When

Thursday, September 24, 2020 from 11:30 AM to 1:30 PM PDT
Add to Calendar 

Where

TBD 
CA  

 
 

Contact

Planned Giving Forum of Greater Sacramento
Raquel Altavilla
916-715-5939 
pgfgs@comcast.net 
 

Generational Personalities

DESCRIPTION:
Trying to build awareness across the multiple generations of people around your organizational, dinner or boardroom table can help multigenerational groups cultivate productive relationships and effective decision-making. Lita Reyes will review the five unique personalities of each generation that family members and professional advisors operating in a multigenerational context may see sitting around their table. These may include representatives from the Traditionalists (born in 1925-1945), Baby Boomers (1945-1965), and Generation X-ers (1965-1980), all the way to the Millennials (1980-1995) and Generation Z-ers (1995-2015). Regardless if some or all of these generations are present in your work or families, everyone sees and approaches the world through a distinct, generational lens. We will foster a deeper understanding, appreciation and even build empathy for what members of other generations bring to their decision-making.

Speaker Bio:

Lita Reyes advises individuals and families on comprehensive philanthropic planning with a special emphasis on millennial engagement. She has extensive experience working in charitable organizations, including private foundations and public charities. In her consulting practice, Lita counsels clients on philanthropic identity, charitable giving plans, grants evaluation and disbursements, nonprofit program analysis, strategic thinking, and mission-driven partner engagement.


Program Agenda
Registration and Networking: 11:30AM
Program and Presentation: 12:00PM – 1:30PM

Cost To Attend
PGFGS and Joint NCPG & PGFGS Members:  $25

Regular Members:  $40

REFUND POLICY

You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, September 22.

PHOTO RELEASE
Please note that we occasionally take photos and videos of our educational sessions for marketing and social media purposes. If you plan to attend one of our events, but do not wish to be included in photos, please alert us by emailing Peter Leon-Guerrero at pleonguerrero@ucdavis.edu, and we will exclude your likeness from any of our communications.

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