When it comes to writing a will and planning a family and charitable legacy, your clients and donors needs more than a "friendly reminder" to get started. Challenge grants have been used as incentives for annual and capital fundraising campaigns for centuries.
Join us for a lively discussion of creative partnerships between visionary philanthropist and not-for-profits that incentivize charities and donors to begin the charitable planning process now while providing additional resources for the charity's immediate use, as well. Add some oomph to your planned giving program, and send your donors running to their advisors to work on their financial and estate plans. Billions of dollars in legacy commitments and gifts have been recorded over the last decade in response to legacy challenges.
Sara Eigenberg, JD
Deputy Director of Planned Giving and Endowments at the United States Holocaust Memorial Museum
Sara Eigenberg is the Deputy Director of Planned Giving and Endowments for the United States Holocaust Memorial Museum where she has worked since 2002. Sara's primary responsibilities include cultivating, soliciting, and securing deferred gifts in New England, the West Coast and the Southwest, along with handling the full administration of all matured estate gifts benefiting the Museum. Since 2009, under the umbrella of an Endowment Campaign and three successful Legacy Challenges, Sara, along with her planned giving colleagues, have built a vibrant planned giving program that has to date raised well in excess of $150 million in known deferred commitments. Sara earned her B.A. from the State University of New York at Geneseo and her J.D., cum laude, from the Antonin Scalia Law School - George Mason University. She is currently admitted to practice law in the state of Virginia.
Mohammad Zaidi has served with the American Civil Liberties Union for the past 18 years, as Senior Director of Leadership and Planned Gifts, and previously as Director of Gift Planning. He led the $850 million planned gift component of the ACLU’s Centennial Campaign, which ended in March 2020. Mohammad was formerly a Lecturer on the adjunct faculty with Columbia University’s Master’s in Nonprofit Management Program. In his 30+ year career in development he has served with the National Audubon Society, Boy Scouts of America Greater New York Councils, Planned Parenthood Federation of America, and The New York Public Library. Mohammad is a past president of the Philanthropic Planning Group of Greater New York. He studied Economics at the Stern School of Business at New York University.