Aquanetta Betts, J.D., CAP, AEP, CFRE

Director of Planned Giving

Office of Advancement and Alumni Relations
4400 University Drive MS 1A3
Fairfax, VA 22030
United States

abetts2@gmu.edu

Aquanetta Betts joined George Mason University in September 2022, where she is the Director of Planned Giving. Prior to joining George Mason University, she served for nearly five years as the Senior Executive Director of Planned Giving for World Vision (eastern region of the U.S.). Before her planned giving roles within organizations, Aquanetta worked for 11 years as an estate planning attorney, helping clients by drafting planned giving and estate agreements that reflected their charitable intent. Her practice was focused on wills, trusts, and estates. She is a licensed attorney in the District of Columbia and Maryland. Aquanetta has served as a pro bono attorney for several nonprofit organizations in the Baltimore, Maryland, area. She has held leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section, Baltimore Estate Planning Council, Chesapeake Planned Giving Council, and is currently on the board of the National Association of Charitable Gift Planners. Aquanetta holds designations as a Chartered Advisor in Philanthropy®, an Accredited Estate Planner®, and a Certified Fund Raising Executive. She earned her Juris Doctorate from Nova Southeastern University’s Shepard Broad College of Law, and her Bachelor of Arts in English from Florida International University. Aquanetta’s interests include book clubs, traveling, and mentoring young professionals.

CGP Board

The Peter and Charlotte Case Case Study - A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know

A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know Case Study: Peter and Charlotte Cade Philanthropic Planning in the African American Community In this presentation, we’ll unpack a myriad of topics that advisors should be aware of, and discuss how to address them to assist the Cade family. The Cade family information touches on planning challenges and the need for creative thinking when it comes to addressing their legal, tax, financial, business, and charitable giving needs: • As an advisor - what is the first thing you would do? • What concerns and issues do they have that you can assist them with? • Do you have ideas to help them achieve their goals today and in the future? The case study will show case philanthropic, estate and financial planning concepts – with the focus on philanthropy planning. The purpose is for you as advisors and gift planners to use the case study as a tool to learn, share, and practice with others in your organizations (or anywhere!). The case study was created by Aquanetta Betts, JD, CAP®, AEP®, CFRE for the Center for Philanthropy and Social Impact, The American College of Financial Services.

To be determined with Council

To be determined with Council

Case Studies, To be determined with Council

Aquanetta

Betts

abetts2@gmu.edu

Yes

Yes