EPCSED Meeting: Give is NOT a Four-Letter Word
Presentation:
Give is NOT a Four-Letter Word
Today, it is now more important than ever for people to consider a charitable component to their financial and estate planning. Let's talk about what motivates people to give to charity, what doesn't, and how legal and financial advisors can help their clients achieve many different goals and have a meaningful impact through philanthropy. We will also cover a few creative gift plans which can disinherit the government, allow donors to contribute more to the causes they love, and strengthen charitable organizations that address problems, provide educational opportunities, fund critical research, and care of those in need.
Presented By:
Craig A. Bardell, JD, CFRE grew up in Nebraska and Colorado but went south to attend the University of New Orleans, where he earned a Bachelor of Arts degree in history. Craig then earned his J.D. from the University of Illinois and practiced law in Alabama for several years before becoming the Assistant Director of Planned Gifts at Tulane University, where he learned how to form relationships with donors based on trust and meaningful connections.
From there, Craig joined the D-Day Museum as its Planned Giving Director, helping to bring in millions of estate gifts, current gifts, and campaign pledges. He initiated many of the programs and processes that enabled the institution to transform from the smaller-focused institution to become the National WWII Museum.
He transitioned to health care fundraising and was the Director of Planned and Major Gifts at St. Vincent’s Foundation in Birmingham, Alabama, where he led a multi-million capital campaign to build a new cancer center. The Bardell family soon returned to Louisiana to lead the planned giving program at Ochsner Health. Working strategically to educate the institution’s constituencies about the benefits of gift planning and collaborating with external partners, development colleagues and other organizational staff greatly improved fundraising results. In June of 2024, Craig was very excited to have the opportunity to join the amazing team at Children’s Colorado Hospital Foundation as its new Senior Director of Gift Planning.
Craig maintains his Alabama law license in good standing and is a Certified Fund-Raising Executive (CFRE). He is a former Board member of the Alabama Planned Giving Council as well as the Past President of the Greater New Orleans Chapter, NACGP (National Association of Charitable Gift Planners).
Sponsors:
A special thank you to our generous 2025 sponsors:
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Meeting Schedule:
7:30 a.m. - 8:00 a.m.: Networking
8:00 a.m. - 9:00 a.m.: Speaker presentation
Meeting Registration:
Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $30 per meeting.
Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply."
Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!
