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Aquanetta

Betts

abetts2@gmu.edu

betts-aquanetta-photo.jpg

George Mason University

Director of Planned Giving

Aquanetta Betts is the Director of Planned Giving at George Mason University. Previously, she served as the Senior Executive Director of Planned Giving for World Vision (Eastern U.S.). Before her roles within nonprofit organizations, she was an estate planning attorney for more than a decade, focusing on wills, trusts, and estates. She is a licensed attorney in the District of Columbia and Maryland. She is also the founder of Johnson Betts, LLC, a philanthropic consulting firm. Betts holds leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section and the Baltimore Estate Planning Council. She serves on the board of the National Capital Gift Planners Council and the International Association of Advisors in Philanthropy. She is a past president of the Chesapeake Planned Giving Council and a former board member of the National Association of Charitable Gift Planners. She holds designations as a Chartered Advisor in Philanthropy®, an Accredited Estate Planner®, a Certified Fund Raising Executive, and an Impact Philanthropy Advisor. Betts earned her Juris Doctor from Nova Southeastern University Shepard Broad School of Law and her Bachelor of Arts from Florida International University. A former flight attendant for American Airlines, she continues to enjoy the allure of travel and is deeply committed to mentoring the next generation of philanthropic professionals.

Fairfax

VA

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

CGP: DEI Committee - Past Chair; Advocacy Committee Member; Assistant Editor, Journal of Gift Planning

Please contact for more information.

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

The Great Wealth Transfer

Women and Philanthropy: Legacy Giving Trends

Women and Philanthropy: Legacy Giving Trends Presented by: Aquanetta Betts, JD, CAP®, AEP®, CFRE, IPA Short Description This presentation explores the growing influence of women in philanthropy within the context of the Great Wealth Transfer, highlighting legacy giving trends, donor engagement strategies, and practical insights for nonprofit leaders and fundraisers. Long Description As trillions of dollars transfer from older generations to heirs and charitable organizations over the coming decades, women are emerging as key decision-makers and drivers of philanthropic impact. This presentation examines the Great Wealth Transfer, emphasizing how widowed women, women inheritors, and next-generation female donors are shaping the future of giving. Drawing on current research and sector insights, the session explores generational wealth trends, values-based philanthropy, and women’s preferences for collaboration, transparency, and relationship-centered engagement. Participants will gain a deeper understanding of how life stage, financial independence, and social networks influence women’s charitable choices. The presentation also offers practical strategies for nonprofits to refine messaging, design empathetic donor journeys, and build long-term pipelines through giving circles, advisory councils, and legacy donor programs that foster community and continuity. Learning Objectives: Understand the scope of the Great Wealth Transfer and its implications for women as philanthropic decision-makers. Identify key trends and motivations that influence women’s philanthropic and legacy giving behaviors. Apply practical strategies to engage, steward, and retain women donors across generations, including legacy and planned giving approaches.

Current Events, Marketing/Cultivation, Ethics, Case Studies, Integrated Planning

The Dynamic Duo—Estate Planning and Planned Giving: What Fundraisers Should Know About the Pair”

This is a powerful session on: “The Dynamic Duo—Estate Planning and Planned Giving: What Fundraisers Should Know About the Pair” In today’s ever-evolving philanthropic world, estate planning and planned giving are no longer separate strategies—they’re a dynamic duo that every savvy fundraiser should understand and embrace. Let’s explore how these two worlds collide to create powerful legacy opportunities for your organization! Why attend? ✨ Gain valuable insights into what truly motivates donors ✨ Learn practical ways to blend estate planning into your donor conversations ✨ Walk away with actionable strategies to engage and inspire legacy-minded donors

Current Events, Ethics, Case Studies, Integrated Planning

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.

Aquanetta Betts, abetts2@gmu.edu