10:00 a.m. - 3:00 p.m.
The Clay Center
1 Clay Square, Charleston, WV 25301
Matthew Treadwell is a Gift Planning Attorney at the Indiana University Foundation. His office is located on the IU Indianapolis Campus where he assists all units at IU Indianapolis, IU Columbus, IU East, IU Fort Wayne, IU Kokomo, IU Northwest, IU South Bend, and IU Southeast. Along with his fundraising responsibilities, Matthew directs IU’s Planned Giving marketing efforts. Matthew is an Adjunct Faculty for the Lilly Family School of Philanthropy’s The Fund Raising School, where he teaches Planned Giving: Getting the Proper Start as well as custom classes. Matthew also guest lectures for classes within the O’Neill School of Public Health at IUPUI. Prior to joining IU Foundation, Matthew was the Planned Giving Officer for the National FFA Foundation. As the Planned Giving Officer for National FFA, Matthew was tasked with restarting a planned giving program that had been dormant. He revitalized the planned giving legacy group, the Forever Blue Circle, implemented a new event during the National FFA Convention for planned giving donors and prospects, and oversaw a transition in marketing vendors. Along with the planned giving responsibilities, Matthew managed the Foundation’s endowments process and donors. Matthew acted as the liaison between the National FFA and each individual State FFA Foundation/Association to organize and coordinate fundraising goals and methods. Before entering the nonprofit world, Matthew was a Deputy Attorney General in the Office of the Indiana Attorney General. He began his time in the Office working directly for then-Chief Deputy Gary Secrest. Matthew then made the transition to the Transportation Practice Group’s Litigation team handling eminent domain cases. Matthew graduated from Indiana University with a major entitled Global Inequalities, through the Individualized Major Program. His senior thesis focused on Land Rights in Cambodia and the issues villagers and farmers have with proving ownership in the post-Khmer Rouge Cambodia. After graduating from IU Matthew spent time working on the west side of Indianapolis at a school for students with mental and emotional disabilities. Matthew attended law school at the University of Notre Dame, seeking out classes that provided practical experience as well as those with a focus on not-for-profit and non-governmental organizations. Matthew is a member of the National Association of CGP Board serving on the Emerging Professionals Steering Committee, DEI Committee, Board Nominating Committee and National Conference Committee. Locally, Matthew is a Board Member for Ausome Indy, Past Chair for Charitable Gift Planners – Indianapolis, and the Chair of the iNDy Notre Dame Lawyers Committee Advisory Council.
Practical tips on how to start or run a program at a small shop. Will discuss how to focus your efforts to do the most with what may not be a lot.
REGISTRATION
WELCOME AND INTRODUCTIONS
KEYNOTE SPEAKER- Matthew K. Treadwell
LUNCH
BREAKOUT SESSION- Planned Giving for the Small or New Program
Afternoon Refreshments and CGPWV Partner Updates
Depart