PIP & Luncheon - January 23, 2020

PLANNING IN PRACTICE (PIP) 

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

The Future of Giving  

Program Description:
Donor behavior changes necessitate nonprofit and fundraising strategy shifts.  We will discuss the data and behaviors creating disruption in how we deploy and manage capital for positive social outcomes.

Speaker:
Avery Tucker Fontaine
Head of Strategic Philanthropy
BNY Mellon Wealth Management

Avery supports the US Markets, Family Office Group, Endowment & Foundation and Planned Giving Groups to develop a holistic platform focused on client needs and expectations related to strategic philanthropy. Avery is the lead subject matter expert in the review and analysis of client philanthropic interests.  She drives the effort for philanthropic thought leadership, education and training, tools and solutions, cross-functional teamwork, marketing support and national association relationships.  Avery has a BA in philosophy and fine arts from Sewanee: The University of the South and an MBA in General Management with concentration in Social Enterprise from The Fuqua School of Business at Duke University. 

Continuing Education Credit:
CPE
*Pending approval

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

Recent Developments: All The News That's Fit To Print

Program Description: 
This session will cover the latest developments in the field of charitable gift planning.

Speaker:
Erik Dryburgh
Principal
Adler & Colvin

 

 

 

Erik Dryburgh is a principal in the law firm of Adler & Colvin, a law firm specializing in representing nonprofit organizations and their donors. He has an undergraduate business degree from the University of Wisconsin at Madison, and earned his J.D. at the University of California at Berkeley, Boalt Hall. Erik’s areas of expertise include charitable gift planning, not-for-profit organizations, donor-advised funds and endowments. Erik is the immediate past Chair of the Charitable Planning and Exempt Organizations Committee of the American College of Trust and Estate Counsel (ACTEC), and a member of the American Bar Association’s Real Property, Trust and Estate Section. He is a past Board member of the Partnership for Philanthropic Planning (formerly NCPG), the San Francisco Estate Planning Council, and the Northern California Planned Giving Council. Erik received the 2005 Phil Hoffmire Service Award from the Northern California Planned Giving Council.

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

Program Fees
PIP - Members - $35; Non-members - $50
Luncheon - Members - $70; Non-members - $85
Registration deadline is January 21, 2020. 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 Luncheon Sponsor!