Morning  Session
11:00 a.m.  - 12:00 p.m.

Join us for a presentation by The Philanthropic Initiative’s John Tyler, Senior Philanthropic Advisor, and Jennifer Montone, Senior Director of Marketing and Strategic Partnerships , who will be presenting TPI’s latest survey of High Net Worth Individuals, their financial advisors, and their shared and individual perspectives on philanthropy.

To better understand the extent and dynamics of philanthropic conversations taking place between wealthy individuals and their advisors, The Philanthropic Initiative (TPI) with support from DAFgiving360™, Foundation Source, and the Boston Foundation. for the third time since 2013 conducted a national study of advisors’ approaches to and high net worth clients’ expectations of these discussions.

Luncheon Session
12:15 - 2:00 p.m.

For the second session of the day, we will have a panel discussion of experienced frontline fundraisers and advisors to talk about the practical application of our work, based on what we’ve just heard from The Philanthropic Initiative report. Our panel will share stories, techniques, and how they or their teams and colleagues navigate relationships with HNWIs & their advisors.

On the panel are:

Dear Members, did you know that your Council gets charged for every meal we sign up for even if registrants do not show up? We are trying to be mindful of unnecessary and wasteful expenditures and would rather spend this money on educational and networking opportunities. So if you register for this program but can no longer attend, we require cancellation notification at least three (3) business day in advance of the program. Members who do not attend without notice will be charged a $25 no-show fee.

Thank you for your understanding and help in reducing food waste and unnecessary expenses.