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Dear Colleagues,
Do you have a gift planning question you'd like to talk through? Are you working with a donor situation involving a charitable gift annuity, trust, beneficiary designation, estate gift, complex asset, or another planned giving opportunity? Join us on Tuesday, July 28 at 10:30 am for NW Planned Giving Roundtable Office Hours and tap into the expertise of two outstanding planned giving professionals.
We're pleased to welcome:
- Rebecca Bibleheimer, Sr. Director of Planned Giving, Providence Foundations of Oregon
- Rochelle Makela-Goodman, Assistant Vice President, Gift Planning, OHSU Foundation
Rebecca and Rochelle will be available to discuss gift planning strategies, donor scenarios, technical questions, stewardship opportunities, and other topics that come up in your work. Whether you're a development officer looking for guidance on a donor conversation or a gift planner seeking a second opinion, office hours are designed to be a collaborative and welcoming space.
No question is too big or too small. Attendees are welcome to bring any topic for discussion during the session.
To help our experts prepare and make the best use of everyone's time, we encourage you to submit your questions in advance whenever possible using this form:
Submit a Question
Even if you don't have a specific question, you're welcome to attend, listen, and learn from the discussion.
We also encourage NWPGRT members to invite colleagues and other interested professionals who may benefit from the conversation. Nonmember guests are welcome to attend.
We hope you'll join us!
Best regards,
NWPGRT Program Committee
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