December 11, 2019 @ 4:00 pm – 7:00 pm

Winter Social and Annual Meeting

Complimentary program,  Leaving a Legacy: New research on planned giving donors, from 4-5:15pm Location: Seattle University Pigott Auditorium, followed by our Winter Social and Annual Meeting. Research presentation and panel discussion, no cost.

Social/Annual Meeting Location: Casey Commons (Casey 530) Casey Building

“Leaving a Legacy: A New Look at Today’s Planned Giving Donors” was published by the Giving USA Foundation last week.

Join Seattle University’s Nonprofit Leadership program and AFP Advancement Northwest for a research presentation and panel discussion on Giving USA Foundation’s newest Special Report, “Leaving a Legacy: A New Look at Today’s Planned Giving Donors.” The study, led by Elizabeth Dale, PhD, Assistant Professor at Seattle University, is a landmark effort in understanding today’s planned giving donors, and provides valuable insight into a key aspect of philanthropy that has not yet been extensively researched. Following an overview of the research findings a panel of planned giving practitioners will join Dr. Dale to discuss the report and how it relates to their organization’s work with donors.

Featuring: Elizabeth J. Dale, Assistant Professor, Seattle University, Sarah Finney, Senior Director of Gift Planning, Seattle University, Scott Fraser, Major and Planned Giving Director, Seattle Humane, Stephanie Ellis-Smith, CAP®, Principal, Phila Engaged Giving – Moderator


Elizabeth J. Dale is an Assistant Professor in Nonprofit Leadership at Seattle University and received her Ph.D. from the Indiana University Lilly Family School of Philanthropy.  A former development director and CFRE, her research interests include women’s philanthropy and giving to women’s and girls’ causes, giving among LGBTQ donors, and the intersection of gender and philanthropy.  She holds a bachelor’s degree in journalism and women’s and gender studies from Ohio Wesleyan University and a master’s degree in women’s studies from The Ohio State University.


Stephanie Ellis-Smith is the owner of the philanthropy advisory firm Phila Engaged Giving, is a Chartered Advisor in Philanthropy (CAPâ), and a Certified 21/64 Advisor in multi-generational family philanthropy. She works with high-net-worth individuals and families, foundations, and corporations to enhance their giving in light of their goals and learn philanthropic best practices from the field. She helps her clients clarify their intentions and empowers them to feel the joy of using their wealth, talents, and experience to improve the lives of their global community.

Whether consulting with individuals seeking greater meaning from their giving, foundations leaning in to stakeholder engagement, or companies fine tuning their social responsibility programs, Stephanie is known for her generative thinking and deep personal engagement to spark new ideas that lead to actionable results.

For over 20 years, she has been an active leader on a dozen non-profit boards and government commissions, including appointments by Governor Gary Locke, Mayor Greg Nickels, and Mayor Ed Murray.

Stephanie’s broad professional expertise in the civic sector has earned her numerous awards including Puget Sound Business Journal’s “40 Under 40”, Microsoft Corporation’s “Community Hero Award” and the Seattle Weekly’s “Best Expander of Cultural Boundaries”. She is married to the Russian historian, Douglas Smith, and has two teenagers and a Doberman.

Sarah B. Finney is the Senior Director of Gift Planning at Seattle University. Sarah works with donors and their advisors to fulfill philanthropic and financial planning objectives and oversees the university’s planned giving marketing. Previously, Sarah was the Assistant Vice President of Development for Seattle U’s past two capital campaigns, overseeing school and college fundraising and donor relations. Prior to Seattle U, Sarah’s nonprofit career included fundraising for United Way of King County, Pike Place Market Foundation and music arts organizations. Sarah served on the board of the Association for Fundraising Professionals in Washington and is a past-president of the Northwest Development Officers Association.  Sarah is a graduate of Macalester College and holds a Certificate for Executive Leadership from Seattle University.

Scott Fraser, Esq. is the Major and Planned Giving Director at Seattle Humane where he leads relationship-building with the organization’s principal donors and supervises Seattle Humane’s planned giving activities. Scott was part of the team of staff members and community volunteers who successfully raised nearly $29 million to construct Seattle Humane’s state-of-the-art adoption center, shelter, and primary care veterinary teaching hospital in the Factoria neighborhood of Bellevue. Previously, he was the Major Gifts and Annual Fund Coordinator at Neighborcare Health. He graduated from the University of Washington Extension’s Fundraising Management Certificate Program. Prior to his career in not-for-profit fundraising, Scott worked as a legal editor and a litigation/trial attorney practicing in California for various law firms. He has also served on numerous not-for-profit boards serving arts organizations in California and Washington. Kitties Maddie and Frank hold Scott and his husband prisoner in their home.


5:30pm – 7:00 pm Winter Social and AFP Advancement Northwest Annual Meeting Tickets available for purchase
Casey Commons.

Register Here