Estate Administration and Donor Stewardship

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What happens after we receive the estate gift notification? For many organizations, estate administration can feel reactive and transactional, yet it presents one of the most meaningful stewardship opportunities we have.  Join colleagues from Cleveland Clinic for a candid, practical conversation on managing estates efficiently while building lasting relationships with surviving spouses, income beneficiaries, and the next generation.

1 CFRE Credit Approved

Panel:

• Carrie L. Henning | Senior Director, Donor Relations | Philanthropy | Cleveland Clinic 
  Bio coming soon!
• Robert J. Syto JD, MS, MBA | Assistant Director | Gift Planning  | Cleveland Clinic 
  Rob Syto is the Assistant Director of Gift Planning at the Cleveland Clinic Foundation. In this role, he leads estate gift administration and oversees the organization’s charitable gift annuity program. Rob’s serves as a member of the Board of Directors for the American Council on Gift Annuities (ACGA). Locally, he serves as Treasurer of the North Coast Men’s Chorus. Rob holds degrees from UCLA, CSU Long Beach, and Cleveland State University, and is currently pursuing a Master’s in Divinity at Loyola University Chicago.
• Lisa Tersigni | Director, Pyramid Legacy Society | Gift Planning  | Cleveland Clinic 
  Lisa Tersigni serves as the Director of Cleveland Clinic's Pyramid Legacy Society. In this role, she has the privilege of stewarding individuals who have chosen to include Cleveland Clinic in their long-term philanthropic plans. Lisa earned her undergraduate degree from John Carroll University and her M.B.A. from Indiana Wesleyan University.

Moderator:

• Amanda (Mandy) Steyer, Esq. | Executive Director, Gift Planning | Cleveland Clinic
  Mandy serves as Executive Director of Philanthropy at Cleveland Clinic.  With over 17 years in Cleveland Clinic’s Philanthropy Institute, Mandy is responsible for overseeing the Gift Planning Program.  The Gift Planning Team provides consultation and gift strategy for major and planned gifts across the Cleveland Clinic enterprise.  Mandy received a Bachelor of Science degree from Case Western Reserve University.  She earned her Juris Doctorate from Cleveland State University College of Law.  

Agenda:
7:45 AM - Registration/Breakfast/Networking
8:20 AM - Announcements and Introductions
8:30 AM - Program
9:30 AM - Adjourn

Cost to Attend: 
Members: $45 | Non-Members: $60
Attendance PLUS Membership: $145

Save the Date

Working with Family Offices - A Panel Discussion

Panel:
Brian Tullio (Moderator) 
Stacey Langal
Michael Novak

Save the Date!

The goal of this day of learning is to provide both basic and in-depth exploration of planned giving resources/techniques, and to offer real-world examples of how the use of Planned Giving resources deepens the relationship between donors and the institutions they support.

Learning objectives for the day:

• Participants will gain a solid understanding of Planned Giving vehicles, how they work, how to implement them, and how meaningful they can be to a charity.
• Participants will learn to recognize cues from donors that they may be able to better realize their philanthropic objectives by making a planned gift.
• Participants will learn to discuss gift planning options with donors that are easy to comprehend and donor-centric.

The day will be structured with morning sessions for fundraising professionals new to planned giving, while the afternoon will cover more advanced topics and techniques for seasoned professionals.  Registrants can participate in either the morning or afternoon sessions or experience the entire day. Lunch and networking is included for all participants.

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