Planned Giving Essentials

Program will be presented via Zoom. Login details will be sent with your registration confirmation.

8:30 a.m. - Networking
9:00 - 10:00 a.m. - Program

$15/AFP Member; $30 Non-Member

Presenters:

Nathana Jackson
Senior Director of Gift Planning
University of Delaware

Martha Mitchell
Associate Vice President for Development and Principal Gifts
University of Delaware

This presentation will cover the identification of planned giving prospects and how to apply the best vehicles in various donor situations. Participants will review a scenario and have the opportunity to discuss next steps. Martha and Nathana will provide step-by-step instructions on securing a visit, having the conversation, and following up after the visit. Marketing and stewardship ideas will also be presented, along with a review of the latest applicable tax legislation. Participants will leave this session with concrete ways to implement a basic gift planning program for their organization.

About the Presenters

Nathana Jackson has worked in Development and Alumni Relations at the University of Delaware for eight years. She currently serves as the Senior Director of Gift Planning. Prior to working at University of Delaware, she worked in trust administration and estate settlement with Wells Fargo Bank and Wilmington Trust Company. She holds a bachelor’s degree in organizational management and a master’s degree in administration of human services from Wilmington University.

In 2019, Nathana was awarded the Rising Star Award from the National Association of Charitable Gift Planners. She serves as a board member of the Planned Giving Council of Greater Philadelphia and as a member of the Diversity Equity and Inclusion Taskforce of the National Association of Charitable Gift Planners.

Martha Mitchell has worked in the fundraising field for more than 38 years and has spent the last 14 years at the University of Delaware, currently serving as the Associate Vice President for Development and Principal Gifts. Her role includes oversight for corporate and foundation relations, principal gifts, gift planning, parent  and family giving, and student life philanthropy. Prior to her work at UD, Martha led the gift planning program at Winterthur Museum, Garden & Library, and worked in the development offices at Wilmington Friends School, Ursuline Academy, University of St. Francis in Illinois, Latin School of Chicago and Sacred Heart Schools of Chicago.

Martha has served on the boards of AFP Brandywine Chapter, Planned Giving Council of Greater Philadelphia, St. Edmond’s Academy, Capitol Little League, and Tower Hill School Home and School Association. Martha has a bachelor’s degree from College of the Holy Cross and is completing a master’s degree at the University of Delaware. 

Approved for 1.0 CFRE Education point