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

Director of Planned Giving

Fairfax

VA

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 (past president), 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, Other - Write In, CGP Conference Speaker

CGP: DEI Committee - past chair, Advocacy member

Case Study: The Bark Family – Building a Charitable Legacy Through a Donor-Advised Fund

Case Study: The Bark Family – Building a Charitable Legacy Through a Donor-Advised Fund Albert and Edith Bark, lifelong volunteers and philanthropists, are committed to passing on their values of service and generosity. As they update their estate plan in retirement, their focus is on creating a lasting charitable legacy that involves their children and grandchildren. Central to their plan is a Donor-Advised Fund (DAF), established years ago to streamline and amplify their giving. Their DAF will receive the majority of their remaining estate—retirement accounts, real estate, and other assets—and serve as the primary vehicle for distributing charitable gifts after their passing. The DAF allows them to support causes close to their hearts, including humanitarian efforts, Edith’s alma mater, and local programs addressing homelessness, hunger, and education. With the DAF as the designated beneficiary, the Barks ensure tax-efficient giving and long-term impact. This case illustrates how families can use DAFs to align estate planning with their values, engage the next generation in giving, and make a meaningful difference in the communities and causes they care about most. This case study is interactive with engaging questions for attendees.

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

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.

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

Aquanetta

Betts

abetts2@gmu.edu

Yes

Yes