The Hope Club, 6 Benevolent Street, Providence, RI
Thursday, September 18, 2014
7:30 - 10:15 a.m.
Please join us for the inaugural breakfast and educational sessions for the 2014-15 year.
7:30 – 8:00 a.m.: Networking and Breakfast
Session One
8:00 - 9:00 a.m.: Investing With Impact – Trends for Both Donors and Recipients
Presented by Cliff White, Institutional Consulting Director of Graystone Consulting, Boston, MA
Investing With Impact, a trend that shows no sign of slowing, is now the umbrella under which three separate focus areas have found common ground – and a growing influence in philanthropy.
Socially Responsible Investing (SRI), Sustainable Investing, and Environmental/Social/Governance (ESG) Investing will continue to have their separate focuses and approaches. Collectively, they are slowly but steadily changing how investing programs in the NFP world are managed.
Our approach is not to pass judgment, but to inform. Our observations come from the vantage point of advising over 1800 families and over 320 NFPs nationally.
For recipients, being prepared and fluent to address this trend puts them at a competitive advantage. We’ll share observations of how many NFPs have done so successfully without upending their investment programs. For donors, recognizing how recipients are evolving their thinking allows them to tailor their preferences as never before.
Session Two
9:15-10:15 a.m.: How to Successfully Secure Planned Gifts
Presented by Bob Barr, Director of Gift Planning at St. Paul’s School in Concord, NH
Step away from the planned giving jargon and discover that securing planned gifts may be easier than you might think. This presentation is NOT about planned giving mailings, email blasts, web sites or just-the-right leave behind printed piece. It IS about how to narrow your prospect pool so that you can focus on those who are most likely to make planned gifts to your institution. It is also about what you say when you are in front of these prospects, and how to bring them to closure.
Download the presentation
The Partnership for Philanthropic Planning of Rhode Island is grateful to Hinckley Allen Snyder, LLP for serving as the Presenting Sponsor and Nadeau and Associates CPAs, LLC for their support as the Program Sponsor for the September 18, 2014 membership program.
Nadeau and Associates CPAs, LLC
Cost:
Members: Free
Member Guest: Free (A guest of a member may attend one meeting per year at no charge)
Non-Members: $40
Please send payment to:
PPPRI
411 Waverley Oaks Road
Suite 331B
Waltham, MA 02452
Save the Dates for the 2014-15 Program Year
Thursday, September 18, 2014
Thursday, November 20, 2014
Thursday, January 15, 2015
Thursday, March 12, 2015
Thursday, May 21, 2015 (Annual Meeting)
Thursday, May 28th - Member Networking Reception
