Giving USA and the New Age of Philanthropy

Vicki PughFormer Vice President for Philanthropic Giving, Community Foundation for Palm Beach and Martin Counties
Sharon TiknisChief Client Experience Officer, Alford Group
Julie Fisher CummingsFormer Chair of the Board of Directors, Community Foundation for Palm Beach and Martin Counties
Eric M. KellyPresident, Quantum Foundation
Brian D. WodarFormer Senior Vice President and Financial Advisor, Bernstein Private Wealth Management
Sarah NathanFormer Associate Director, The Fund Raising School at the Indiana University Lilly Family School of Philanthropy

Webinar (90 minutes)

A new age of philanthropy is upon us. The Alford Group will present the just-released Giving USA report looking back at 2019 giving, which informs our look forward. A panel of local funders and community leaders will speak on how the philanthropic landscape has and will continue to change since COVID-19. We will discuss how we are being called to do better to bridge the inequities and system failures clearly revealed in this global health and financial crisis.


About Giving USA

First published in 1956, Giving USA: The Annual Report on Philanthropy is the longest running, most comprehensive report on philanthropy in the United States. It is researched and written by the Indiana University Lilly Family School of Philanthropy. Alford Group is a longtime supporter of Giving USA and member of The Giving Institute. President and CEO Brenda B. Asare is the Chair of The Giving Institute.


Resources

Presenters

Vicki Pugh Headshot

Vicki Pugh

Former Vice President for Philanthropic Giving, Community Foundation for Palm Beach and Martin Counties

Vicki Pugh, CFRE, former Vice President for Philanthropic Giving, Community Foundation for Palm Beach and Martin Counties (she/her/hers) is an executive leader and career fundraising professional specializing in strategic planning, annual and capital campaigns, major gifts, planned giving and board development. She has raised over $300 million for organizations including the New York City Opera, Carnegie Hall, Ballet Florida and YMCA.

Sharon Tiknis Headshot

Sharon Tiknis

Chief Client Experience Officer, Alford Group

Sharon Tiknis has held leadership positions in the nonprofit sector for over 35 years, developing distinguished philanthropic programs and assembling influential volunteer leaders to build organizational capacity and drive results. Having worked previously with Alford Group, Sharon returned to the firm in 2014.

Julie Fisher Cummings Headshot

Julie Fisher Cummings

Former Chair of the Board of Directors, Community Foundation for Palm Beach and Martin Counties

Julie Fisher Cummings, former Chair of the Board of Directors, Community Foundation for Palm Beach and Martin Counties (she/her/hers) advocates for responsible policies on health, education, and philanthropy on behalf of underserved and marginalized children and families. She co-founded the Lovelight Foundation to focus on domestic child sex trafficking, undeserved women and girls, and early childhood education and care.

Eric Kelly Headshot

Eric M. Kelly

President, Quantum Foundation

Eric M. Kelly, President, Quantum Foundation (he/him/his) oversees a $155 million investment portfolio and strategically deploys millions in annual grants to improve health outcomes in Palm Beach County. He works across the private, not-for-profit and public sectors to ensure community improvement initiatives are sustainable and offer systemic solutions.

Brian Wodar Headshot

Brian D. Wodar

Former Senior Vice President and Financial Advisor, Bernstein Private Wealth Management

Brian D. Wodar, former Senior Vice President and Financial Advisor, Bernstein Private Wealth Management (he/him/his) is a seasoned wealth and estate planning advisor with 20+ years of experience, specializing in portfolio construction, estate planning and nonprofit investment. He has worked with over 4,000 clients representing more than $500 billion in assets during his tenure at Bernstein Private Wealth Management.

Sarah Nathan Headshot

Sarah Nathan

Former Associate Director, The Fund Raising School at the Indiana University Lilly Family School of Philanthropy

Sarah Nathan, PhD, former Associate Director, The Fund Raising School at the Indiana University Lilly Family School of Philanthropy (she/her/hers) is a self-described “pracademic” who has spent her career advancing nonprofits and philanthropy. At The Fund Raising School, she has taught over 300 hours and co-edited the 5th edition of Achieving Excellence in Fundraising. Currently, she serves as Executive Director of the Middletown Community Foundation in Ohio.