The path to retirement is involved, and it is never too early to plan! While financial planners can help with money strategies, there are many common topics that grants professionals and fundraisers can share about retirement. This panel presentation brings a wealth of practical information for you to explore and encourages you to share your successful methods, tactics, and questions during the Q&A session. Panel members and participants will discuss:

-           Developing a retirement timeline and task list - a staged approach over years

-           Creating a smooth transition of funder relationships to qualified professionals

-           Juggling part-time work and salary when claiming Social Security

-Providing for health insurance if retiring before Medicare at age 65

-           Designing full retirement, part-time retirement with volunteer work, starting a new business, mentoring? A stepped plan? Can Compression Planning help?

-           Transitioning to part-time work with a current employer or contractor

-           Preparing emotionally for free time, travel and envisioning self-care activities

-           Retiring and reentering the work force

The panel will publish a retirement survey in the GrantZone prior to the GPA Conference, then incorporate survey results and other topics into the session. Participants will benefit from their attendance as follows:

-           Recognize the need to plan for retirement and be encouraged to begin their personal plan

-           Understand the major tasks (three RETIREMENT BUCKETS) involved in planning

-           Learn the impact of retirement on their employers, clients and funders as well as prepare them for personnel changes

-           Realize the breadth of resources and community support for this life transition

Presenter:

Rosi Urbine, GPC, CFRE, is the system-wide Grant Manager for Ascension Saint Thomas in Nashville, TN and provides grants and fundraising consultation to many organizations. Rosi has 15 years of grant writing and fundraising experience with awards secured from private and corporate foundations, State and Federal funders. She has been a HRSA Peer Reviewer for 8 years and is a GPA mentor. Her mission - being "a voice for many voiceless" as she seeks funds for healthcare and other needs.

Linda Gatten Butler, ACSW, LISW-S, has her Masters in Social Work with focus on planning & administration from the Ohio State University. She has founded six nonprofits, is a former national GPA board member, & a current member of 3 Planned Parenthood Boards. She is a senior fundraising consultant & President of Butler Consulting since 1994 with 45+ years of clinical, administrative & fundraising experience for 250+ nonprofits nationwide, primarily in Ohio's Miami Valley.

Jeanne Donado has worked in nonprofits for more than 30 years, the last 15 focused on grant research, planning and writing, organizational readiness, and strategic planning. Currently she is Grant Development Coordinator at Lansing Community College in Lansing, Michigan. She has been involved with GPA since 2005, most recently on the Nominating Committee and Professional Growth and Development Committee, which she chaired from 2016 to 2020. In 2020 she received the GPA President's Award.

Skill Level:
Advanced-Career

Learning Path: 
Personal Growth

GPC Competencies:
Methods and strategies that cultivate and maintain relationships between fund-seeking and recipient organizations and funders