Networking: 11:30 AM - 11:45 AM 

Luncheon Program from 11:45 am – 1:00 pm

Planning for Planned Gifts

Join us for a frank and illuminating panel discussion on how to introduce and promote a planned giving program for your organization. Frank McArthur, Barbara Auten and Lindsey Yates-Grimley will tell us how to add planned giving to your already full plate. They will help us understand how to engage our leadership, volunteers and donors in this effort, what works and what doesn’t work, and what free resources are available!

Panelists

Frank McArthur and his wife Kathy are true philanthropists. They lead by example, never asking anyone to give without making their own gift first. Their extraordinary philanthropy and volunteer leadership reach across Baton Rouge and nationwide.
 
Passionate about promoting planned giving, the McArthurs are ardent supporters of Leave a Legacy, a philanthropic marketing program of the National Council of Planned Giving. Frank is particularly proud to have introduced this program to Baton Rouge and to have nurtured its development. They believe strongly that anyone can leave something behind and, by doing so, can make a difference in the lives that follow. Frank and Kathy practice what they preach, making legacy gifts to many organizations throughout the community.

Frank is the President of The Benefits Solution Group.

Barbara W. Auten, CFRE, is the Executive Director of Alzheimer’s Services of the Capital Area where she brings her passion to serve families and professionals coping with the disease. She received the John W. Barton Excellence in Nonprofit Management Award from the Baton Rouge Area Foundation in 2013. She was named one of the Most Influential Women in Business by the Baton Rouge Business Report in 2012. Following Katrina and a move to Baton Rouge, she was employed by Alzheimer’s Services and became the Executive Director in 2008. She received the Certified Fund Raising Executive distinction in 2011. She is a past-president of Association for Fundraising Professionals Greater Baton Rouge Chapter. She has 20+ years of professional experience and 37 years of volunteer and board experience in nonprofit organizations and fundraising.

Lindsey Yates-Grimley is the Executive Director of Planned Giving at the LSU Foundation. In her role, Lindsey provides strategic leadership to a program that is an important component of LSU’s statewide, $1.5 billion dollar Fierce for the Future campaign. She has professional and technical expertise in gift planning and a background in finance. 

Prior to joining the LSU Foundation, Lindsey was the Associate Director of Planned Giving at Brown University, located in Providence, RI, where she served as one of two directors managing a sophisticated planned giving program that raised more than $55M annually. Most recently, she was the Executive Director for Gift Planning at the University of Rhode Island Foundation where she implemented policies and procedures in advance of their public campaign and tripled their FY19 planned giving goal. Lindsey also has twenty years of financial experience including serving as Textron Inc.’s Ethics and Compliance Auditor. In addition to her role at the Foundation, she is currently a board member of the Rhode Island Chapter of Partnership for Philanthropic Planning. A Louisiana native, Lindsey is thrilled to be part of the team working to build a stronger foundation for her alma mater.

* Blackened Catfish with Shrimp Etouffee  
* Chicken Carbonara 
* Vegetarian

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