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A Journey of Legacy Giving: Tales from Two Shops 1 CFRE Credit

 Export to Your Calendar 10/19/2018
When: Friday, October 19, 2018
11:00 AM
Where: Junior League of Houston
1811 Briar Oaks Ln
Houston, Texas  77027
United States
Contact: Chapter Administrator
(713) 266-2800


Online registration is available until: 10/17/2018
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A Journey of Legacy Giving: Tales from Two Shops

Presented by Cindy Atmar and Jillian Day 

 

     

 

Legacy giving. Planned Giving. Gift Planning. Whichever term you use, there’s overwhelming data about the anticipated influx of such gifts as the Baby Boomer population ages. It can be hard to identify the first step to start the journey of incorporating this kind of giving into your philanthropic menu. What does this kind of giving look like outside of a big shop? How do you reinvigorate an existing legacy society? How do you engage your colleagues? This co-presentation by Cindy Atmar, Director of Gift Planning at MD Anderson Cancer Center and current president of the Charitable Gift Planners of Houston, and Jillian Day, Director of Development at the Houston Zoo and current board member of AFP-Greater Houston, will highlight the journey of legacy giving at their respective organizations. This luncheon will move beyond the basics of planned giving and focus on how legacy giving becomes part of your culture of philanthropy, irrespective of size. Our goal is to leave you with tangible ideas that incorporate this kind of giving into the philanthropic options available to your donors as they plan their legacy. 

 

Cindy Atmar, CFRE

Director of Trusts, Estates and Gift Planning


Cindy Atmar, CFRE, is a speaker and practitioner in the field of philanthropic leadership. With more than 25 years of fundraising and management experience, she has served in regional and national capacities for the American National Red Cross, CHRISTUS Santa Rosa Foundation, Juvenile Diabetes Research Foundation and the Leukemia & Lymphoma Society. Ms. Atmar is Director of Trusts, Estates and Gift Planning at the University of Texas MD Anderson Cancer Center in Houston.
Ms. Atmar is an active member of the National Association of Charitable Gift Planners, currently serving a second term as board President of the Houston Chapter. She has served on the Association of Fundraising Professionals San Antonio Chapter board, was Founding Chair of Community Health Charities of Texas, and Founding Chair of the Planned Giving affinity group of the National Association of Cancer Center Development Officers. A cum laude graduate of UMass Boston and Certified Fundraising Executive since 2003, she enjoys traveling, reading and real estate. She and her husband Richard, a third generation Houstonian, also enjoy time with their teenage son, Jack, and two German Shepherds.

 

Jillian Day, CFRE 

Director of Development, Houston Zoo

 

Jillian Day, CFRE is a fundraising generalist with more than six years of experience, predominantly in individual giving. As a Director of Development at the Houston Zoo, she focuses on major gifts and legacy giving. Previously, she spent four years building out the volunteer and fundraising programs at Vita-Living, Inc., a social services charity that provides housing and other support services for adults with developmental disabilities in the community. Prior to fundraising, Jillian worked in healthcare consulting for over seven years. She specialized in team effectiveness and program evaluation first at UTHealth, then at UT MD Anderson Cancer Center. 

 

Jillian received her CFRE in 2017 and has a Master's in Sociology from Portland State University with a minor in Statistics, as well as a graduate certificate from the UTHealth School of Biomedical Informatics. She has served on the board for the AFP-Greater Houston chapter since 2015 in various leadership roles. While not a native Texan, she got here as quickly as she could after marrying her husband, a native Houstonian.  Jillian lives in Sugar Land with him and their menagerie of cats. 

 

Schedule

11:00 am – 11:30 a.m. Registration & Networking
11:30 am – 12:00 p.m. AFP Business & Lunch
12:00 pm – 1:00 p.m.  Keynote Speaker

Online Registration

Member Pricing $25.00

Non-Member Pricing $40.00

Student: $10.00 (must show valid ID)

 

Location

Junior League of Houston
1811 Briar Oaks Ln, 
Houston, TX 77027

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