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Sharpen your gift planning skills by attending the educational sessions held throughout the program year. Find out how to get involved as a member, volunteer and/or sponsor. Grow as a gift planning professional.

 

Upcoming Events Job Postings Ethics Corner
December 10th N&B - "Getting the Most Out of Your Mentor--Even if You Don't Think You Have One"

Luncheon - "Building the Bridge: Skills That Transfer Between the Nonprofit and For-Profit Sectors"

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Please click on link to view the full job posting.

Johns Hopkins
Director of Gift Planning/Senior Philanthropic Advisor

(Added 11/24/2014)

Westtown School
Director of Planned Giving

(Added 11/6/2014)

Westminster Ingleside Foundation
Director of Philanthropy

(Added 10/16/2014)



 

 

DilemmaI know you’ve written about the relationship fundraisers often create with their donors, and that it’s dicey to accept gifts from them.  But one of my donors – his wife died long ago and he is estranged from his children – has asked that I serve in the role of executor.  He’s become a close friend over the years.  I’m an attorney and would feel comfortable; in fact, the job would be pretty easy because the wills that he showed me, the one written before his wife died and the recently updated one, shows that all of his estate, which is valued at approximately $3 million, will be coming to our museum.  Actually, he was going to leave his wife $1 million, but the rest was going to come to us; after she dies, he updated the will.  I can’t see anything wrong here, but are there any issues that I should be aware of?
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