1288 Valley Forge Rd. Building 82
(800) 490-7090

Meredith Sossman, Esq.

Meredith is a CASE designated Stellar Speaker, a CASE mentor and a speaker for the Partnership for Philanthropic Planning. She is currently the Chief Development Officer, Campaign Director, Director of Gift Planning & In-house Counsel to the West Chester University Foundation. She is responsible for more than $42,000,000 in gift commitments to WCU over the past several years. Meredith and WCU’s Chief Operating Officer transformed the development operations of the WCU Foundation and increased fundraising results by 170 percent in one year. Before joining WCU Foundation, Meredith served as a private practice attorney in estate planning, tax, real estate, and in litigation for multinational medical device, chemical and oil companies..

Some of Meredith’s topics include:

For Fundraisers
  • Donor Surveys: How, Why, and Industry Benchmarks
  • Asking the Right Questions: How to Have the Gift Planning Discussion
  • Get Your Board on Board: Writing the Case for Gift Planning
  • Putting Your Gift Policies in Order
  • Understanding Donor-Centered Philanthropic Planning
  • Gifts of Complex Assets
  • Writing your Donor-Centered Gift Planning Marketing Plan
  • Impact of Changing Generational Cohorts on Individual Giving
  • Obtaining and Conducting Donor Visits
  • Gift Planning Essentials: Starting a Donor-Centered Gift Planning Program
  • Increasing Income in Retirement
  • How to Ask for Bequests
For Donors
  • Developing a Personal Philanthropic Plan
  • 5 Questions You Should Ask Before Seeing Your Estate Planner
  • Why You Need a Will

For more information on having Meredith speak to your group, please contact us.

Meredith Sossman, JD, CFRE