Educational Series Program: They can change their mind: Planned Giving Stewardship

Your organization has worked hard to recruit planned gift donors. How do you stay connected with those donors and keep them engaged with your organization? Experts in gift planning will speak about their stewardship efforts and keep planned gift donors informed about your mission and intent.

Moderator

Melissa Cover Selinger, Selinger & Brunette

Melissa advises clients on a broad range of estate planning matters, focusing primarily on advanced wealth transfer and tax-saving techniques.  She values and focuses on her personal connections with her clients and their families, which enables her to understand her client’s motivations and how to accomplish their goals in a more meaningful way.  In all cases, her goal is to help clients achieve their unique personal objectives while minimizing estate, gift, generation-skipping transfer and income taxes.

Panelists

Colin Nemeth, Associate Vice President of Development, Office of Gift Planning and Real Estate, Wisconsin Foundation and Alumni Association

Colin has nearly 8 years of professional development experience within higher education non-profit fundraising. He has worked on behalf of the University of Wisconsin School of Veterinary Medicine as a Director of Development and currently, as an Associate Vice President of Development within the Office of Gift Planning at the Wisconsin Foundation and Alumni Association (WFAA). In addition to outright charitable giving, Colin is an expert in more complex charitable strategies including charitable life income arrangements (remainder trusts, gift annuities, lead trusts), charitable options with life insurance and gifts of tangible personal property. He is the primary point person for real estate gift acceptance and management within the WFAA. In his non-profit fundraising career, Colin has raised in excess of $155 million. Colin is a graduate of the University of Wisconsin – Madison earning a degree in Consumer Science with an emphasis on personal finance.

Alison Prange is a non-profit and strategic business executive with almost 25 years of experience in public affairs, management, development and strategic planning. She is currently the principal of Resolute Consulting where she works with non-profit and for-profit organizations. Prior to launching Resolute Consulting, Alison was President of the Henry Vilas Zoological Society, a position she held for over 5 years. During the time she led the 105-year old organization, she was responsible for raising and generating over $28 million in revenue including overseeing the successful completion of back to back capital campaigns, the development of a comprehensive annual giving program and establishing an endowment. Prior to joining the Society, Alison worked at the American Cancer Society for over 12 years where she held several leadership roles including that of Wisconsin Community Relations and Major Gifts Executive, Midwest Federal Government Relations Director and Wisconsin Government Relations Director. While serving as the Wisconsin Government Relations Director, she successfully led the effort to make Wisconsin smoke-free. Alison began her career in public affairs first in her native Miami, Florida and then in Washington, DC where she worked on and around Capitol Hill for 7 years.

Alison resides in Madison. She is active in our community serving both on the Board of Directors of the YMCA of Dane County, Destination Madison, and the Paradigm Foundation as well as participating as an active member in Downtown Madison Rotary. 

Marcia Whittington, Chief Development Officer, Agrace
In her role as Chief Development Officer, Marcia Whittington is responsible for providing overall leadership and direction to the Agrace Foundation which includes implementation, coordination and evaluation of the agency’s fund development programs. These programs encompass annual appeals, planned giving, capital campaigns, grants, special events and corporate donor development. Whittington has more than 20 years of development and fundraising experience within the Greater Madison non-profit community. Most recently, she served as the Vice President of Institutional Advancement for Edgewood College.