Discovery:
How to Learn About a Donor’s Assets

Tuesday, September 15, 2020
12:00 - 1:15 PM

Virtual Offering

What do you own? Is it valuable (and how do you know)? Has the value appreciated? Do your kids want it? Do you owe anything on it? Are you thinking about selling it? Wouldn’t it be great to just straight up ask the questions that will help you identify assets that might be ripe for charitable giving? When you can’t be that blunt, Cathy helps you ease into conversations that yield the information you need to develop gift options.

Presenter:
 Cathy R. Sheffield, CAP®, CFRE, CSPG, FCEP is on   a mission to help nonprofits raise more planned and   major gifts. Cathy is a nationally recognized planned   giving thought leader with 25-years in healthcare and   higher education. From the moment you meet Cathy, you   will recognize her enthusiasm for her work, appreciate her collaborative method for achieving results for both donors and nonprofit organizations alike, and welcome her sense of humor. 

Cathy serves on the American Council on Gift Annuities Board of Directors, is the current President of the Fort Worth Metro Chapter of AFP and was the 2017 Board Chair of the National Association of Charitable Gift Planners.   Cathy is a faculty member of the American Institute for Philanthropic Studies which administers the Certified Specialist in Planned Giving designation program. Cathy is a co-host of Charitable Chit Chat with Cathy & Claire, a radio show for philanthropy professionals. 

Cathy received her MBA from Texas Christian University and her undergraduate degree from North Dakota State University.