PIP & Luncheon - March 21, 2019

PLANNING IN PRACTICE (PIP) 

9:30 am - 11:30 am (9:00 am Check In)

US Trust Study of High Net Worth Philanthropy: The Economics of Nonprofit Giving

Program Description:
This session will review the insights gleaned from the US Trust Study of High Net Worth Philanthropy as to how donors view their giving, the mission of the nonprofits they care about, and the future of philanthropy.  We will answer several questions, including:
- Why does high net worth giving matter to your organization?
- What are the current trends in high net worth philanthropy?
- How do we match impact to stewardship of high net worth donors?
- What is the economic impact of strong high net worth donor communications?

Speaker:
Matthew Laufman, Senior Vice President, Practice Expert, Nonprofit Consulting
US Trust

 

 

 

 

 

Matthew Laufman is a Senior Vice President and Practice Expert, Philanthropic Consulting and Planned Giving with U.S. Trust Institutional Investments and Philanthropic Solutions group.  Matt’s responsibilities include providing in-depth philanthropic planning knowledge and tailored solutions to assist clients in pursuing their mission and goals. In this capacity, Matt is able to provide best practices and consultative services in several areas, including governance and oversight, development strategies, board and staff education, and strategic planning. Matt works closely with the organization’s leadership, boards, development committees and staff to provide the knowledge and resources needed to address challenges and thrive. Matt provides ongoing strategic and philanthropic consultative services to support nonprofit clients.

Matt has over 25 years of experience in the philanthropic industry, serving as Director of Gift Planning for Sutter Health, a nonprofit healthcare system based in Northern California, Vice President of the Community Home Health and Hospice of SW Washington, and Director of Planned Giving for Virginia Mason Medical Center in Seattle, Washington. He is a member of the Northern California Planned Giving Council, the Association of Healthcare Philanthropy and has served on several boards, education panels and advisory committees.

Matt is a graduate of the University of Washington, where he majored in Business with a concentration in Finance. Matt is a frequent speaker on various philanthropic topics.

Continuing Education Credit:

CFP, CFRE, CPE
*Pending approval

LUNCHEON PROGRAM
12:00 pm - 1:30 pm (11:30 am Check In) 

Leveraging Complex Assets to Maximize Charitable Impact for Your Donors

Program Description: 
One of the best ways to enhance a donor’s charitable giving strategy is to help them identify the right assets to give and the right time to give them. While many development directors have helped donors facilitate charitable contributions of cash or publicly-traded securities, contributing complex assets can be an incredibly impactful strategy for donors. This session will explore the key considerations and opportunities of this under-utilized approach to charitable giving.

Speaker:
Amy M. Grossman, JD, Vice President, Complex Assets Group
Fidelity Charitable

 

 

 

 

Amy M. Grossman is vice president at Fidelity Charitable®, an independent public charity that has helped donors support more than 220,000 nonprofit organizations with over $23 billion in grants since its inception in 1991. The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms.Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.

Prior to joining Fidelity Charitable, Ms. Grossman was a Managing Director in  the private banking division at Credit Suisse where she held various leadership roles including head of the Corporate and Executive Services Group, which specialized in diversification strategies for holders of concentrated equity positions. Before that she was vice president and restricted stock specialist at Montgomery Securities. She was also an attorney for Thelen, Marin, Johnson & Bridges, LLC in San Francisco.

Ms. Grossman’s strength is providing strategic advice on the full spectrum of monetization, hedging and diversification strategies, as well as estate and gift tax planning for pre- and post-liquidity events. 

Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.

Continuing Education Credit: 
MCLE, CFRE, CPE, CFP
*Pending approval 

Program Fees
PIP - Members - $35; Non-members - $50
Luncheon - Members - $70; Non-members - $85
Registration deadline is March 19, 2019. There is a $10 price increase for luncheon registrations at the door. Cancellation Policy: For a full refund, requests need to be submitted a minimum of 48 hours prior to the event date.

Not yet a member? Click HERE to join!

Thank You to Our Generous Meeting Sponsor: