6C | Partnering for Peak Performance: Planned Giving Stewardship at Mayo Clinic

Thursday, Sept 22
1:15 - 2:15 PM

Sector
Suitable across all audiences

Experience Level
Suitable for all levels

Shop Size
Suitable for any size shop

This session will share Mayo Clinic's best practices in planned giving stewardship. We will describe the unique functions of the stewardship team and the planned giving team, and how in recent years these two groups have more closely integrated to focus on strategically advancing Mayo Clinic's planned giving goals as outlined in our comprehensive campaign. We are excited to share how we have extended and leveraged this partnership to document an additional $3 million in estate commitments from our current planned giving membership in 2015. Highlights will include acknowledgement, recognition, proactive stewardship, membership processes, leadership engagement, and integration of campaign strategies. 

Laurie Simon

Laurie Simon has been a member of the Mayo Clinic Department of Development since 2006. From 2008 to 2013 she served as Stewardship Manager in the Jacksonville, Florida office and since 2013 has served as Stewardship Administrator at Mayo's campus in Rochester, Minnesota. In this role Laurie works closely with the principal gifts team to manage administrative functions and activities for complex gifts, and also serves as stewardship and recognition administrator to The Mayo Legacy, Mayo Clinic's 4,000-member society of planned giving benefactors. Laurie holds a BA in communications and English from Winona State University and is earning her MA in management at St. Mary's University of Minnesota.

Jessie Pridie

Jessie Pridie joined the Department of Development in 2011 and moved into the Office of Gift Planning in October of 2013. In this role at the Mayo Clinic, Jessie works with a team of four gift planners to identify, cultivate, and solicit planned giving prospects. In addition, Jessie serves as an internal consultant and educator on complex gift vehicles, coordinates marketing activities and leads The Mayo Legacy. Jessie holds a BA in philosophy and theology from the University of Sioux Falls and an MA in philanthropy and development from Saint Mary's University of Minnesota.