Skip to content
  • There are no suggestions because the search field is empty.
Back to all episodes
Relationships Matter: The Human Side of Planned Giving and Bequest Administration

Relationships Matter: The Human Side of Planned Giving and Bequest Administration

Sharpe Insights: Conversations With Your Planned Giving Experts
• 46 min
Play episode
The Who is just as important as the What, When and How. City of Hope’s Marina Katsnelson and Adrienne Gibson return to the podcast to discuss internal and external relationship dynamics in estate administration, ideas for ensuring you are honoring donor intent, why to avoid transactional language in certain interactions, how to best communicate with fiduciaries and techniques to build and grow your advisor network. Panelist info: Host Grant Miller is an award-winning writer and editor for Sharpe Group who works closely with Sharpe clients to create compelling donor interviews for their newsletters. In addition to hosting the podcast, he frequently contributes to the Sharpe blog and Sharpe Insights Newsletter. Contact Grant here. Adrienne Gibson serves as a senior executive director of planned giving at City of Hope. As a frontline fundraiser, she cultivates, solicits and stewards deferred gifts. Adrienne strives to partner with donors to create personalized consultative plans that demonstrate the donor’s passion and provide creative solutions for real estate, income and tax-related issues. Adrienne’s career in philanthropy began at Scripps College, where she spent 13 years building her fundraising toolkit in annual giving, alumnae relations and planned giving. She then led the philanthropy arm at the YMCA of Greater Whittier for 2.5 years as the executive director of financial development. Adrienne is always available to help other gift planners. Contact her by email at adgibson@coh.org or by phone at 626.787.3307. Marina Katsnelson currently serves as the senior executive director, estate administration, at City of Hope. In this role, Marina oversees the estate and trust administration program, which includes managing probate and trust litigation, handling gifts of complex assets, and facilitating realized bequests to City of Hope.  Prior to joining City of Hope in 2021, Marina managed estate administration at The Nature Conservancy for eight years. In addition to her professional work, she is a frequent speaker on topics related to philanthropy, bequest administration, and planned giving. Marina has presented at national and regional charitable gift planning conferences, participated in webinars and professional panels and has been featured as a recent guest on the Sharpe Insights Podcast, which discussed the topic of “When No, Thank You is the Right Response: Gift Acceptance Policies and Protecting Your Organization.” Marina loves to connect with the broader planned giving community. Contact her by email at mkatsnelson@coh.org or by phone at 626.866.0749.