The Susquehanna Valley Council of Charitable Gift Planners offers a series of informative seminars and educational events for the planned giving professional. Meetings are generally held on the third Friday of January, March, May, July, September and November.
2024 meeting Dates:
March 15, May 17, July 20, November 15

Our january program has been rescheduled for march!

March 15, 2024

Planned Giving: More Than A Gift

Helping donors reach their philanthropic potential requires that savvy gift officers understand the value and importance of planned giving opportunities. Planned giving techniques and tools can move transactional gifting to transformational gifts that bring dreams to reality for donors and the organizations they love.

This extended session will open the door of planned giving strategies to fundraising practitioners and broaden their tool belt of giving methodologies. Attendees will learn the language and tools of planned giving, how to identify potential planned giving donors, what motivates a planned gift, and practical applications they can employ immediately.

This session is geared to both new and experienced fundraising professionals.

8:00am: Coffee & Bagels
8:30am: Program
Members $15; Non-members $25
Location: WITF

Our Program Sponsosr

Meet Our Speaker

Lise Detwiler

Lise Detwiler, MBA, CFRE, CAP
president, Generate Philanthropic Services, LLC

Lise Detwiler, MBA, CFRE, CAP has been in professional fundraising and development for more than 35 years, 25 of which were spent within complex healthcare organizations. Her areas of expertise include development strategic planning, management and execution of capital campaigns, principal/major gifts, planned giving, and annual fund strategies and execution.

Lise is president of Generate Philanthropic Services, LLC – a fundraising consulting firm focused on strategic planning, team functionality, one on one coaching, board training and assisting nonprofits to create and implement a balanced fundraising program.

Previously she held leadership positions in healthcare and academic organizations in Philadelphia and Lehigh Counties, PA. Lise’s served as past president and chair for the Greater Philadelphia Chapter of the Association of Fundraising Professionals (AFP) where she was honored as “fundraiser of the Year”. An AFP Certified Master Teacher, she is an adjunct faculty member at Villanova University for the Principles of Fundraising certificate program.

She received her MBA from St. Joseph’s University in Philadelphia, her Chartered Advisor in Philanthropy (CAP) designation from the American College of Financial Services and maintains her Certified Fundraising Executive (CFRE) credential.