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.
Karen Rotko-Wynn, CFRE, Chief Business Enterprise Officer, The Alford Group
Robin Callahan, CFRE, CAP, Vice President of Philanthropic Services, Greater Tacoma Community Foundation
Travis Green, Vice President, LOCUS Impact Investing
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.
Alexis Cooke, Senior Consultant, The Alford Group
Jamie Phillippe, Vice President, The Alford Group
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