Alison O’Carroll is a nationally recognized expert in development and planned giving with a successful career in fundraising spanning international relief and development, higher education, and cancer research. Alison recently returned to Atlanta after working as Executive Director for the Office of Planned Giving for the Fred Hutchinson Cancer Research Center in Seattle Washington. In this role she worked with donors on large and complex gifts, and partnered with professional advisors to serve the philanthropic needs of their clients. She oversaw the planned giving advisory committee for Fred Hutch and was a member of the Estate Planning Council of Seattle. With additional positions as Senior Director of Development at CARE and Director of Development at the University of Washington School of Public Health, Alison has worked in the field of development and planned giving for over 25 years. During that time, she has served in local leadership roles, including President of the Washington Planned Giving Council (WPGC), and has spoken at various conferences and meetings across the country. Alison has also served as a senior consultant with PG Calc for nine years, working with dozens of non-profits across the country, advising and guiding them with regard to their planned giving programs and donors. Alison has roots in Atlanta and connections to the professional advisor community locally. She is a lawyer by training, graduating from the Emory University School of Law and the Goizueta Business School. (She also holds a bachelor’s degree in economics from Claremont McKenna College.) After admission to the State Bar of Georgia, Alison practiced law at King & Spalding. In addition to the EPC of Seattle and the WPGC, recent memberships include the Washington State Bar Association (Real Property Probate and Trust section and the Estate and Gift Tax Section), Advancement Northwest AFP, National Association of Charitable Gift Planners, (formerly the Partnership for Philanthropic Planning), and the Seattle Philanthropic Advisors Network.
How do community foundations consider and offer legacy planning as an option for families in their philanthropy? Join the Community Foundation for Greater Atlanta, the Chester County Community Foundation, and the Central New York Community Foundation who will share about their legacy planning work… Read More
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