Big or Small: Promoting and Stewarding Planned Gifts in Any Size Organization
It doesn't matter if you work for a big or small nonprofit—any organization can promote planned giving. Learn from a panel
representing three types of nonprofits on how they promote and steward planned gifts. Our panelists are:
Conlon, Major Gift Coordinator – Next Door Foundation
Mary Conlon, Next Door Major Gifts Coordinator Mary has been at Next Door since 1980. She founded the "home-based"
early childhood development program at Next Door that was soon expanded to include Head Start. Since 1993, Mary has
focused on Major Gift fund development. She was instrumental in meeting the Suzanne and Richard Pieper Family Fund
challenge grant goal in 2003 and establishing the Next Door Planned Giving Society. Mary has a bachelor's degree from
Avila University in Kansas City, Missouri. Prior to joining Next Door, Mary served as a Vista volunteer in Jefferson
Davis Parish in Louisiana and taught elementary school in Seattle, Washington. In 2013 there was a major expansion
of Next Door's Head Start program.Currently Mary is actively involved in securing needed funds to provide high-quality
education for over 1,000 children.
Golla, Director of Development – St. John's Northwestern Military
Rachel Golla graduated from the University of Wisconsin with a bachelor's degree in business administration. After working
for a music publishing company for five years, she joined St. John's Northwestern Military Academy in 1998. She spent
five years working for enrollment services and the last 11 years in development. As director of development, she oversees
the planning and implementation of the Academy's annual fund drive, its planned giving programs, and its comprehensive
campaigns. The Academy is embarking on its second $25 million campaign during her tenure.
Sachse, Senior Planned Giving Director – Children's Hospital of WI
Kelly Sachse, Senior Planned Giving Director, has been with Children's Hospital of Wisconsin Foundation since 2001.
Kelly previously held the same position for St. Luke's Medical Center in Milwaukee for seven years. Kelly came to
planned giving with a background in financial planning, having worked as a certified financial planner for a fee-only
financial planning and investment advisory firm and for a CPA firm in the Milwaukee area. Kelly is a graduate of
Carthage College with degrees in Business Administration and International Business. She was licensed as a certified
financial planner (CFP) in 1991.
Kelly is involved in several organizations related to planned giving and estate planning. She is an officer and board
member of the Partnership for Philanthropic Planning of Eastern Wisconsin (PPP-EW) and was involved with the formation
of the chapter in 1997. Kelly is also a member of the Milwaukee Estate Planning Forum, in the recent past serving on
the board and as chapter president.
Schedule of events:
11:30 AM - Registration and Networking
12:00 PM - Lunch, Announcements and Annual Member Meeting (see proposed board below)
12:30 PM - Presentation
1:30 PM - Program Concludes
Non Members: $35
Hope to see you on March 6!
Annual Member Meeting
This year's Member Meeting will take place on Thursday, March 6, 2014 at Noon at the Italian Conference Center. The Board
of Directors is pleased to present the 2014 Slate of Officers and Directors - the election will take place at the Annual Meeting.
President - Brad Kalscheur
Vice President - Roselyn Smolej-Hill, CFRE
Treasurer - Jedd Lapid
Karen Rogers, CFP, CFRE (Past President)
Greg Schmidt, CTFA