Giving for the Future: Basic Bequests Program
Workshop leader:
Susan DameGreene, Managing Member BIPSTER International Susan@Bipster.com/ www.bipster.com
888-588-BIPS/978-744-3180/ Fax 978-744-0319 PO Box 3022 Salem. MA 01970
About the Workshop:
Planned giving simplified for your church! What's all the smoke and mirrors about anyway!
A fun filled action packed session complete with take home suggestions on how to 'start' a
Planned Giving program at your church. You'll learn how to get the basics up and running
and, really, how simply you can do Planned Giving-even when you have limited time, little
help and nobody else in your shop knows what Planned Giving is! Also includes Endowment!
What is it and why you'd want one! Nationwide, the average bequest is $70,000. How much
are you getting now? How much money could you use?
Workshop leader biographies:
Susan is the Managing Member of BIPSTER International, a Planned Giving consulting firm
that specializes in BEQUESTS-from start up to collection and offers BIPSİ (Bequest Income
Processing Software), which is the only commercially available software program that
tracks and reports on all Charitable Bequests. Most recently, Susan was also the Senior
Associate Director of Gift Planning for the American Red Cross National Headquarters,
supporting and training 1700 chapters in their efforts in Planned Giving, raising over $65
million a year. Previously, as Associate Director of Planned Giving, she helped recruit,
support and train the 15 nationwide Planned Giving representatives for St. Jude Children's
Research Hospital in Memphis, managing a department that netted $16 million a year. Susan
was also Director of Major and Planned Giving at Childreach, the US member of Planned
Parenthood International, where she helped other members, such as Canada and Japan, start
Planned Giving. She has 17 years experience in major and planned giving, having begun
planned giving in 1983. Her background also includes almost 20 years experience working in
a sophisticated financial sales capacity with high net worth individuals. She was a Trust
Vice President in charge of two small trust departments as well as a Trust New Business
Officer for several years. In her trust years, Susan was an active member of the RI Estate
Planning Council and the Southeastern, CT Estate and Tax Planning Council, the
International Association of Financial Planners and the National Association of Bank
Women. She also started a Planning Giving Council in both Memphis and Rhode Island and she
was the first President of the Planned Giving Council of Rhode Island. She was, in '97 and
'98, Vice President for Programs of the Planned Giving Study Group of Greater Washington,
DC and chaired Planned Giving Days '96. Susan was named to Marquis' Who's Who in the East
and Who's Who in American Women, '96-'97 editions. She has been on the Board of several
nonprofits and in 1987 was recognized as the Outstanding Volunteer of the Year by her
local United Way. In 1995, Susan brought in a $25 million gift, the largest in ARC
history. She has a Master's degree from the University of Rhode Island and is a graduate
of Ithaca College in Ithaca, NY. Her proudest accomplishments are her two grown and
gainfully employed children. Ms. DameGreene frequently speaks nationwide and in Canada on
bequests and planned giving and has conducted numerous seminars.
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