates and Gift Planning at the University of Texas MD Anderson Cancer Center in Houston. Ms. Atmar is an active member of the National Association of Charitable Gift Planners, currently serving on the national board. She is past President of the Houston CGP Chapter and was twice Chair of the local CGP Conference. She has served on the Association of Fundraising Professionals San Antonio Chapter board, was Founding Chair of Community Health Charities of Texas, and Founding Chair of the Planned Giving affinity group of the National Association of Cancer Center Development Officers. A cum laude graduate of UMass Boston and Certified Fundraising Executive since 2003, she enjoys traveling, reading and real estate. She and her husband Richard, a third generation Houstonian, also enjoy time with their teenage son, Jack, and theirGerman Shepherd, Gretel.
CGP Board, CGP Conference Speaker
Digital Download V2 0171Cindy Atmar Headshot1412 KB
Title of Presentation 1
Harnessing the Power of Blended Gifts
Blended giving is a fundraising concept that is discussed widely within the philanthropic community these days. But what exactly is a blended gift and how does a nonprofit best structure their development office to market, solicit and receive such gifts? It is important to understand the many ways a donor can make a blended gift, and where to focus limited time and resources to maximize fundraising efforts. For purposes of this presentation, a blended gift is simply a gift that involves an outright donation along with a deferred component. This could be an outright gift of cash, securities or other property in addition to notification that a charity has been named in a will or as a beneficiary of an insurance policy or retirement account, or any combination of these or other current and future gifts. We refer to these as “now and later” gifts. It involves helping donors make their best gifts based on age, wealth, stage in life and other factors while meeting nonprofits’ current and future needs. Who, What & Why While anyone has the ability to make a blended gift, the target age group for doing so is the baby boom generation, and for many reasons. These donors who were born between 1946 and 1964 represent 28% of the U.S. population, nearly 76 million Americans. In 2016 the first of the baby boomers turned 60, an age where they are either in their peak earning and spending years, have retired early, or begun to seriously consider retirement. As a whole, baby boomers have the time and the assets to support their favorite nonprofit organizations. They have the income, savings and other resources to make a blended gift, so the job of nonprofits is to be educated about how to create, market and be comfortable discussing such gifts. Check out these facts from the Masterworks blog, comparing Boomers with Millennials: “Ignore Us Boomers At Your Own Peril”. Some facts about Boomers: • They control 80% of all financial wealth in the US. • They have $46 trillion. • They spend 78% of all dollars spent online. • They give nearly half of all philanthropic giving from individuals. • They are 33% more generous than older donors were at the same age. Helping donors structure their gifts in creative ways that are donor-centric and maximize impact should be the goal of any blended giving strategy. Keep in mind that at this stage in life, your target donors may be concerned about wealth preservation or outliving their money but still want to participate in their favorite organization’s campaigns and other programs. At the same time, their favorite nonprofits may have tapped out their largest donors so blended gift may be the solution.
Title of Presentation 2
Private Foundations & Donor Advised Funds
What is the difference between a private foundation and a donor-advised fund? How are they similar? What are the benefits to your donors and clients of each? This presentation explores the two giving vehicles and why we are seeing such tremendous growth in DAFs.
Title of Presentation 3
Elder Abuse is on the Rise - What Gift Planners Should Know
1 in 6 older Americans will be affected by some type of elder abuse. As the baby boomers grow older this statistic is likely to increase. Gift Planners need to be aware of the signs of elder abuse, know what to do if we suspect it is happening to a donor or client, and be cognizant of how our interactions with older clients and donors might be perceived. Two common types of abuses we may see are financial and neglect. Financial abuse includes illegally misusing an older person’s money, property or assets. Neglect includes the failure to meet an older person’s basic needs, such as food, housing, clothing and medical care. As fundraisers and financial advisors, we are in a unique position to observe and help prevent elder abuse and we should be informed about this serious issue.
Presentation Topic Areas
Current Events, Marketing/Cultivation, Integrated Planning, To be determined with Council, Other
Other - Write In
I am happy to work with you to develop and topic that is of interest to your specific council.
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