Programs

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.
Remaining 2024 meeting Dates:
July 19, September 20, November 15

July 19, 2024

Legacy Giving, Matching, and What a Combo Could Look Like

Our Panelists:

Moderator: Dr. Ivy Buchan, President and Founder of Helix Strategies
Heather Morris, Interim Director of Philanthropic Giving, Millersville University
Mary Ann Cooke, Senior Director of Trusts, Estates and Gift Planning, Franklin & Marshall College
Renee P. Atkinson, CAP, Associate Vice President for Advancement, Swarthmore College

Have you ever considered combining planned giving and matching opportunities? Panelists will share their experiences organizing various sizes of these two fundraising efforts and overlapping these options to strengthen their asks. Panelists will discuss their lessons learned and other considerations with this creative approach.

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

Our Program Sponsor


Our Zoom Sponsor


Meet our panelists

Dr. Ivy Buchan
Dr. Ivy R. Buchan

Our Moderator, Dr. Ivy R. Buchan, President and Founder of Helix Strategies

Dr. Buchan fell in love with volunteerism and board governance in high school as the president of a community service group. While working at a domestic violence shelter in college she decided to focus her career in the nonprofit sector. With 20+ years of experience, Ivy founded Helix Strategies, LLC in 2017. Helix works with nonprofits to develop strategic solutions to fundraising and leadership challenges. Her team specializes in fundraising/engagement strategies, board development, strategic planning, evaluation, membership-based organizations, and foundations.

Heather Morris
Heather Morris

Heather Morris, Interim Director of Philanthropic Giving, Millersville University

Heather has been at Millersville University for ten years. She currently serves as the Interim Director of Philanthropic Giving. Millersville is a state university dedicated to providing a high-quality academic experience at an exceptional value.

Heather earned her BA in Communications from Temple University. She has held the credential as a Certified Fundraising Executive since 2008 and worked in the nonprofit sector for more than 20 years.

Mary Ann Cooke
Mary Ann Cooke

Mary Ann Cooke, Senior Director of Trusts, Estates and Gift Planning, Franklin & Marshall College

Mary Ann Cooke currently serves as the Senior Director of Trusts, Estates and Gift Planning at Franklin & Marshall College. She has thrived in her “second career” in the world of Gift Planning at F&M since 2010. Prior to entering the higher education advancement field, Mary Ann practiced law in the areas of Trusts and Estates, Workers Compensation and even some exciting Class Action litigation. The Lancaster, PA community has provided Mary Ann with her education, career, family and life. In return, Mary Ann enjoys giving back by serving on the Milagro House Board which helps women with children achieve long-term success through education.

Renee Atkinson
Renee Atkinson

Renee P. Atkinson, CAP, Associate Vice President for Advancement, Swarthmore College

Renee P. Atkinson, CAP is a dedicated professional who currently serves as the Associate Vice President for Advancement at Swarthmore College, a role she has excelled in for a decade. With her roots in planned giving and a passion for philanthropy, she has made a significant impact on the institution’s mission.

Renee’s dedication to the field goes beyond her role at Swarthmore College. She serves on the board of the Planned Giving Council of Greater Philadelphia, where she also co-chairs the educational sessions committee. Her 18-plus years of membership in the council have been personally enriching. Through the council’s quarterly education sessions and Planned Giving Day, she has deepened her knowledge of complex gift structures. She has not only found mentors and friends among her peers but has also become a mentor herself through the council’s mentorship program.

In addition to her local involvement, Renee is an active member of the Middlebury Planned Giving Group, an assembly of peer schools. She has been a frequent presenter at their conferences, as well as at the Quakers’ Fundraising Gathering sponsored by Friends Fiduciary Corp and the Susquehanna Valley Planned Giving Council in PA. Her dedication to planned giving is evident in her belief that “Planned gifts insure the future of the institution.” While outright giving is important, Renee believes that planned giving takes a central role in securing the long-term success of philanthropic missions.