Giving USA: What Lies Ahead for Philanthropy in America

Webinar | June 29, 2022

Description
The events of 2020-2021 have forever changed the nonprofit community and philanthropy. While they have been unprecedented on so many fronts, the generosity of the American people has been at an all-time high. Throughout these challenging times, the most successful organizations have transformed their programs, operations, how they engage donors and how they advance equity-centered philanthropy. This session will cover fundraising resiliency, insights regarding the future of fundraising, and new ways to approach creating generosity in more inclusive ways.

Take in the Giving USA research, learn about trends among donors both high-net worth and the general public, and hear from an expert panel on what they see lies ahead for philanthropy in America. Join us for this hands-on practical webinar and take new ideas back to your organization to achieve even greater fundraising results.

Moderator: Brenda B. Asare, President and CEO, Alford Group

Giving USA Presenter: Karen Rotko-Wynn, CFRE, Chief Business Enterprise Officer, Alford Group

Expert Panel:

  • Marco Corona, Chief Development Officer, International African American Museum
  • Marguerite Griffin, Director, Philanthropic Advisory Services, Northern Trust
  • Daniel Hungerman, Ph.D., Professor, Economics, University of Notre Dame

Materials:

#1 Slide Deck: Giving_USA_Presentation_Deck_June_29_Release

#2 Written Summary of Webinar: Found here

Giving USA Report Details
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.

 

America’s Transfer of Wealth: Why you should act now

Webinar | December 8, 2021 

Recent research by LOCUS Impact Investing indicates that approximately $8.8 trillion dollars is projected to transfer from one generation to the next by 2027. With a growing precedent for giving back to the community, many individuals and families are making plans to leave assets to their chosen nonprofits. Are you one of them? Join this webinar to hear the latest statistics around this powerful transfer of wealth opportunity and learn what you can do to develop and/or enhance your organization’s planned giving program to ensure that your organization is well-positioned for success! You will hear from experts and leave with take-aways that you can put to use in your shop.

Moderator:

  • Karen Rotko-Wynn, CFRE, Chief Business Enterprise Officer, Alford Group

Panel:

  • Robin Callahan, CFRE, CAP, Vice President of Philanthropic Services, Greater Tacoma Community Foundation
  • Travis Green, Vice President, LOCUS Impact Investing
  • Janell Johnson, Philanthropic Advisor, Phila Engaged Giving

Slide Deck: Transfer of Wealth Webinar Presentation – Alford Group

Additional Resources:

Giving USA 2021: Looking back to look forward

How things have changed a year later in the Pacific Northwest

GIVING USA REPORT PRESENTER: Karen Rotko-Wynn, CFRE, Chief Business Enterprise Officer, Alford Group

MODERATOR: Brenda B. Asare, President and CEO, Alford Group

PANELISTS:

  • Robin Callahan, CFRE, Vice President of Philanthropic Services, Greater Tacoma Community Foundation
  • Elena Fracchia, CWS, AVP, Wealth and Philanthropic Advisor, Columbia Bank
  • Bernadine (Bernie) C. Griffin, Managing Director, The Fifth Avenue Theatre
  • Asa Tate, Chief Development Officer, Wellspring Family Services

Giving USA 2021 Overview: https://www.alford.com/giving-usa-2021-overview/

Giving USA 2021 Infographic: https://www.alford.com/wp-content/uploads/2021/07/GUSA2021_Infographic.pdf

Giving USA and the New Age of Philanthropy in the Northeast

MODERATOR:
Elizabeth Rowley, CFRE, President and CEO, Community Foundation of Orange and Sullivan

GIVING USA PRESENTATION:
Amy Hines, Senior Vice President, Alford Group

EXPERT PANEL:
Sally Cross, President and CEO, Community Foundations of the Hudson Valley

Walter J. Dillingham, Jr., CFA, Managing Director, Wilmington Trust

Giving USA and the New Age of Philanthropy in the Pacific Northwest

GIVING USA PRESENTATION:
Karen Rotko-Wynn, CFRE, Executive Vice President & West Division Manager

MODERATOR:
Brenda B. Asare, President and CEO, Alford Group

EXPERT PANEL:
Robin Callahan, CFRE, Vice President of Philanthropic Services, Greater Tacoma Community Foundation

Elena Fracchia, CWS, AVP, Wealth and Philanthropic Advisor, Columbia Bank

Dana Miller, Senior Program Director – Grants, M.J. Murdock Charitable Trust

Anjana Pandey, Vice President of Strategy, Philanthropy Northwest

Slide Deck:Giving USA 2020 Summary Slides

Infographic: Giving USA 2020 Infographic

Giving USA and the New Age of Philanthropy

Moderator:
Vicki Pugh, CFRE, CAP®
Vice President for Philanthropic Giving
Community Foundation for Palm Beach and Martin Counties

Presenter:
Sharon Tiknis
Executive Vice President & East Division Manager
Alford Group

Panelists:

  • Julie Fisher Cummings, Philanthropist, Chair of the Lovelight Fund and Board Chair of the Community Foundation for Palm Beach and Martin Counties
  • Eric M. Kelly, President, Quantum Foundation
  • Brian D. Wodar, Senior Vice President and Financial Advisor, Bernstein Private Wealth Management
  • Sarah Nathan, PhD, Associate Director, The Fund Raising School at the Indiana University Lilly Family School of Philanthropy and Board member for the Johnson County Community Foundation

Slide Deck: Giving USA Summary Slides

Infographic: Giving USA 2020 Infographic

Blog: Giving USA By the Numbers and Beyond

 

Giving USA and the New Age of Philanthropy

MODERATOR: Brenda B. Asare, President and CEO, Alford Group

GIVING USA PRESENTATION: Karen Rotko-Wynn, CFRE, Executive Vice President, Alford Group

PANELISTS:

  • Laura Coy, Director of Philanthropy Strategy, William Blair; Vice President of the William Blair & Company Foundation
  • Marguerite H. Griffin, Senior Vice President; Director of Philanthropic Advisory Services, Northern Trust
  • Stephen Maislin, President & Chief Executive Officer, Greater Houston Community Foundation
  • Beth McCaw, President & CEO, Washington Women’s Foundation

Slide Deck: GUSA 2020 Summary Slides

Infographic: GUSA2020_Infographic

Blog Recap: Giving USA Numbers

Blog Recap: Panel Discussion