“Apply Your Planned Giving Knowledge to Real Donor Cases from the Road”
Cost: Member - $10 | Non-Member - $15
* CE credits available for CLE, CFP and CFRE
About the Event:
Join panelists Marcie Hinthorne, Janell Johnson and Andrea King to apply your Planned Giving 101 knowledge to real-life cases. Join an interactive session to explore real donor situations prepared by each of the panelists. You will have the opportunity to discuss and determine what type of planned gift might meet the donor’s philanthropic and financial goals. Each panelist will reveal the actual outcome of each donor situation. If you didn’t attend the previous sessions on bequest and life income plans, no problem! Our session will begin with a recap and then you can learn along the way. Join us for a lively session that will prepare you to apply your planned giving knowledge to your future donor cases down the road.
About the Presenters:
Janell Johnson
Senior Philanthropic Advisor
Phila Engaged Giving
Janell is a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and Certified 21/64 Advisor in multi-generational family philanthropy. As an advisor with Phila Engaged Giving, she stewards this knowledge to help donors define their philanthropic values, set clear intentions for engaging with loved ones and beneficiaries, and design legacy plans that align with their broader philanthropic goals.
Janell's fifteen-year career in philanthropy has led to a breadth of richly fulfilling experiences: community foundation management, grant administration, program design and development, endowment building, family legacy planning, social justice advocacy, public administration, and community organizing.
She has served in prominent fundraising roles supporting the Arizona Community Foundation, Seattle Opera, and Village Theatre's legacy and endowment building efforts. She believes that charitable giving is food for the soul; it's not about the size of the gift but the size of the giver's heart and their desire to make a difference in others' lives that matters.
Janell has a BA in Japanese Linguistics from the University of Washington and has served on several boards that advance philanthropy and culture. She is Vice President of Inspire Washington, a statewide cultural advocacy coalition, and immediate Past President of the Washington Planned Giving Council, which serves to unite nonprofit professionals and legal and financial advisors to increase transformational philanthropy in the Pacific Northwest. She enjoys spending time with her two sons and a feisty little Bichon Frise named Katie.
Andrea King
Vice President, Gift Planning & Resource Development
Swedish Medical Center Foundation
Andrea King is the Vice President, Gift Planning & Resource Development at the Swedish Medical Center Foundation, responsible for the areas of gift planning, finance and staffing. She joined Swedish in 2013 and previously worked in planned-giving at Seattle University for 8 years and before that in major gifts at UW Medicine for six years. She has spent most of her career in higher education and health care development. At Swedish, Andrea enjoys working with a broad range of benefactors to help them achieve their philanthropic goals.
Andrea received her B.A. in History from Cornell University and an M.A. in Arts Administration from Golden Gate University. She completed the Executive Leadership Program at Seattle University.
Andrea is a member and past president of the WPGC Board. Andrea, her husband and two pit bull mixes live in Magnolia. Her children Lucas and Ainsley currently attend college at Santa Clara University and the University of Virginia. In her spare time, she enjoys singing in the Epiphany Parish Choir and spending time in her garden, running, and experiencing the beautiful Pacific Northwest outdoors.
Marcie Hinthorne
Regional Gift Strategist
The Nature Conservancy
Marcie provided technical expertise in estate and gift planning at the University of Washington as the Director of Planned Giving for 23 years. As a fundraiser with the university, Marcie was responsible for working with all frontline fundraisers across the UW campus and assisting them with securing major and planned gifts funded with complex assets. Marcie’s experience also includes partnering with her colleagues to analyze tax and financial data to prepare gift strategies for prospective donors that consider financial and philanthropic goals of the donor, as well as providing training and coaching for UW’s fundraisers centered on how to approach and introduce the planned giving conversation.
Marcie joined The Nature Conservancy in June of 2019. As a Regional Gift Strategist, she works with philanthropy teams to provide strategic guidance and tax expertise to build gift plans that provide financial and tax benefits for the Conservancy’s donors. Marcie works across the Pacific Northwest in the states of Washington, Alaska, Oregon, Idaho, Montana, Nevada and Utah.