\n\tCGP is the best place to access the brightest minds in gift planning. From the annual conference to the webinars and online resources, I\u2019ve appreciated the community of thought leaders who are willing to help their peers succeed.<\/p>\n
\n\t \n\tHow do you relate your undergraduate degree to your work in gift planning?<\/strong> \n\tMy graduate degree in philanthropic studies is directly applicable to my daily work. I can see the many ways that philanthropy is more than asking for money. I often consider the psychology of why someone is parting with their time, talent, treasure and I\u2019m thoughtful in navigating how people are invited to give. I also frequently notice how practices of giving have evolved, the people who have made them more sophisticated, and the faith traditions that have influenced charity as a personal value that\u2019s practiced for the benefit of others.<\/p>\n \n\tAre there any changes you would like to see in the profession?<\/strong> \n\tWhat is your advice for people that are new to the gift planning profession?<\/strong> \n\tDo you perform any volunteer service? If so, what and why?<\/strong> \n\t\t\t\t\tHow old are you?<\/strong> 35<\/p>\n \n\t\t\t\t\tWhere is your hometown? <\/strong>Milwaukee, WI<\/p>\n \n\t\t\t\t\tEducation\/degree(s):<\/strong> \n\t\t\t\t\tWhat is your favorite book?<\/strong> I just read Everybody Always<\/i> by Bob Goff and it was so funny and heartwarming!<\/p>\n \n\t\t\t\t\tWhat is your favorite TV show?<\/strong> New Girl<\/p>\n \n\t\t\t\t\tWhat is your favorite movie?<\/strong> About Time<\/p>\n![\"\"](\"https:\/\/charitablegiftplanners.org\/sites\/default\/files\/C.%20Luy%20Photo%202019.jpg\")
Who or what inspired you to work in charitable gift planning?<\/strong>
\n\tGift planning is one way everyone can participate in philanthropy. Too often people want to \u201cdo good\u201d but feel constrained by their retirement needs. Not everyone can give a major gift, but everyone can leave something in their estate. Plus, gift planning is often a solution to the donor\u2019s desires to support charity and have retirement income \u2013 the two can benefit at once. Gift planning is changing the philanthropic landscape and I enjoy learning the complexities of planned gifts as they bridge personal decision making, tax law, estate planning, and more.<\/p>\n
\n\tGift planning is highly interpersonal work. When done well, it\u2019s about what we want for our donors, not from them. Studying communications gave me a foundation for building meaningful relationships with donors and for coaching my clients in doing the same. Learning to write well has also been important for my work. Whether it\u2019s drafting a gift agreement or a stewardship note, writing precisely and concisely is beneficial. <\/p>\n
\n\tI\u2019d love to see more young professionals \u2013 fundraisers, financial advisors, and donors who benefit from the wealth transfer \u2013 work together in greater measure to resource nonprofits and the outcomes they\u2019re achieving. Gift planning can be a win for all three audiences as people, especially donors, move into different life stages.<\/p>\n
\n\tGift planning takes some work to learn, but it\u2019s a very rewarding niche within traditional fundraising. I remember when I helped my first donor with a charitable swap. I was still pretty green in my gift planning knowledge, but drew on the CGP community, learned a ton, and helped my donor avoid enormous capital gains taxes, maintain his portfolio, and make a gigantic gift to my nonprofit client. Seeing everyone benefit was a catalyst to keep building my gift planning muscles. <\/p>\n
\n\tI volunteer in my church every week leading a community group for professionals in their 30s and 40s. It\u2019s an awesome group!<\/p>\n\n\n
\n \n \n\t\t\t\t\tQuick Facts<\/h3>\n
\n\t\t\t\t\tBA \u2013 Mass Communications\/Journalism
\n\t\t\t\t\tBA \u2013 Spanish Language & Literature
\n\t\t\t\t\tMA \u2013 Executive Master of Arts in Philanthropic Studies
\n\t\t\t\t\tCFRE certification
\n\t\t\t\t\tTESOL certification<\/p>\n