Quarterly Breakfast & Presentation on
Tapping the Epic Wealth Transfer:
A Case Study Look at Donors & the Planned Gifts They Choose
with Kylie Johnson, CRPC

America is in the midst of an epic generational wealth transfer that will last for decades and which provides an unprecedented opportunity for bequests and other planned gifts.

Understanding this trend and how to communicate with your donors as they gain and manage wealth is crucial. This case-study-based session will include a “behind the scenes” look at how donors might hold their financial assets and how you might shape the conversation to inspire them to consider gift vehicles that may be fit for their philanthropic and financial priorities.

The breakfast meeting will be held on Tuesday, April 14, 2020 from 7:30 a.m. to 9:00 a.m. at The Cape Codder Resort located at 1225 Iyannough Road (Rte 132) in Hyannis. 

The breakfast is FREE to attend with advance registration for current PPCI members and $35 per person for non-members. To attend this event, please register online via the link below. Deadline for registration is Friday, April 10th, 2020.

Register Now! 

 

About our Speaker: Kylie Johnson, CRPC

For over twenty years, Kylie Johnson has helped donors make charitable gifts that bring them joy, meet their unique needs and goals and provide tax-savings and other benefits. A program builder with comprehensive campaign, major and planned giving expertise, her career has spanned grassroots to large nonprofits, including the Saint Louis Symphony, UMass Amherst, and Virginia Tech’s $1B campaign, as well as experience as a Merrill Lynch financial advisor.

Always fascinated by healthcare, she has served at Baystate Health Foundation in western Massachusetts since 2015 where she launched a comprehensive planned giving program and is helping grow the major gifts and endowment program for a major health system. An active board member for the Planned Giving Group of New England (PGGNE), she also teaches for Boston University’s professional fundraising certificate program.. 

Is Your Membership Current?

The majority of 2019 Philanthropy Partners of the Cape and Islands memberships expired on December 31, 2019.  In order to attend this event as a membership benefit, please renew your membership now. 

You may renew your membership when registering for this event or pay the non-member fee. New memberships are now valid for a 12-month period!

For membership information, visit CapeCodGiving.org

If you have any question regarding your membership standing please contact Jean Kourafas at ppci@capecodgiving.org before registering for this event.

Thank you!

Register Now!