Cancelled: Top 10 Best Practices for a Successful Planned Giving Program

*This event has been cancelled.

Featured Speaker: Katrina M. Pipasts and Jacqueline Ruth Jordan (Northern Trust)

The success of a planned giving program starts with the commitment of the board of a charitable organization to its fundraising and development initiatives. Planned gifts are complex arrangements involving countless details. This session will address the components of a program’s infrastructure, including policies and procedures, the discipline of accepting and administering planned gifts, the roles and responsibilities of the development staff, the execution of a marketing plan, and measuring the results by analyzing program metrics.

Whether you are new to planned giving or a seasoned professional, this session will offer practical ideas to review your best practices, revisit your gift acceptance policy, understand the basic mechanics of a gift annuity and a charitable remainder trust and recognize how staff and board can collaborate in the cultivation of the donor base. There will be an opportunity to share experiences during a Q&A session following the presentation.

About the presenters:

Katrina Pipasts Northern Trust Insitute for Cultural Advancement

Katrina M. Pipasts, Senior Vice President/Director of Planned Giving Services/Foundation & Institutional Advisors. Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients. She works with a variety of nonprofits to develop and implement best practices for successful planned giving programs. Katrina joined Northern Trust in 1998 and spent six years as a senior equity index portfolio manager overseeing a team of portfolio managers managing pension, foundation and endowment assets in customized equity index portfolios. She started her professional career in 1988 at ANB Investment Management & Trust Company.

Katrina received her B.S. degree in mathematics and statistics from the University of Western Ontario and her B.B.A. in accountancy from Western Michigan University. Katrina earned her Certified Specialist in Planned Giving (CSPG) designation at the American Institute for Philanthropic Studies at California State University Long Beach. She is the President of the Board of Directors of Brickton Montessori School, Member and Past Treasurer of the Chicago Council on Planned Giving, Member of the National Association of Charitable Gift Planners and the American Council on Gift Annuities, and Former Treasurer of the Park Ridge Juniors Foundation. Born and raised in Canada, she is an avid hockey fan. Katrina is fluent in Latvian and enjoys volunteering at charity benefits and travelling abroad with her family.



Jackie Jordan Northern Trust Institute for Cultural Advancement

Jacqueline Ruth Jordan, Vice President/Regional Director/Foundation & Institutional Advisors. Jordan is responsible for providing Outsourced Chief Investment Officer services to nonprofits across the Southeastern region. She consults directly with boards and professional staff to deliver customized, cost-effective investment strategies designed to achieve the organizations’ objectives. Prior to joining Northern Trust in 2018, Jackie was a Regional Director responsible for strategic development of investment strategies for institutional clients at Goldman Sachs and Company.

Jackie graduated Magna Cum Laude from Spelman College with a Bachelors of Arts degree in Sociology. She also received her Sociology major from the London School of Economics.


Suggested for: marketing, PR, executive, development, programming/events, board of directors


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April 17, 2020
9:00 am – 11:00 am


Online registration is not currently available for this event. Please contact us at (561) 471-2901 for more information.