8800 Page Ave
St. Louis, MO 63114
Planned Giving 101 – Session Two
Tuesday, March 13, 2018
Click here to register!
Join us for the second session of our three-part planned giving “boot camp” series. Although the series is primarily designed to introduce the concepts of planned giving to development professionals, executive directors, board members and others who are either new to planned giving or who are interested in starting a planned giving program, it will appeal to experienced planned giving professionals as well. Presented in three parts over February, March and April, these sessions feature seasoned planned giving experts sharing their practical knowledge and expertise. The session format includes Q&A.
Best Practices in Starting Your Planned Giving Program
Trudy G. Lee, Ed.D., CSPG
Assistant Vice President for Advancement Services & Planned Giving
Southeast Missouri University Foundation
We are all extremely busy, and the organizations we work for – big or small – have many functions and programs to manage. Adding planned giving to a busy workload and layering a planned giving program on top of all other projects and processes can be intimidating. That’s why it is important to take a more holistic approach to fundraising and make planned giving a part of all that you and your organization do. In this session, you will learn how planned giving can partner with other areas of your organization’s structure – annual giving, major giving, board development, campaign planning, operations and marketing – as well as how you can develop a planned giving mindset in all your interactions with donors, volunteers, members and prospects. The result will be an easily implemented and collaborative donor-centered approach that will support – and not complicate – your organizational structure and your professional efforts.
This session has been approved for 2.0 CFRE Continuing Education Points and 2.4 CLE credit hours from The Missouri Bar.
Trudy Lee was named Assistant Vice President for Advancement Services and Planned Giving in December 2015, but she has served as Director of Planned Giving for Southeast Missouri State University since December 2001 after serving as Planned Giving Manager for the University of New Mexico for the previous six years. Prior to entering the field of charitable gift planning, Trudy received her BS in Legal Administration from the University of Evansville, attained her designation as a Certified Legal Assistant (CLA), and worked as a paralegal in Albuquerque, New Mexico, for over twelve years.
During her 20-year career in charitable gift planning, Trudy has worked with hundreds of donors to create planned and major gifts totaling over $40 million. She has created vibrant planned giving programs at the universities she has served, including establishment of planned gift recognition societies and planned giving advisory boards, development of comprehensive gift acceptance policies and procedures, and creation of educational websites, newsletters and seminars for alumni, friends and professional advisors. She has also been integrally involved with a variety of other aspects of development, including prospect management, donor stewardship, endowment management, annual giving, and advancement services.
Since entering the gift planning profession, Trudy has completed study at the National Planned Giving Institute, achieved her designation as Certified Specialist in Planned Giving (CSPG), received her Master’s degree in Public Administration (MPA) from Southeast Missouri State University in 2004, and has received her Doctorate in Educational Leadership (Ed.D.) from the University of Missouri in 2012. Trudy has been a presenter at numerous conferences and programs on the topic of charitable gift planning.
A resident of Cape Girardeau, Missouri, she is past president of the Southeast Council of Philanthropy, the Rotary Club of Cape Girardeau, and the Saint Louis Planned Giving Council. Trudy and her husband, Terry, have two children and two grandchildren.
8:30 a.m. – 9:00 a.m. Registration & Networking
9:00 a.m. – 11:00 a.m. Educational Program
$50 SLPGC or AFP Member