March 16, 2022 – CGPK Partnership Meeting: Best Practices in Bequest Management

We’re back in-person with our March Partnership Meeting at Ivy Tech’s campus, conveniently located in Sellersburg, Indiana, right off I-65, just 15  minutes from downtown Louisville.  If you can’t make it in person, a virtual option will also be offered.

Join us – in person or virtually – for a lively panel discussion about Best Practices in Bequest Management. The panel will include a planned giving officer, a director of philanthropy, and an estate planning attorney. Their discussion will cover the basic steps all nonprofits should take when managing a bequest gift.

The program is meant to help nonprofits large and small ensure that they are implementing best practices once a bequest gift has matured and highlight some important “dos and don’ts” in nonprofit bequest administration.

Panel will include:

Emily Daunhaur, JD– Associate, Wyatt, Tarrant & Combs, LLP

Emmy is a member of the Firm’s Trusts, Estates & Personal Planning Service Team. She concentrates her practice in the areas of estate and business planning, trust administration, probate and taxation.

Jennifer Fust-Rutherford, JD – Director of Gift Planning, Community Foundation of Louisville

Jennifer joined the Community Foundation of Louisville in June 2018 as the Director of Gift Planning.  Her primary role is to develop relationships with professional advisors, donors and prospects of the Foundation to inform them about the services of the Foundation and enhance their philanthropic experience.  She also works with advisors and their clients to establish lasting gifts that will fulfill each client’s charitable goals and improve our community, including lifetime gifts, gift annuities and bequest gifts.

Shannon Kisselbaugh, CFRE – Director of Philanthropy, Heuser Hearing Institute

Shannon joined Heuser Hearing Institute as director of philanthropy in August 2017. She earned bachelor’s degrees in English and music from Transylvania University and an MBA and MA in arts administration from the University of Cincinnati. Shannon has dedicated her career to serving others in the nonprofit sector and has over 15 years of experience in fundraising, grant writing, charitable gift planning, human resources and accounting.