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:

Tomorrow’s New Normal: 4 elements of an action-forward approach to planning

Thursday, October 22, 2020

Description:

The world has transformed in the last 6 months. A global pandemic, national social movements to create a just and fair society, environmental crisis after crisis – the list goes on. How do you plan for the future? What do you prioritize and what do you set aside? How do you anticipate what things will be like in the coming year? These are all good questions that no one has the exact answers to – but there is a lot we DO know. In this webinar, we will share with you 4 elements that every organization can use to strengthen its planning. A panel of experts discussed how they are using these 4 elements in leading their organizations through crisis response, scenario and/or strategic planning.

Moderators:

 

Alexis Cooke, Senior Consultant, Alford Group

 

 

 

Jamie Phillippe, Vice President, Alford Group

 

 

 

Panelists:

 

Felicia S. Davis, President and CEO, Chicago Foundation for Women

 

 

 

Darrin Goss, President and CEO, Coastal Community Foundation of South Carolina

 

 

 

Rachel Krinsky, Executive Director, LifeWire

 

 

 

 

Michele Stauff, CFRE, Executive Director, Million Dollar Round Table Foundation

 

 

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

New Megadonor Archetypes – A study of the donors from the Giving Pledge

Presented by Sharon Tiknis, Executive Vice President, Alford Group
Jamie Phillippe, CFRE, Vice President, Alford Group
Colleen O’Grady, Philanthropic Strategist, Lipman Hearne

Download Slides: New Megadonor Archetypes

Download Field Guide: Megadonor_Archetypes_Field_Guide

Download 16 Questions: Megadonor_Archetypes_16_Questions