Gift Planning Beyond Bequests: Three Big Opportunities

The slides from this presentation are available for download HERE.

Ready to ask your donors for more than a bequest in their will? Or at least offer more options
for significant planned gifts? Sheryl Aikman from Alenda Consulting will outline the planned gift
opportunities that can help you move your donors (and your organization) beyond the simple
bequest.

Sheryl Aikman is the principal of Alenda Consulting LLC. She serves a wide range of nonprofit,
individual and professional advisor clients, with a focus on major, life income and planned gifts,
legacy planning, and personal philanthropic consulting. Sheryl is also an affiliated consultant
with Ekstrom Alley Clontz & Associates and Charitable Solutions LLC.

Sheryl led asset development, planned giving, advisor, affiliate and nonprofit fundholder
services at The Community Foundation of Western North Carolina for over 21 years. She has
held volunteer leadership roles for the community foundation field nationally, the North
Carolina Planned Giving Council and the Land of Sky Estate Planning Council. For eight years,
Sheryl served as a peer reviewer for the National Standards for U.S. Community Foundations,
conducting policy, program and operational accreditation assessments.

A Phi Beta Kappa graduate of Davidson College, she attended the University of Bristol (England)
on a post-graduate fellowship and holds a masters degree in Management of Nonprofit
Organizations from Case Western Reserve University (Ohio). Currently, Sheryl serves on the
board of the Southern Appalachian Highlands Conservancy in Asheville, where she lives with
her spouse, teenagers, dogs and chickens.