Reviews - View Item

Lynn

Ierardi

Lmierardi@gmail.com

ierardi---headshot.png

Gift Planning Advisor, LLC and Charitable Solutions, LLC

Philanthropic Advisor / VP, Real Estate

Lynn Malzone Ierardi, JD is a nationally recognized expert in charitable gift planning, specializing in gifts of noncash assets. She provides strategic guidance to donors, professional advisors, and charitable organizations through her firm, Gift Planning Advisor, LLC, and serves as Vice President of Real Estate Gifts with Charitable Solutions, LLC. Lynn has strengthened gift planning programs at leading institutions including the American Heart Association, the University of Pennsylvania and Penn Medicine, and NYU Langone Health. Earlier in her career, she served as Vice President with the Merrill Lynch Center for Philanthropy and practiced trusts and estates and real estate law. As a dedicated volunteer leader, Lynn served as 2019 Board Chair of the National Association of Charitable Gift Planners and currently serves as a member of the CGP Leadership Institute and Co-Chair of the CGP Mentor Program. She has also held leadership positions with CGP Councils in New Jersey and Philadelphia. As a dynamic national speaker, Lynn has presented at conferences, meetings, and webinars on a variety of estate and gift planning topics—including gifts of noncash assets. One of her favorite topics is storytelling, which she explores in-depth in her book, Storytelling: The Secret Sauce of Fundraising Success.

New York

NY

Leadership Institute, Past CGP Board, CGP Conference Speaker, Other - Write In

Co-Chair CGP Mentor Program

Determined on a case-by-case basis. Please contact me for more information.

Gift Design, Current Events, Marketing/Cultivation, Case Studies, Integrated Planning, To be determined with Council, Other

Other programs as requested by Councils

Gifts of Non-Cash Assets

More than 90% of America’s wealth is held in assets and NOT cash. Does your organization say “no” to gifts of non-cash assets? Do you encourage your donors to consider non-cash gifts? While it’s easier in many ways to focus on gifts of cash, charities that encourage and accept gifts of non-cash assets raise more money. This fact has created a wave of interest in charitable gifts of non-cash assets. The latest tax law changes (effective in 2026) have also added to this interest as donors consider philanthropic opportunities and strategies. Both charities and donors can enjoy the benefits of a non-cash asset program that includes gifts of real estate, business interests, cryptocurrency, and more. In this session, you will hear about some unusual recent gifts, learn more about the steps you can take to build and manage a robust non-cash assets program, and position your organization to say “Yes!” to these gifts.

Gift Design, Marketing/Cultivation, Integrated Planning, Public Awareness Program, To be determined with Council, Other

Seizing the Campaign Moment: Elevating Gift Planning for Greater Impact

Campaigns create urgency and momentum—yet gift planning is often underutilized during these pivotal moments. This session explores how to intentionally integrate gift planning into active and upcoming campaigns in ways that resonate with leadership, colleagues, and donors—while advancing your campaign goals and priorities. Participants will learn to: Confidently position gift planning as a strategic campaign component Recognize campaign milestones that create natural opportunities for gift planning Collaborate effectively across development teams to position gift planning as an extension of major and leadership gifts—not an afterthought Integrate gift planning into campaign strategy and donor conversations in practical, achievable ways Identify campaign moments that open the door to deeper donor conversations Whether your campaign is in early planning, the “silent” phase, or you are already well underway, you’ll leave with actionable strategies you can apply immediately to increase the visibility and overall impact of your gift planning program.

Marketing/Cultivation, Integrated Planning, To be determined with Council, Other

Storytelling: The Secret Sauce of Fundraising Success

Nonprofit organizations have amazing stories to share – stories of perseverance, fortitude, profound impact, and generosity. Stories are at the core of why nonprofit organizations exist. There is scientific research that confirms good storytelling is one of the most powerful ways to communicate, to engage stakeholders, and to influence behavior. It’s especially important for effective fundraising. But what makes a good story? With the right recipe, storytelling can be the secret sauce of your fundraising success. What ingredients engage the audience and have an impact? Some ingredients are essential. You just can’t make a good sauce (or gravy as some call it) without tomatoes. In this interactive session based on Lynn’s recently published book on Storytelling: The Secret Sauce of Fundraising Success, you’ll hear about what it takes to become a storytelling gourmet and refine your own storytelling recipes.