The Dream Team: Biggest Donation in School History
2:00 PM - 3:00 PM CT
Speaker(s): Jeffery McLain, Senior Director of Gift Planning, Texas A&M University-Kingsville
Competencies: Integrity and ProfessionalismRelationship BuildingEmotional IntelligenceStrategic ThinkingLeadership
Elective Session
Learn how the Trusted Wealth Advisor, the VP for Advancement, the Ranch Manager, the Alumnus, the Faculty Chair, and the Director of Planned Giving teamed to secure the largest donation from an individual in the history of Texas A&M-Kingsville. This study will examine how gift elements delighted the donor and aligned with the teaching and research mission of one of the university’s marquee institutions. The Trust Advisor will also share insights on how a development team can effectively work with bank trust officers. At the end of the session, learn two secrets that make this donation that much more meaningful.