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Strategies for Planned Giving: Annuities and Trusts
This informal peer discussion will explore the complexities of planned giving, providing an in-depth look at the benefits and mechanisms of charitable gift annuities and trusts. Peers from community foundations across the nation will share…
Working with Professional Advisors (CPAs and Estate Planning Attorneys)
Donor service professionals at community foundations often work closely with donors to facilitate their charitable giving and help them achieve their philanthropic goals effectively. Join this peer virtual meet-up to learn…
Join us for a “Part Two” of our Donor Services Virtual Meet-Up to learn strategies from peers in navigating the intricacies of collaborating with Professional Advisors. Engage in small group peer discussions on critical topics such as outreach strategies, building relationships, and motivating…
When tackling issues around health care, education, infrastructure, or anything else, philanthropy is often perceived as narrowly focusing on the most immediate causes rather than tackling structural or root causes.
But the reality is that philanthropy's role is much more expansive,…
Sari Raskin serves as the VP of Grants and Community Leadership, overseeing the Foundation’s annual discretionary grant program of more than $1 million and scholarship process which awards more than $300,000.
Sari directs and helps frame the Community Foundation's growing community leadership…
Dr. Nichole Argo is a social psychologist who works at the intersection of science and practice. She is currently the Founder and Director of Research at the TogetherUp Institute, a consulting firm that leverages the science of social and behavioral psychology to support nonprofits, philanthropy,…
Delphine Moralis is responsible for the overall functioning of the organization and overseeing the secretariat’s strategic direction, as well as playing the lead role in liaising with Philea’s President, boards, and committees. Prior to joining Philea, Delphine was Secretary General of Terre des…
Timothy Snyder is the Richard C. Levin Professor of History at Yale University and a permanent fellow at the Institute for Human Sciences in Vienna. He speaks five and reads ten European languages. His chief books are Nationalism, Marxism, and Modern Central Europe: A Biography of Kazimierz…