Thursday, March 18, 2021 from 12:00 PM to 1:00 PM PDT
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Northern California Planned Giving Council 

Black Belt Gift Planning: Ten Stages to Becoming a Master  

Planning in Practice Program 

March 18, 2021 - 12:00PM-1:00PM PDT

Program Description

As masters of karate know, even the most complex form involves knowing the basics and building on them over time. Gift planning veterans similarly know that each time they prepare for a gift conversation, design a marketing piece, strategize with a colleague about a blended gift or prepare for a training, they are building on a foundation of prior experiences. Join me in exploring the various stages in a typical gift planner's career path. We will explore both “hard” and “soft” skills that epitomize the character of a successful master gift planner.


Presented by Alexandra Pia Brovey, JD, LLM

 Senior Director, Gift Planning of Northwell Health Foundation

Alex is a leader and experienced charitable gift planner with more than two decades of experience at complex educational and health care nonprofits. For over 12 years Alex has served as Senior Director, Gift Planning at Northwell Health Foundation in New York where she is engaged in raising funds for Northwell’s $1 billion campaign. Trained as an attorney and a member of the Delaware, Pennsylvania and New York bars, Alex is President Emeritus of the Philanthropic Planning Group of Greater New York and served as a Board member and Treasurer of the National Association of Charitable Gift Planners, as well as Chair of its Leadership Institute. She is a frequent lecturer across the United States and has had articles published in national publications.

Alex earned a B.A. from The Pennsylvania State University, Phi Beta Kappa, a J.D. from Georgetown University Law Center, and an LL.M. in Estate Planning from the University of Miami School of Law. She has a trilogy of books: Zen and the Art of Fundraising: 8 Pillars of Success, Zen and the Art of Fundraising: 8 More Pillars of Success, and Zen and the Art of Fundraising: The Pillars in Practice, published by CharityChannel Press and available on Amazon. Her website is alexandrabrovey.com. Alex earned a black belt in Shotokan karate in 2015, and is currently working on a young adult book series incorporating the pillars of success.

Continuing Education CreditCFRE, CSPG (*Pending approval)

Program Fees: Members - $25; Non-members - $35

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Registration closes March 17, 2021.