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*Community Foundations Program* Fifth Connect Conference Series Session: Gift Planning: Assets and Vehicles

July 20 @ 9:00 am - 11:00 am


In this session, presenters will highlight the steps donors need to take to plan a gift. You will learn which assets make good gifts during a donor’s life and how one can use a simple beneficiary form to create a meaningful philanthropic legacy. Presenters will also discuss how charitable remainder trusts, charitable lead trusts and gift annuities can meet specific needs of donors. Case studies and stories will illustrate a suite of giving vehicles, which will enable you to discuss the benefits of specific gift vehicles with current donors and prospects in your respective communities.

This session has been designed for host and standalone community foundation staff members who support fund development and planned giving conversations with donors. 

The gift estate and planning sessions of the Connect Conference Series are being presented through a partnership with Heaton Smith.


Sheryl Aikman
Senior Consulting Associate, Community Foundation Practice Area

Sheryl led asset development, planned giving, advisor and affiliate relations and nonprofit fundholder services at The Community Foundation of Western North Carolina for over 21 years. Her volunteer roles have included service to AdNet (Advancement Network for Community Foundations), the Council on Foundations, 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 rigorous policy, program and operational accreditation assessments. Sheryl is a Phi Beta Kappa graduate of Davidson College and holds a master’s degree in Management of Nonprofit Organizations from Case Western Reserve University.


Carol Golden
Senior Consulting Associate, Community Foundation Practice Area

Carol’s knowledge of the nonprofit landscape and deep understanding of philanthropic decision-making was honed over a 28-year career at the Rhode Island Community Foundation. She led a robust development effort focused on lifetime gifts and planned gifts for current and prospective donors, and served in leadership roles across the Foundation. An accomplished advisor and mentor, Carol has been a faculty member for the Community Foundation Fundamentals course and leads classes and workshops on lifetime giving, charitable estate planning, and asset development in community foundations, always with an emphasis on philanthropic values and charitable impact. She is a former board member and past President of the Partnership for Philanthropic Planning of Rhode Island. In the community foundation field, she was an active member of the Advancement Network, served on the Council on Foundations’ Community Foundation Leadership Team. Carol earned her undergraduate degree from Drew University and her master’s degree from the University of Maryland.


Wm. David Smith, CAP®
President and CEO

Dave founded Heaton Smith Group, LLC in February 2009. He brings more than twenty years of experience in the nonprofit sector to our organization and has worked with nonprofit institutions and their donors in the Southeast, Mid Atlantic, Northeast, Midwest and Pacific regions, serving clients from a wide range of markets, including healthcare, arts and culture, religion and the independent school sectors. Dave is passionate about helping donors assess their current needs, family wealth transfer goals, and their long-term philanthropic goals. His work includes individuals and couples with modest estates as well as high-net-worth individuals, couples and families with private foundations and family offices.


July 20
9:00 am - 11:00 am
Event Category:




Kari McCann Boutell


100 available *Community Foundations Program* Fifth Connect Conference Series Session: Gift Planning: Assets and Vehicles

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