Cost: Member - $15, Non-Member - $25

Learn from an award-winning gift-planning marker how integrating the message of asset based and legacy giving into every communication will change the way your current donors can engage with your organization. As retail investing and cryptocurrency changes the banking industry our education and segmentation needs to change demographics to reach a younger audience. Collaboration, brand cohesion and a shared message will increase your non-profit's clarity in the clamor of marketing. Create goodwill as you show your stakeholders you care about their financial well-being as well as your own when you are offering tax optimized donation methods every time.

Meet the Speaker:

Nicola Lawrence MSc, MA, PgC, CFRE, CAP

Vice President, Individual Giving, Phoenix Children’s

Award-Winning Fundraising Professional, Innovative Leader, and Non-Profit Operations Specialist

Nicola Lawrence has dedicated her career to non-profit leadership, amassing over 30 years of experience serving organizations across four continents. Her work spans a range of philanthropic efforts, from billion-dollar campaigns to daily fundraising for large healthcare institutions and grassroots social impact startups.

Nicola holds undergraduate degrees in Business and Finance from Wigan and Leigh College and International Non-Profit Management from the University of Leicester. She also earned a postgraduate diploma in Missional Leadership from York St. John University, an MSc in Non-Profit Leadership and Innovation from Dundee University, and an MSc in Financial Planning from the American College of Financial Services. Additionally, she holds CFRE, Chartered Advisor in Philanthropy, and Accredited Estate Planner credentials. Currently, she is pursuing a doctorate in philanthropic leadership with a focus on next gen fundraising at the Lilly Family School of Philanthropy at Indiana University

Nicola specializes in revitalizing underperforming development shops and unlocking revenue through adapting to ai, generational patterns and integrated gift planning. Beyond fundraising, she has led several non-profits in operations and senior leadership. By designing effective policies and guiding organizations through risk mitigation, adherence to legislation, and strategic planning, she helps them achieve their missions. Her commitment to ethical practices and impactful philanthropy has earned respect throughout the sector.

As a conference speaker, Nicola shares insights nationwide, focusing on emerging technologies, challenging norms to adapt economic and legislative realities and championing integrated approaches to charitable gift planning for maximizing sustainable revenue.

She serves as the chair of the National Association of Charitable Gift Planners and is VP of Arizona Charitable Gift Planners. Nicola is gift planning faculty at the AHP Madison Institute. She is also proud to have served as a foster and adoptive parent.