Terry is a lawyer by training and a nonprofit manager. She holds a BA from University of Texas at Austin, and a JD from Lewis and Clark Law School in Portland, Oregon. Terry worked previously for the National Democratic Institute for International Affairs where she consulted with nonprofit organizations in Central Asia and Russia. Prior to her work with The Foraker Group, Terry served as Executive Director of Habitat for Humanity - Anchorage. She is experienced in nonprofit management, planned giving, program design and implementation, grant writing, and training. Terry's community involvement currently includes serving on the Alaska Planned Giving Council Advisory Board and on the Anchorage International Rotary Club Board of Directors. Terry is interested in supporting nonprofits to become sustainable and better equipped to meet the needs of both donors and the communities they serve.

The Planned Giving Mentoring Program:

Next Cohort Starts July 9, 2007
Mentoring Space is limited to 6 directors at any given time.

Experienced Development professionals are often aware of the need to establish a planned giving program as an essential component of a comprehensive fund development plan, but are either intimidated by planned giving or can't figure out how to make the time and gain the support within the organization to begin. The mentoring program will demystify planned giving by introducing the essential vocabulary and methodology necessary to establish a planned giving program; by providing basic templates for designing a planned giving program; and by providing mentees the essential support needed within the organization in order to successfully launch and sustain a planned giving program.

In this program, mentees will learn:

• The importance of ensuring Board and CEO support before beginning a planned giving program.
• The necessity of beginning with the basics by focusing on bequests, beneficiary designations, and gifts of appreciated stock.
• The elements of other planned giving vehicles, including Charitable Remainder Trusts, Charitable Lead Trusts, and Charitable Gift Annuities.
• A suggested timeline for marketing a planned giving program to donors.

The Mentoring Package will be offered in six month blocks. The package includes:

• Six two-hour sessions on the basics of planned giving.
• One-on-one mentoring sessions for 1 hour once a month.
• Up to 1 hour of phone contact per month (initiated by mentee).

Optional services that our Planned Giving Officer can provide in addition to the above services*:

• Interviews with board and staff
• Presentations/Training to board and staff as needed on: planned giving, endowment, estates and wills, trusts, gift annuities
• Assistance in creating planned giving/endowment sub-committee
• Development of organization gift policies, investment policies, as well as documents necessary to effectuate gifts
• Meet with and/or make presentations to donors, perspective donors and others as requested and draft any necessary documents related to those meetings
• Assistance in the development of a planned giving plan for integration into the organizations strategic and fund development plans.
• Act as 'on call' technical support for the executive director, development staff and board in communicating and closing planned gifts

*Some of these optional services may be provided by Steve Mahoney

Interested in receiving Planned Giving services? Contact us to make an appointment