Fundraising for the Future Planned Giving

Join us for Fundraising for the Future using Planned Giving with local speakers Rebecca Zanatta and Lawson Knight.

Lunch and learn workshop from 11am -1 pm to on Wednesday, November 6 at the WWCC Water and Environment Center. Prior sign-up required.
Participants in the Fundraising for the Future using Planned Giving

You will learn the components of planned giving (also known as legacy gifts or estate gifts).
You will have actionable steps to leverage planned giving into your organization’s fundraising plans.

Who should attend Fundraising for the Future using Planned Giving?

You work or volunteer to raise nonprofit operations and program costs.
You want to build a deliberate, long-term fundraising strategy through planned giving / estate gift.

Want more resources about Planned Giving?

What is Planned Giving?

Chronicle of Philanthropy discusses “Getting Started with Planned Giving.”
ACCESSIBILITY

Lunch is provided. All workshops or community learning events are free and open to the public. If you need assistance with childcare, transportation, interpretation or something else in order to attend, please contact Sherwood Trust at least two weeks prior to the event.

ABOUT THE SPEAKERS

Rebecca Andrew Zanatta, President of RJZ Connections, Inc

Rebecca Zanatta brings more than 25 years of experience building and stewarding strategic donor partnerships and has worked with over 160+ clients in her 12-year consulting career. She has served in high-level development roles for organizations like the Pacific Science Center and the Washington State University Foundation. Rebecca has a deep understanding of everything from the planning, building, and managing a diverse and successful major gift and capital campaign to implementing a realistic and focused strategic plan.

Rebecca graduated from Washington State University with a BA in organizational communication and holds a M.Ed. in higher education administration from the University of Idaho. She completed her Certificate in Fund Raising Management (CFRM) from the Indiana University/Lilly School of Philanthropy.

Participating in community is an important value of Rebecca’s work. She is a past President of Northwest Development Officers Association (NDOA), now AFP – Advancement Northwest, the largest professional association of fundraisers in Washington State. Rebecca served as Adjunct Faculty at Seattle University in the Master in Nonprofit Leadership program and is a graduate of the Leadership Tomorrow program in Seattle. She serves as Chair of the Alpha Phi Foundation Board of Directors, is a member of the WSU Foundation Board of Advocates, and recently joined the board of Leadership Tomorrow. She lives in Walla Walla where she is getting to know the local and vibrant nonprofit community and drinking some good wine too!

Lawson Knight, Financial Advisor

Lawson Knight has over 20 years experience fundraising and directing nonprofits. He wonders, is your money doing all that it can for the life that you want or wish? Lawson helps clients and companies navigate complex financial situations that may involve special needs planning, estate strategies, charitable giving or socially responsible investing are areas of focus in my practice.