Join us as we’re exploring the largest, but most underutilized, source of charitable wealth: non‑cash assets. Even though most charitable gifts are made in cash or publicly traded securities, most of a person’s total wealth is in non-cash assets meaning donors are giving from the smallest bucket. Learn to better understand what these non‑cash gifts look like, why they matter, and how nonprofits can confidently benefit from these gifts.
Speaker:
Laura Malone, CAP, CEPA, Charitable Solutions, LLC
Laura Malone's passion for complex giving has been a cornerstone of her 15 years in philanthropy. As Donor Relations Manager, she serves as the primary donor/professional advisor liaison from the initial conversation, through due diligence, donation all the way through to the final grant.
Recently, during her 4-year tenure as the Development Officer at Community Foundation Lorain County in Elyria, OH, where led the Community Foundation’s efforts in all avenues of Development to build donor relations and increase the Community Foundation’s endowment. She also served as a member of the CEO’s management staff, participating in the development and implementation of the Community Foundation’s strategic plan.
Prior to the Community Foundation, Laura was Vice President of Corporate/Complex Giving at American Endowment Foundation from 2009-2020. Aside from being integral in the creation of more than 800 Donor Advised Funds that were a key contribution to AEF's $1B+ growth during that time, she launched and led an internal complex assets team starting in 2017. During her tenure leading that team, Laura managed the charitable receipt and liquidation of over 125 gifts totaling more than $255M in complex assets.
Laura became a 21/64 Certified Advisor in 2024 and holds her Chartered Advisor in Philanthropy (CAP®) designation from The American College. She also is a credentialed Certified Exit Planning Advisor (CEPA®) through the Exit Planning Institute and a past faculty member for the CEPA® program. Laura has been a past Board Member of the Financial Planning Association of Northeast Ohio, Estate Planning Council of Cleveland and Northern Ohio Charitable Gift Planners, as well as Past President and National Board Member of International Association of Advisors in Philanthropy. She currently serves as a Board Member of her local Rotary Club and enjoys time with her husband and twin daughters.
Agenda:
7:45 AM - Registration/Breakfast/Networking
8:20 AM - Announcements and Introductions
8:30 AM - Program
9:30 AM - Adjourn
Cost to Attend:
Members: $45 | Non-Members: $60
Attendance PLUS Membership: $145