The Pentera Blog
Webinar 4/21: Lynn Malzone Ierardi, JD, “Seizing the Campaign Moment: Elevating Gift Planning for Greater Impact”
Campaigns create urgency and momentum, yet gift planning is often underutilized during these pivotal moments. This session explores how to intentionally integrate gift planning into active and upcoming campaigns in ways that resonate with leadership, colleagues, and donors—while advancing your campaign goals and priorities.
Participants will learn to:
- Confidently position gift planning as a strategic campaign component.
- Recognize campaign milestones that create natural opportunities for gift planning.
- Collaborate effectively across development teams to position gift planning as an extension of major and leadership gifts—not an afterthought.
- Integrate gift planning into campaign strategy and donor conversations in practical, achievable ways.
- Identify campaign moments that open the door to deeper donor conversations.
Whether your campaign is in early planning, the “silent” phase, or you are already well underway, you’ll leave with actionable strategies you can apply immediately to increase the visibility and overall impact of your gift planning program.
You can register for the 1 p.m. ET webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our webinars as a free service.
About the Presenter:
Lynn Malzone Ierardi, JD, is a nationally recognized expert in charitable gift planning, specializing in gifts of noncash assets. She provides strategic guidance to donors, professional advisors, and charitable organizations through her firm, Gift Planning Advisor, LLC, and serves as vice president of real estate gifts with Charitable Solutions, LLC.
Lynn has strengthened gift planning programs at leading institutions, including the American Heart Association, the University of Pennsylvania and Penn Medicine, and NYU Langone Health. Earlier in her career, she served as vice president with the Merrill Lynch Center for Philanthropy and practiced trusts and estates and real estate law.
A dedicated volunteer leader, Lynn served as 2019 board chair of the National Association of Charitable Gift Planners and currently serves as a member of the CGP Leadership Institute and co‑chair of the CGP Mentor Committee. She is a dynamic national speaker who covers gift planning, especially noncash assets, and she wrote the book Storytelling: The Secret Sauce of Fundraising Success.
