When

Tuesday, October 20, 2020 from 11:00 AM to 1:30 PM CDT
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Contact

Lone Star Council Charitable Gift Planners
972-233-9107 x204
lonestarcouncilcgp@gmail.com 

 

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To Our 2020-21 Sponsors!

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Lone Star CGP Oct 2020 Extended Program: Multi-Generational Philanthropy Keynote & Panel 

Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.

Save the dates!

Join the  Lone Star Council of Charitable Gift Planners for an enlightening and entertaining session with Melissa S. Brown that will help focus your work with estate and gift planning, target donors, volunteers and staff members from different generations.

Our demographics are changing. Approximately 10,000 Baby Boomers are turning 65 every day between now and 2030. Millennials will be the largest proportion of any generation in the U.S. workforce by 2025. They also are the most ethnically diverse group. In between these two large groups are the GenXers who, in middle age, often get ignored. These demographic shifts are bringing significant changes to our society and to our culture, including to philanthropy and our nonprofit sector. Younger generations have different attitudes about giving, attitudes that nonprofits need to consider when developing fundraising strategies.

1. What do these shifts mean for how we recruit and manage board members and staff?
2. How do we reach these audiences in the most efficient and effective way?
Understand the issues and their implications.
3. Explore trends in philanthropy at the national and local levels.
4. Learn how to prepare for this generational shift impacting your work and how you can proactively address them.
5. After the keynote presentation, a facilitated discussion with local philanthropists, advisors and funders will highlight these trends right here in our own community.
6. Virtual breakout discussions of topics presented.

Keynote speaker Melissa S. Brown is a nationally known speaker, researcher, and fundraising expert, manages the Nonprofit Research Collaborative, a twice-annual survey to assess what works in fundraising. She is also a past editor of Giving USA and is a past editor of Giving USA and has facilitated courses at Indiana University's Fundraising School.

Moderator Missy Gale, president and founder of M. Gale & Associates, has dedicated almost three decades to crafting strategies and solutions to fundraising projects and organizational issues. Her career includes fundraising and public relations for hospitals, museums, educational institutions, community service organizations, and faith-based organizations.

 

Panelists:

Macy Hill, President, Tailwind Philanthropic Advisors
Macy advises family offices, foundations and individuals seeking to manage and align their generosity to achieve positive impact on the issues they care about. She is a graduate of Texas Christian University, and services on the boards of TCU’s Addran College of Liberal Arts, The Cowtown Marathon, Fort Worth K-Life and Healing Shepherd Clinic, and is a member of the finance committee for Fort Worth Country Day. 

Jennifer Sibley, J.D., CFP, Partner, The Blum Firm
Jennifer received a J.D. from the Texas Tech University School of Law, graduating magna cum laude. She is a Certified Financial Planner and was selected by Thomson Reuters as a Texas Rising Star Super Lawyer (2017-2019). She focuses her practice on both tax and non-tax aspects of estate planning and assists clients with wills, trusts, estate administration, asset protection and charitable planning.

Leslie Ford, WORTH - North Texas Community Foundation, VP Operations, Rogue Architects
Leslie is a graduate of the University of Texas at Arlington. She is a longtime member of SteerFW, is a member of the Junior League of Fort Worth and serves on the board of Project Success and on the steering committee of the North Texas Community Foundation's young professional philanthropic group, WORTH. In 2016 she founded 100 Women Who Care Fort Worth, which provides a path to make philanthropy more accessible to all Fort Worth women. Collectively, its members have donated over $125,000 to Fort Worth area non-profits.

Register your team members for this essential session. (earn 2 CFRE credits)
                     Members: $35.00              Non-Members: $50.00

Register Now!Save time by registering for six online meetings at once, including the extended workshop "Multi-Generational Philanthropy" on October 20, 11AM - 1:30 PM! Register for October and receive the recording from the September 15 meeting with Jeremy Stelter, "Planned Gift Marketing During & After COVID-19."
(September 15, 2020, October 20, 2020, November 17, 2020, January 19, 2021, February 23, 2021, and April 20, 2021).

Click "Register Now"
and select Subscription Rates for 2020-2021
$85 Members/$175 Non-Members for six meetings

Not sure if you'll be attend? If you can't make it, notify the office, lonestarcouncilcgp@gmail.com, and send someone in your place.