philanthropic

In this episode of CASE xChange - Voices from the Field, Simone Garske, Chief Executive Officer at Royal Brisbane & Women's Hospital (RBWH) Foundation and a member of the CASE Regional Council for Asia-Pacific highlights the importance of excellent health research and advancement through partnerships and philanthropy. Listen in for RBWH Foundation’s success stories in fundraising and donor acquisition during a pandemic and find out more about their upcoming projects. Simone also shares some tips on where to start looking for relevant information for advancement professionals, how advancement professionals can look after themselves and find support, and the value of the CASE community - a fertile ground for relationships and networks to prosper.

Lastly, hear Simone’s views on the future of advancement and philanthropy, the importance of long-term engagement and investment in good advancement practice, as well as how RBWH Foundation differentiates themselves from other non-profits in the healthcare sector.

Our guest today on The Tetrault Show is Kris Putnam-Walkerly.

Kris is a trusted advisor to the world’s leading philanthropists.

For more than 20 years, wealthy families, ultra-high net worth donors, foundations, Fortune 500 companies, and celebrity activists have sought and benefited from her advice to transform their giving and catapult their impact.

As President of the Putnam Consulting Group, a philanthropy advisor, speaker, and award-winning author, she’s helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts.

Additionally, Kris works closely with estate planning attorneys, financial and wealth advisors, and family offices to serve wealthy families who wish to deepen their philanthropic commitments.

Kris has been named one of America’s Top 25 Philanthropy Speakers for the past three years running.

She is the author of the book, Delusional Altruism: Why Philanthropists Fail to Achieve Change and What They Can Do To Transform Giving (Wiley, 2020) and Confident Giving: Sage Advice for Funders, and is a Forbes.com contributor on philanthropy.

In Episode 23, the James B McClatchy Foundation's CEO Priscilla Enriquez helps us take a look at the world of philanthropy and the hurdles that are faced in order to create more equitable communities. We also touch on opportunities that have surfaced due to this moment of disruption we are experiencing.

We had the pleasure of interviewing Matt and Tim from Amoveo, a non-profit that fixes broken systems around the world.  What a cool thought much less organization!  What these guys are doing is so unique and targeted that this episode is a "must" listen. 

Our guest for this episode of CASE xChange is Jennifer Karlson, Pro-Vice-Chancellor (Advancement) at The University of Queensland (UQ). We talk about UQ’s award-winning campaign video – If Not, When —The Campaign to Create Change and what it aims to achieve, focusing on how partnering with an institution such as UQ will help donors achieve significant impact in society. Jen highlights that a university is a conduit for bringing people, causes and missions together to make good things happen.

Hear about UQ’s current and upcoming initiatives, including one that is inspired by the APAC 2019 Key Plenary on Unlocking the Potential of Alumni Entrepreneurs. Jen also shares what is she most passionate about in her role and how this passion drives UQ’s strategy on partnerships, effective ways to learn in your advancement career, as well as her thoughts on philanthropic giving and the role of advancement in the future.

What are the similarities and differences in philanthropy and advancement and the top three factors that make a good advancement professional in the arts sector?  Where on the CASE website is a good place to start looking for relevant information? Liz Hawkins, Director of Programming, Development & Venue Sales, Adelaide Festival Centre and Council Member, CASE Council for Asia-Pacific answers these questions and talks about philanthropy and advancement in the arts sector and why it is essential. Liz also shares some advice on how smaller arts organisations can get started in fundraising and the importance of resourcing and collaborating to foster an environment that’s not competitive, but to grow the culture of philanthropy and the philanthropic pool.

In this episode of CASE xChange, Heather and Brad caught up with Ben Clark, Head of Philanthropy and Social Investment at Australian Executor Trustees (AET). They talk about Ben’s journey from the arts and auctions to his current role at AET, and his experience in managing philanthropists, trusts and foundations. Their conversation also explores donor trends, strategic thinking on philanthropic investments and philanthropic stabilisation funds - an innovative funding model pioneered in the US and Canada. Ben also shares his insights on asking during times of uncertainty.

Check out Engine Systems HERE.

In this episode of Small Business Connections, we discuss the benefits of cause marketing for your business, what we have learned about running a charity and business at the same time and evaluate what might be a good alternative.

When you visit the ASMM Digital website you will see that we are dedicated to stopping suicide. Suicide prevention is a very personal cause for me as a business parent and business owner. Through our experience of running an agency in conjunction with a suicide prevention charity is, that people care. People care whether a company is giving back. People also care whether the principals care about the cause or are doing it for publicity's sake. Authenticity for your cause will gain support for your cause and your business.

The Small Business Connections Podcast is hosted by Ann Brennan, owner of ASMM Digital Marketing. The podcast was created as a means of helping her clients build a community around their brands. Since its inception, the podcast has grown to include guests from around the world. To be on the show, please message Ann directly through LinkedIn.

Thanks for listening and be sure to subscribe.

Wendy Prager (C89, PAR18)

Wendy is the Executive Director of the one2one USA Foundation. She is also the Managing Partner and Counsel at Bridge Mountain Partners where she does legal and non-profit consulting. Previously, Wendy worked at Cleary Gottlieb Steen & Hamilton in NYC as counsel in the Private Equity Group until 2014. Before that, she was Senior Counsel at ING Investment Management Co. for 14 years until 2010. Wendy also worked at Seward & Kissel as an attorney in their Private Investment Funds group. She graduated from the University of Pennsylvania and received her JD from Fordham University School of Law.  Wendy is passionate about many causes and devotes her time
to several non-profit organizations, providing pro bono legal assistance, acting as a mentor, or in a board capacity, and is also active with several alumni organizations of the University of Pennsylvania.

After transitioning out of her long career as a hedge fund and PE lawyer, Wendy joined one2one USA after bumping into an old Penn friend at Engaging Minds. His idea about personalizing philanthropy and making it more transparent and connective for donor and donee really resonated with Wendy. Through extensive tax planning and meetings with the IRS, one2one was able to do something unprecedented in the realm of charitable giving.

Wendy lives in New Jersey with her husband, Brett (W88, EAS88) three daughters, and two rescue labs, Maui & Kona.  

More on One2One in the Wall Street Journal and the Penn Gazette

A few charitable organizations raised more money last year, but most have seen a fall-off. Clare talks with CCS Fundraising's Greg Hagin to understand how these select few are attracting that capital. To read more about the issues facing nonprofits, click bit.ly/efblogs. | Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2019 AllianceBernstein L.P.

JBC media manager Daylanne Markwardt talks with Jennifer Mize Smith of Western Kentucky University about her paper on work identity and charitable giving, published in the April 2013 issue.

In this call, we talk with Andrew Brown, Vice President of Advancement at Macalester College in St. Paul, MN.

The qualifying (or discovery) visit is where a nonprofit representative - usually a gift officer - determines a potential major donor's capacity and inclination to give to their organization. Many gift officers say this is their least favorite task.

Andrew walks us step-by-step through a qualifying visit including what it is, why it's important, what we're hoping to discover. 

Some highlights from the call:

• Andrew shares how he prepares for a qualifying visit (listen at 4:00)
• I ask him how much he shares about his organization in a first conversation (at the 6:00 mark)
• We talk about how to determine if someone is philanthropic (7:30)
• Understanding your donor's timing and why it's important (listen at 13:25)
• How do you lead a conversation to determine what project might be of interest to them? (18:45)
• Andrew shares some rookie mistakes: talking too much, wasting time, being too cautious about making a "call", making assumptions and forcing the donor to your time frame (at 22:50)

Renee Kurdzos is a 15-year veteran fundraiser and planned giving specialist with the American Red Cross of Western Washington. 

In this 18-minute call, we talk about ways that you can incorporate a planned giving conversation into a visit with any donor.

In the call:

• Renee makes a point of noting that we should not make assumptions about our donors and their situations based simply on their past giving. (beginning of the interview) 

• I ask Renee if you should try to have planned giving or non-cash giving conversations with your donors if you're not sure you will be able to answer all their questions. (hear her answer around the 4:30 mark)

• Listen as she talks about her first experiences asking more asset-based and planning type questions of her donors. (around 6:45)

• We talk about what you can expect when you start to ask donors about their personal financial situation. (at 8:45)

• How can a fundraiser in a small, cash-strapped organization get the support of their supervisors and board members to begin to work like this with donors? (listen at 12:10)

For more on this topic check out Estate Planning: Starting the Conversation and this course, Introduction to Gift Planning.