Scaling Your Planned Giving Program: From One Person to Mid-Size


Program Description:
Whether a mid-sized shop with several staff or a one person development
generalist, planned giving should and can be integrated into your fundraising
operations. This presentation will offer you practical tips on how to introduce
planned giving strategies into your operations. Led by a development professional with hands on experience implementing planned giving in small and mid-sized fundraising shops, Jennifer Alpert will present proven practices and ideas you can begin implementing immediately.

Speaker Bio:
Jennifer Alpert
Jennifer is Vice President of Lester Consulting Group and brings more than 25 years to her clients in the areas of management, fund development and campaign management, outcomes measures, marketing, public relations, and business operations.

Prior to joining Lester Consulting Group, Inc., Jennifer owned an independent consulting firm for nearly a decade and built three other successful companies in the nonprofit and for-profit sectors. She is a founding investor and board member of a company serving the healthcare industry. She also built a foundation to support the critical mission of a nationally recognized nonprofit organization creating jobs for people with disabilities.

Jennifer has served a diverse array of clients in health care, human services, science and technology, higher education, and the arts. She brings her entrepreneurial skills and social enterprise experience to assist her clients in effectively and creatively addressing the challenges they face.

Science and technology, along with healthcare have been the dominant focus of Jennifer’s career. Her experience spans every organizational size, from large national organizations, to regional healthcare foundations, to grassroots organizations and multiple startup operations. Jennifer has served in a variety of volunteer roles to advance the mission of faith-based organizations.

Jennifer earned a Bachelor of Science degree from University of California, Davis and a foreign student language program certificate from the University of Graz, Austria. She is a graduate of the Institute For Charitable Giving’s major gifts program and the Crescendo Planned Giving training.

Program Agenda:
Registration and Networking: 11:30AM
Luncheon Presentation: 12:00PM – 1:30PM

This program is accredited for 1.5 hours by CFRE and appropriate for all planned giving professional levels.

PGFGS hereby establishes the policy that attendance will be paid in advance by credit card. For attendees who want to pay by check, checks will need to be received one week before the event in order for them to be considered registered.

Make checks payable to PGFGS. Mail to: Raquel Altavilla, 1130 Iron Point Rd # 100, Folsom, CA 95630.

You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, October 24.


  • When

  • Thursday, October 26, 2017
    11:30 AM - 1:30 PM

  • Where

  • KVIE Community Room
    2030 W. El Camino Avenue
    Sacramento, California 95833

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