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Lunch & Learn: Planned Giving & How Small Steps Can Transform Your Organization




The Chesapeake Planned Giving Council invites you to join your colleagues at 12 noon to network over lunch⁠—whether in-person or virtually⁠—as the program will be offered in a hybrid format! 

Take the first steps to assess your organization:

  • Address your own (your Board's) common myths & fears.
  • Get a commitment from your staff, management & Board.
  • Build an understanding of the role planned giving plays in the sustainability of an organization. 

Learn how to:

  • Take small, manageable steps.
  • Set internal procedures and policies to match your goals.
  • Expand conversations in support of organizations that will allow you to get to know your donors & clients better.

It is all possible, no matter how large or small your organization!


Rosemary Calderalo, PhD
Director of Gift Planning
Community Foundation of Anne Arundel County

Rosemary has nearly 30 years' experience in the nonprofit sector in fundraising, donor support, programs and executive leadership. In her current role, she engages advisors, their clients and Foundation donors in philanthropic planning on topics ranging from tax strategies to multi-generational conversations and planned giving. Rosemary has found that regardless of scope of wealth, people often do not believe their lives have made or can make a difference; she enjoys helping her clients see that they can do just that, and that their dreams for the world can come true through the power of their charitable giving. She has served in leadership positions with the Boys & Girls Club of America, Baltimore Community Foundation, Habitat for Humanity of the Chesapeake, United Way’s 2-1-1 in the Hudson Valley and the American Red Cross in New York and Connecticut. Rosemary holds a doctorate in Adult Education and Women’s Studies from Syracuse University.


Full participation in this program is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.




Registration Information

July 20, 2022

Location | Village at Augsburg, 6825 Campfield Road, Baltimore, MD, 21207
Time | 12:00pm to 1:30pm

July 20 - 12:00PM


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