Morning Session
11:00 a.m. - 12:00 p.m.
The Legacy Giving Donor’s Journey from Prospect to Committed Donor: Four Case Studies from Greater Philadelphia Institutions Panel Discussion
How do our legacy giving donors move through the journey of prospect to closed planned gift? What specific steps do we as frontline fundraisers take to move these relationships forward?
This panel will present four different planned giving donor case studies from four different Philadelphia institutions discussing the specific steps for acquisition, cultivation, solicitation and stewardship. We’ll discuss themes across the institutions, difficult lessons learned along the way, and simple ideas for improving the donor journey.
Adrienne Webb Schulman, MPA, CAP®, Legacy Giving Manager, WHYY
Adrienne Webb Schulman is fortunate to serve as WHYY’s Legacy Giving Manger where she facilitates relationships with members from all backgrounds who wish to include public media in their plans. Prior to this role, Adrienne worked for a decade in various development positions in Greater Philadelphia including five years at WHYY where she received national recognition from the PBS Foundation for leading change and developing new revenue streams.
Adrienne is a Charter Advisor in Philanthropy and received a Master of Public Administration from Villanova University and holds a B.A. from Bryn Mawr College.
Tara Prakash, Director of Planned Giving and Gifts of Works of Art, Philadelphia Museum of Art
Tara Prakash has worked at the Philadelphia Museum of Art since 2018 and is the Director of Planned Giving and Gifts of Works of Art. She has been a fundraiser for nearly 20 years with leadership roles in K-12 schools, higher education, and the arts. She is passionate about connecting donors with the institutions that are making a difference in our communities and finds real inspiration in donor stories and their eagerness to make an impact. Tara is a native of the Philadelphia region, proud Penn alumna, and lives with her husband and daughter in Malvern.
Jennifer M. Brier, Esq., Director of Planned Giving and Endowments
Jen joined the Jewish Federation of Greater Philadelphia’s Planned Giving and Endowments team in December of 2006, and was promoted to Director in 2020. Prior to joining Jewish Federation, she worked for 10 years in private practice with Fox Rothschild, LLP, specializing in trusts and estates law. In addition, Jen was awarded a one-year Independence Foundation public interest law fellowship which she served at the Senior Law Center, helping address abuse and financial exploitation of vulnerable seniors.
Jen earned her law degree at Georgetown University Law Center and received a B.A. in Psychology from Emory University.
Aruna K. Pappu, Esq., LLM-Tax, Associate Director, Planned Giving, AACR Foundation
Aruna is the Associate Director, Planned Giving at the American Association for Cancer Research (AACR). Aruna has advised Donors/Clients on Philanthropic, Tax and Estate matters at various notable firms over the years. Aruna received her J.D. from Rutgers School of Law-Camden and her LLM-Tax from Temple University Beasley School of Law and resides in Cherry Hill, NJ.
Luncheon Session
12:15 - 2:00 p.m.
Love my job. Love my team. Creating an Environment of Success for the Long Run
Organizations are regularly seeking to find and retain high performing planned and major gift officers. MGOs and PGOs are looking for organizations that will help to grow their knowledge and experience. Backed by data and experience, this presentation considers five core elements that make for a successful, loyal, and exceptional fundraising professional and engaged team.
Lise Detwiler, MBA, CFRE, CAP has been in professional fundraising and
development for more than three decades, many of which were spent within complex healthcare organizations. Her areas of fundraising expertise include strategic planning, management, principal/major gifts, planned giving, special
events, and annual funds. Lise is president of Generate Philanthropic Services, LLC – a fundraising consulting firm focused on coaching, training and assisting nonprofits to create and implement a balanced fundraising program. Previously she held leadership positions in independent schools, and numerous healthcare and academic organizations in Philadelphia and Lehigh Counties, PA. Lise’s volunteer activity includes service as past president and chair for the Greater Philadelphia Chapter of the Association of Fundraising Professionals where she was honored as “fundraiser of the Year” in 2008. An AFP Certified Master Teacher, she is an adjunct faculty member at Villanova University for the Principles of Fundraising certificate program. She holds MBA from St. Joseph’s University in Philadelphia, the Chartered Advisor in Philanthropy designation from the American College of Financial Services and maintains her Certified Fundraising Executive credential.
