Session 38
3:00 pm – 4:00 pm
Huron
Leveraging Seminars and Professional Advisors to Obtain Planned Gifts
Speaker: Kimberly Jetton, CFRE
Director of Planned Giving
Archdiocese of Los Angeles, California
Moderator: Alma Benitez
Director of Stewardship and Development
Diocese of Yakima, Washington
Grow your planned giving outreach through estate planning seminars and professional advisors in a budget-friendly way. Over 70% of Americans do not have an estate plan, so help your stakeholders learn about planning while encouraging bequests for your ministry. Learn how to get attendees, what to present and how to encourage legacy gifts with estate attorneys and financial advisors.
Ms. Kimberly Jetton, CFRE
Kimberly Jetton serves as the director of planned giving for the Archdiocese of Los Angeles, which is the largest archdiocese in the United States and the fourth largest in the world. She has over 20 years’ experience in advancement, with a concentration on planned gifts. Her areas of expertise include estate planning as it pertains to charitable giving and tax benefits, charitable gift annuities, endowments and charitable trusts. She and her team have developed the flagship planned giving program for dioceses across the country and have secured over $70 million in planned gifts for parishes, schools and ministries.
Ms. Jetton is a Certified Fundraising Executive (CFRE), holds a master’s degree in nonprofit management from Regis University and a bachelor’s degree from the University of Arizona. In addition to her position at the archdiocese, she is an extension faculty member at Loyola Marymount University, a faculty member for the National Catholic Planned Giving Conference, and has served in a variety of leadership and board positions in support of nonprofits during her career.