Honoring Donor Intent: From Unknown Donor to Lasting Legacy
Maureen Wendling
2:00 PM - 3:00 PMThu
Registration Required

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Speakers
Trisha R. Higgins, CPA
Executive Vice President & Chief Financial Officer
Lehigh Valley Community Foundation
Maureen Wendling
Director of Donor Initiatives
Lehigh Valley Community Foundation
Bequests are often a significant source of long-term growth for community foundations, but they can also present challenges related to communication, governance, and donor intent. Through a series of real-world case studies, this session will explore common issues that arise when foundations are named as beneficiaries with limited prior donor relationships or visibility into estate planning decisions. Participants will identify recurring patterns, discuss strategies for working effectively with advisors and executors, and gain practical insights for protecting donor intent, strengthening stewardship, and improving bequest administration practices.