A discussion on talking with constituents about a charitable bequest in these challenging times. You’ll hear real life examples from planned giving pros, questions to pose, clues to listen for, and strategies to help our donors complete financial and estate plans that fund our missions and feed their passions.
A panel discussion hosted by:
- Rebecca Petersen, West Central Initiative Foundation and
- Scott Nelson, Benedictine Foundation
Scott Nelson, CFRE, CGPA
Director Gift Planning, Benedictine Health System
For more than 30 years Scott Nelson has worked with donors to help them make personally significant gifts of cash, appreciated assets, and create financial plans that achieve their charitable goals. Scott has managed people, budgets, programs and events for many organizations including Gillette Specialty HealthCare, United Hospital, the Saint Paul Foundation, and Children’s Hospital of St. Paul among others. Currently Scott is Director Planned Giving for Benedictine Health Systems. He is a Certified Fund Raising Professional, Certified Gift Planning Associate, former chair of the Minnesota Planned Giving Council and current chair of Leave a Legacy Minnesota.
Rebecca Lynn Petersen
Director of Development, West Central Initiative Foundation
Building strong relationships that benefit our region and communities is key to Rebecca’s work at WCI. “By making connections, we find out what we have in common and how we can work together toward shared goals.”