University of Pennsylvania
Director of Gift Planning
2929 Walnut St.
Philadelphia, PA 19104
Philadelphia, PA 19104
Lynn Malzone Ierardi, J.D. has been in the estate and gift planning field for nearly 30 years. She is the author of Storytelling: The Secret Sauce of Fundraising Success published by CharityChannel Press. Lynn has served as Director of Gift Planning for the University of Pennsylvania (Penn) since 2005 and as an independent gift planning consultant (www.GiftPlanningAdvisor.com, founded in 2002). Prior to joining Penn, she held gift planning positions in health and higher education, served as Vice President with the Merrill Lynch Center for Philanthropy and practiced estate planning and real estate law. Lynn is the current Chair of the national board of the National Association of Charitable Gift Planners (CGP). She served as Treasurer in 2017, and is also a member of the CGP Leadership Institute. She has been a member of CGP since 1993. She is a past board member and past President of the New Jersey Council of Charitable Gift Planners and a current board member of the Planned Giving Council of Greater Philadelphia (PGCGP). As a dynamic and highly rated speaker, Lynn has presented at conferences and meetings throughout the country on a variety of gift planning topics. She is a graduate of Lycoming College and Fordham University School of Law, and is a Proud Penn Parent - times two!
CGP Board, Leadership Institute, CGP Conference Speaker
Lynn Ierardi3792 KB
Title of Presentation 1
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.
Title of Presentation 2
What a Great Hat! Is that a new Gift Planning Hat?
Is gift planning a new hat for you? Are you a fundraiser that wears several hats (annual gifts, major gifts, events, gift planning…)? Perhaps you are a seasoned professional shifting hats (strategies) to respond to changing demographics or new tax laws. This session will explore how to wear the gift planning hat when it’s new to you or it's not the only one you wear, including a review of how to start a planned giving program and how to encourage collaboration and integrate a program with your existing strategies. You will leave the session with easy to implement ideas - and you will look great in that Gift Planning Hat!
Title of Presentation 3
Gift Planning in a Campaign
The University of Pennsylvania completed its Making History campaign in 2012 with gifts of more than 4.3 billion dollars, surpassing the original 3.5 billion dollar goal more than a year early. This is remarkable when you consider that the campaign launched in 2007 and continued unabated through the recession. Penn recently launched its newest campaign - The Power of Penn with a goal of 4.3 billion dollars focused on Inclusion, Innovation and Impact. In this session, we will focus on the role of gift planning in a campaign – highlighting the issues and strategies for effectively incorporating gift planning into your campaign and more broadly into your development program. As we consider the ever growing size and frequency of campaigns, the case for gift planning has never been stronger. Campaigns increasingly require greater strategic planning, fiscal integrity, and performance metrics. We'll talk about what has worked for Penn - and what might work for you.
Presentation Topic Areas
Gift Design, Current Events, Marketing/Cultivation, Integrated Planning, To be determined with Council, Other
Other - Write In
Other programs as requested by Councils.
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