From Philanthropy to Social Investment: The Future of Giving

  • 25 Sep 2019
  • 6:00 PM - 8:00 PM
  • BNY Mellon Wealth Management
  • 0

Registration


Registration is closed

Wednesday, September 25, 2019
6:00-8:00 p.m.


BNY Mellon Wealth Management

200 Park Avenue, 54th Floor
New York, NY
10166




Many donors are tired of writing checks each year to organizations, the tax code is changing, and donors' overall approach to funding social goals is changing. We are seeing larger gifts from fewer donors, but how do we continue to cultivate and steward those relationships while maintaining a very donor-centric approach?

 

On September 25th, Avery Tucker Fontaine, Head of Strategic Philanthropy at BNY Mellon Wealth Management, will share what she is learning from client work and research about shifting trends across the philanthropic landscape.

 

Now more than ever, nonprofit organizations must be well versed in the areas of wealth management, social investment, and trends within their sector so that they can offer prospects and donors a deeply thoughtful approach to philanthropy and ensure their organizations can evolve to meet the needs of donors.

 

Who should attend?

This event is recommended for experienced professionals interested in delving into the specifics of new approaches to wealth management and nonprofit operations. The evening will be capped at 40 guests to ensure the ability to have an in-depth conversation and will include wine and hors d'oeuvres.

 

When

Wednesday, September 25, 2019 from 6:00-8:00 p.m.


Where

BNY Mellon Wealth Management
200 Park Avenue, 54th Floor
New York, NY 10166


Cost

$55 Members
$70 Non-members

 

 

Avery Tucker Fontaine
Head of Strategic Philanthropy
BNY Mellon Wealth Management

Avery is Head of Strategic Philanthropy for BNY Mellon Wealth Management. In this role, Avery leads philanthropic thought leadership, education and solutions for individuals and families, Family Offices, Endowments and Foundations. With 20 years in the investment and financial services industry, Avery’s experience as a philanthropic consultant focuses on working with families and successful nonprofit institutions to improve grant-making efficacy, foundation and endowment management, use of planned giving, social finance and long-term strategic planning.


Cancellation policy: Women In Development (WID), New York accepts refund requests made in writing at least five (5) business days prior to the event. Registration fees are not refundable after this date. Nonrefundable ticket purchases may not be used as credits towards future WiD events.

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