July 13, 2022 – CGPK Partnership Meeting: Demystifying Gift Planning: Career Choices and Certifications in Estate and Gift Planning

July 13, 2022 @ 11:30 am – 1:00 pm
Indiana University Southeast (University Center North)
4201 Grant Line Rd
New Albany
IN 47150
Amanda Featherstone


11:30 AM – In-Person Networking

11:45 AM – Program Begins


Free to Members, $35 Guests

(includes lunch for in-person registrations)


Planned giving, now most often referred to as gift planning, can seem intimidating. The panel of speakers will demystify the profession in a program geared toward young professionals and students, who may wish to explore this field.

Panelists Linda Speed (Community Foundation of Southern Indiana), Maria Tipton (Stock Yards Bank), and Kathryn Sides (University of Louisville), along with Moderator David DeWitt (IU Southeast) will share career path experiences, certification options, and employment possibilities.

The program is also recommended to all fundraising professionals (annual fund, major gifts), attorneys, accountants, financial advisers, and anyone interested in a challenging and fulfilling career.

Attending guests will be in a drawing for a $25 Amazon gift card.



Linda S. Speed, J.D.
President & CEO, The Community Foundation of Southern Indiana
Linda is the President & CEO of the Community Foundation of Southern Indiana. Linda has 19 years of experience in the community foundation field. Before joining CFSI, her nonprofit work experience included serving as the Vice President of Development & Stewardship for the Community Foundation of Louisville, Vice President of Gift and Trust Administration for the Presbyterian Church (USA) Foundation, and Director of the Samuel L. Greenebaum Public Service Program at the Brandeis School of Law at the University of Louisville. She is a former litigation attorney with the Louisville law firm of Frost Brown Todd. She received her B.S. from the University of Kentucky and J.D. from the Vanderbilt University School of Law.

Linda currently serves on the boards of the Center for Nonprofit Excellence in Louisville, the Louisville Zoo Foundation Board and the Governing Board of Align Southern Indiana. She is a member and serves on the executive committee of the Estate Planning Council of Metro Louisville. She is a member and has served as the past president of the Southern Indiana Estate Planning Council, the Kentuckiana Partnership for Philanthropic Planning and the Fund Raising Executives of Metro Louisville, and she is the Past Chair of the Indiana Philanthropy Alliance.

Maria Tipton, J.D.
Wealth Advisor, Stock Yards Bank

As a wealth advisor, building long-term relationships and working closely with clients to define and achieve their goals are what Maria looks forward to most every day. She is proud to work at a local institution that is committed to the community and puts clients’ best interests first.

After receiving her Bachelor of Arts degree magna cum laude from the University of Louisville, Maria went on to earn her Juris Doctor magna cum laude from the Louis D. Brandeis School of Law at the University of Louisville.

A Louisville native, Maria is an avid supporter of the local sports teams and is unfailingly loyal to her beloved Cardinals. When not at work or with her family and friends, she enjoys being active and exploring Louisville’s local food scene.

Kathryn Sides, CFRE, CAP®
Executive Director for Estate and Gift Panning, University of Louisville

CGPK Board member and the Executive Director for Gift and Estate Planning at the University of Louisville, Kathy moved to Kentucky in 2014 from Long Island, New York, where she headed the Advancement and Communication functions at The Stony Brook School for many years. Kathy holds an undergraduate degree in English and master’s degrees in philanthropic studies and theology. Last summer she completed the Chartered Advisor in Philanthropy (CAP) certification through the American College of Financial Services. She and her husband have two grown daughters, one living in Cincinnati, Ohio, and the other in Berlin, Germany.

David DeWitt
Director of Development, Indiana University Southeast

CGPK Board member and Director of Development at IU Southeast. David earned a BA from Franklin College and a MBA from Indiana Wesleyan University.




Cancellation/Refund Policy: Registration cancellations must be made the Friday before the program date. No refunds will be issued after that time. You may send a colleague in your place.  Members who register and do not attend will be invoiced for the price of lunch. Please send changes to cgpkentuckiana@gmail.com.

Posted in .