September 2017  

Upcoming Monthly Meetings

Ways to Lose A Planned Gift and Why You Might Want To

September 27, 2017
11:30 AM to 1:00 PM
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Hurstbourne Country Club
9000 Hurstbourne Club Lane
Louisville, KY 40222 

The panelists will discuss various fact patterns that help illustrate how to identify planned giving prospects so that potential planned gifts aren’t lost, how to have ongoing conversations with donors about planned gifts to ensure the agency can and wants to accept the gift, and how to count and account-for planned gifts.  Development officers should be aware of the ethical considerations involving planned gifts, and the panelists will highlight these ethical dilemmas and offer resources for best practices.   


The panel of Speakers include:

Heather Cash, JD

Heather Cash joined the Community Foundation of Louisville in January 2016 as the Director of Planned Giving. Her primary role is to develop relationships with professional advisors, donors and prospects of the Foundation to inform them about the services of the Foundation and enhance their philanthropic experience. She also works with advisors and their clients to establish lasting gifts that will fulfill each client’s charitable goals and improve our community, including lifetime gifts, gift annuities, and bequest gifts.

Heather is a 2001 graduate of Centre College, and a 2003 graduate of Vanderbilt Divinity School, where she received the founder’s medal for the highest academic achievement in her class.  She received her Juris Doctorate from the University of Louisville’s Brandeis School of Law in 2007, graduating cum laude.  While at the University of Louisville, Heather served as a member of the Brandeis Law Journal and received the Samuel L. Greenebaum Writing Award, the Marlin M. Volz Scholarship, and the IOLTA Public Service Fellowship.

Before joining the Community Foundation, Heather completed a judicial clerkship with Justice Lisabeth Hughes on the Kentucky Supreme Court and practiced civil defense litigation at the law firm of Thompson Miller and Simpson, PLC, in Louisville.

Heather’s civic involvement includes volunteering at the Legal Aid Society and being President of the Charitable Gift Planners of Kentuckiana.  Her interest in ethics and social justice has taken her to Nicaragua, Ireland, and Thailand.  Heather is also a certified yoga teacher, and she teaches weekly Hatha flow classes at Infinite Bliss Yoga in the Highlands.

Kelly Wesley Taylor, JD

Kelly Wesley Taylor, J.D. is a founding partner of Trek Advancement, LLC.  Building on her proven track record of helping organizations and individuals facilitate philanthropy, she formed Trek with a vision to build a company to be a steward of philanthropy by helping organizations and individuals most effectively advance positive social change.

 Kelly works with a variety of non-profit clients as well as individual donors to facilitate “good giving” and “good receiving” of philanthropy.  Prior to establishing her consulting practice, her professional experience began with annual fund and planned giving fund development for Harvard University.

She received her B.A. from the University of Kentucky and J.D. from the University of Louisville.  Kelly has served on a number of community and national volunteer boards as both a grant maker and fund seeker.   She a past member of Planned Giving Group of New England and PPP Greater Philadelphia and currently serves on the Board of Directors for the Charitable Gift Planners of Kentuckiana. She has presented at a variety of philanthropy focused professional education programs, conferences and workshops throughout North America. 

Bruce Lott

Bruce is a Louisville native with undergraduate and graduate degrees from Western Kentucky University.  He formerly worked in education as a coordinator for innovative counseling programs through a federal grant located in Bowling Green.  Later, following a brief stint in WKU’s Graduate College as a “desk jockey”, he began a nine year career with Blue Cross-Blue Shield of Kentucky that included a sales and marketing position, followed by a move to the home office in Louisville as Special Representative and Legislative Liaison, and ultimately as Director of Corporate Communications.  He later worked at Christian Care Communities in Louisville for 19 years as Director of Development and Planned Giving, then joined Masonic Homes of Kentucky in 2005.  He’s held the positions of VP of Mission Advancement and Chief Development Officer.  He’s been semi-retired since 2016, serving as VP for Fraternal Relations.

Bruce and his wife, Debbie, have a blended family with four children, and 11 grandchildren (more or less!).

Bob Mueller, CFRE (Panel Host)

Robert J. “Bob” Mueller is Vice President of Development for Hosparus Health, the non-profit Community Hospices of Louisville, southern Indiana, and central & southern Kentucky.  He has over 40 years of experience in fundraising, public relations, crisis management, employee relations, public speaking, promotional activities, and counseling. 

 As a priest in The United Catholic Church, Bob brings a rich understanding of the spiritual and emotional dimensions of life.  In his presentations, Bob offers ways to renew the spirit and mind as well as the body.  A monthly contributing author to “Today’s Woman” Magazine and a weekly contributor to The Oldham Era, Bob has been recognized for his series “Positive Living” and integrates these concepts and illustrations in his presentations.

Bob’s three books, Look Forward Hopefully, The Gentle Art of Caring and Create a Better World are available at many bookstores.  His motivational topics include “Positive Living,” “The Gentle Art of Caring,”  “How to Get the Most out of Life,” “Life’s Mistakes & Insights,” “An Attitude of Gratitude,” “The Seven C’s, and “Seminary Lessons.”  Bob’s presentations are upbeat and energizing.  His rich sense of humor plus his vast experience with people combine to give his audience practical applications for daily living.

Bob has also presented many talks about different aspects of fundraising from “Fundraising 101” to “Capital Campaigns,”  “Annual Fund,” “Feasibility Studies,” “Planned Giving 101” and “Development Audits.”  He has served as President of the Greater Louisville AFP Chapter and as President of the Charitable Gift Planners of Kentuckiana.   


$20.00 Member Ticket
$25.00 after 11:45 pm September 22

$40.00 Guest Ticket
$45.00 after 11:45 pm September 22

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National Philanthropy Day

Don’t miss the Early Bird discount to be a part of National Philanthropy Day- Save $70 on a Table Patron Sponsorship if you register before October 1!

A Table Patron Sponsorship includes: 
*A reduced rate is available for nonprofits with budgets of less than $500,000. Please email AFP Greater Louisville (contact info below) for more information. 
• One table with seating for eight guests. 
• Listing in PowerPoint presentation with company logo.

The National Philanthropy Day luncheon is the one venue where all of the nonprofits in our community come together and celebrate everything about philanthropy. Your support is appreciated and is an important part of this year's celebration. The luncheon is also a great way to honor donors and volunteers and show them the giving community that we are blessed to live in. To find out more about attending or becoming a sponsor visit our website.

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Membership Corner


Welcome to New Members:

Full Name



Mr. JC Campbell, MA, BA, BS

VP of Development and Communications

Boys and Girls Clubs of Kentuckiana

Mrs. Charlene Kaye Flores



Wesley Scott

Development  Director

Life Adventure Center & Buckley Wildlife Center


  • Congratulations to Beth Hobson of Metro United Way for winning the box at Churchill Downs from our guest promotion contest that ran May-August!
  • New members can receive $50 off in the professional and associate categories when they join from October 1-Nov. 31 using code NPD2017.
  • Congratulations to Anne Cannon, Special Events Manager at Norton Healthcare Foundation and Children's Hospital Foundation, for receiving her CFRE certification!

Celebration Corner: 

Let us celebrate YOU in 2017!

Please submit your career milestones, years of service, new job, promotion, or other exciting news in your life as a fundraiser - Self-report or give another colleague a shout out! Send all news to monthly. We'll need your news by the 1st of the month to be included in the next newsletter. Anything received later may be added to the next month's news.

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Get Engaged in AFP!


Have you wondered how to get more involved in AFP, and would like to either learn more about membership or take your participation to the next level?  Whether you’re new to the field of fundraising or are seeking deeper connections, there is something here for you. You can connect more directly with new colleagues and mentors. 

Stay for a bit following our September meeting, and join Ad-Hoc Board Member Jennifer Webb for a casual conversation to learn how to get more involved in AFP leadership

WHEN: September 27, 1:00 p.m.

WHERE: Adjacent to the AFP Registration table

RSVP or questions: Jennifer Webb at

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Job Listings

Classified Job Listing

To submit job listings, please send a document (.pdf or .doc format) that includes: (a) information about the position (such as a job description) AND (b) directions for applying to the position to Please also let us know a date when you would like us to remove the posting (if not notified otherwise the position will remain listed for 30 days).  Current job listings are also included in the monthly e-newsletter, and on the AFP Greater Louisville Chapter Facebook Page.  

Effective April 2014, the price for a job listing is $25 if the hiring organization has an employee who is an AFP member in good standing.  The price for a job listing is $50 if the hiring organization does not have an employee who is an AFP member in good standing.  The fee is due at the time of the listing request.  

 AFP Greater Louisville reserves the right to refuse any job listing deemed inappropriate. 

Job Posting
Jul. 27, 2017


Job Posting
Aug. 18, 2017


Director of Development

The First Tee

Job Posting
Aug. 22, 2017


Senior Annual Fund Manager

Cabbage Patch Settlement House

Job Posting
Aug. 23, 2017


Executive Director

National Association of Women Business Owners

Job Posting
Aug. 23, 2017


Director of Philanthropy

Neighborhood House

Job Posting
Aug. 25, 2017


Job Posting
Aug. 28, 2017


VP of Development & Communications

Boys & Girls Clubs of Kentuckiana

Job Posting
Aug. 30, 2017

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Scholarship Opportunities!

Apply for a Scholarship to the 2018 International AFP Conference!
October 13th is the deadline for submitting a scholarship application for the international AFP conference in April 2018 in New Orleans!  For more information, visit
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