Transformational Gifts: Using Philanthropic Planning to Partner with Prospects and Advisors
Presented by AFP North Dakota - Northern Plains Chapter - $15 for NDANO members
For the last forty years, charities have focused their high-end fundraising on unrestricted gifts from the Traditionalist generations (born Pre-1946). With the rise of the "New Philanthropists" (born 1946-present), there has been a significant generational shift in the donor base. In this session, Brian will share the latest research from his book with co-author Robert E. Wahlers, The Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning, exploring why charities and professional advisors must use a collaborative, philanthropic planning approach when working with high net worth donors from these rising New Philanthropists. Special attention will be given to the common elements from philanthropic planning efforts from Princeton, Harvard, the Heritage Institute and others.
At the conclusion of this session, participants will:
• Understand the shared values of different generational cohorts and what motivates their giving
• Understand the opportunities for their practice/organization if they embrace a philanthropic planning approach for high net worth prospects/clients
• Identify the best practices for shaping a practice or charitable organization to work with high net worth individuals in philanthropic planning
Lunch will be served. Please RSVP to Christina Burns
NDANO offers live in-person and online learning opportunities for nonprofits, often with partners. Members receive discounted rates on all NDANO events. All times are Central unless otherwise indicated.
Do you have a learning opportunity or event for North Dakota nonprofits to add to our calendar? Email NDANO with the details.
