Nonprofit Symposium: Planned Giving & Legacy Donation Programs

Description

The Adirondack Nonprofit Business Council, of the ARCC, presents a panel discussion on planned giving and legacy donation programs. Hear from nonprofits who have established these programs, and can share what has worked for them. Then the conversation rounds out with perspectives from an estate planning attorney and a wealth management officer.

Could a planned giving or legacy donation program work for your nonprofit? Attend this event to find out!

Our panelists


Cindy Sherwood, MBA, CFRE - Glens Falls Hospital Foundation
Cindy Sherwood has served as Vice President of Development at Glens Falls Hospital for almost 10 years.  Previously, she was Executive Director of the Claxton-Hepburn Medical Center Foundation in Ogdensburg, NY from 2008 through 2014. Cindy worked for 8 years in higher education fundraising at St. Lawrence University in Canton, NY and the University of Rochester in Rochester, NY.  

She earned a B.A. in 1995 from Johns Hopkins University in Baltimore, MD and an M.B.A. from the University of Rochester’s Simon School of Business in Rochester, NY in 2003. 




Robin DeMattos, Director of Development & Donor Experiences - Double H Ranch
Robin DeMattos, with over 24 years of experience at the Double H Ranch, serves as the Director of Development and Donor Experiences. Her passion lies in creating meaningful connections between donors and the organization, ensuring the Ranch’s continued success.
 
The Ranch’s mission is to provide specialized programs for children dealing with life-threatening illnesses. Robin’s commitment to this mission fuels her every day. But she doesn’t stop there. Robin understands that the daily grind of development work can sometimes feel like Groundhog Day—repetitive, monotonous, and lacking inspiration.To combat this, she infuses her work with creativity and innovation. Whether it’s celebrating small victories, embracing change, or planning adventures, Robin keeps development fresh. Her dedication extends beyond work; she resides in Queensbury, NY, with her husband and has three children. Robin DeMattos is not just preventing Groundhog Day; she’s turning each day into an opportunity for growth and impact.




Jessica R. Botelho, Esq., Founder of Botelho Law PLLC

Jessica lives in Queensbury with her husband and daughter.





Marilyn R. Kraus, CTFA, Vice President and Trust and Wealth Services Manager, Glens Falls National Bank and Trust Company
Marilyn joined Glens Falls National Bank and Trust Company in 2011 and has more than 22 years of experience managing trusts, estates, investment management, custody and individual retirement accounts. Marilyn oversees the bank’s Trust and Wealth Services Department, which specializes in estate, trust settlement and administration. She also provides wealth account management for several local non-profit organizations. Marilyn earned a bachelor’s degree in economics from the University of Albany. She also completed the Personal Trust School at Cannon Financial Institute and holds the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. Marilyn is a past president on the board of directors of the Estate Planning Council of Eastern New York, Inc. She also has served as president on the board of the Wait House and the Southern Adirondack Childcare Network.