Best Practices in Philanthropy
January 9th - Melanie Hamburger, Women, Wealth & Giving
February 13th - William Eck, Motivational Gifting
March 12th - Jim Lord, 3 Simple Steps to Make the Difference You Really Want
April 9th - Tony Martignetti, Martignetti Planned Giving Advisors, LLC
Philanthropy in Action
February 27th - John Graham & Ann Medlock, The Giraffe Heroes Project
March 26th - Elfrena Foord, Plan Your Giving Project
April 23rd - Richard Kimball, Project Vote Smart
Two Philanthropy U teleconferences are hosted each month; one is Philanthropy in Action, which showcases the work of a nonprofit organization or a philanthropist making a positive impact on their community and the world.
The second call each month is a Best Practices in Philanthropy call which features philanthropic thought leaders and innovators. All Philanthropy U calls are on Mondays at 4:00pm ET. Please contact us to obtain a complimentary guest PIN for an upcoming call or for more information.
Elfrena Foord on Planned Giving
Monday, March 26th
Elfrena Foord is the statewide co-chair of the California Plan Your Giving Project. Its purpose is to to encourage Californians to include charities in their estate plans. The project is currently working with non-profits on "The 3 Easy Steps to Increase Planned Gift Donors" and with attorneys on a tool to make conversations more effective about including charities in their estate plans. Elfrena is a CFP and a principal in the Sacramento firm of Foord, Van Bruggen, Ebersole & Pajak which just celebrated their 25th anniversary.
Best Practices in Philanthropy 2011
January 10, 2010 - Jerry Nuerge, The Family Focus Retreat Weekend: A Tool for Advisors
February 12, 2011 - Alan Pratt, The International Association of Advisors in Philanthropy
March 14, 2011 - Carol Weisman, Raising Charitable Children: The Next Generation of Donors
April 11, 2011 - Al Mueller, Excellence in Giving
May 9, 2011 - Peter Nicholson, Wealth Creation Preservation & Donation
June 13, 2011 - Gena Rotstein, The Philanthropic Chasm: Improving Communication Channels to Realize What Charities are Saying, What Advisors are Hearing and What Donors are Doing
July 11, 2011 - Dennis Chamberland, Six Essential Elements of Nonprofit Sustainability
August 15, 2011 - Phil Cubeta, Planning for Impact in the Context of Family Wealth
September 12, 2011 - Iris Wagner, Capturing Donor Legacy for Posterity
October 10, 2011 - Laura Malone, What is a Family Foundation: A Private Foundation, A Donor Advised Fund or Both?
November 14, 2011 - Betsy Densmore, “Impact” Investing in Social Enterprises- More Bang for Your Buck
December 12, 2011 - Hardy Smith, Why Don’t Nonprofit Board Members Do What They’re Supposed to Do?
Philanthropy in Action 2011
January 31, 2011 - Judy Zerafa, Seven Keys to Success© NOW is the time to Go For It!
February 28, 2011 - Jason Franklin, Give More, Risk More, Inspire More
March 28, 2011 - Dan & Pamela Frost, Operation Smile
April 25, 2011 - Molly Stevenson, Principles in Philanthropy
May 23, 2011 - Desiree Vargas & Ethan Austin, GiveForward
June 27, 2011 - Fred Leviton, The Safety Net Behind the Safety Net: How 15,000 Volunteer Dentists are Helping People with Disabilities or who are Elderly or Medically at Risk
July 25, 2011 - Reg Wilson & Gina Ross, Merging Relationship, Work and Purpose
August 29, 2011 - Michael & Maggie LaBarbera, Nourish Interactive
September 26, 2011 - Abby Raphel, The Redwoods Initiative – An Opportunity for Next Gen Philanthropy Engagement
October 24, 2011 - Tim Schottman, Eliminating Cornea Blindness – A Solvable Problem, Leveraging Innovative Business Practices
November 28, 2011 - Dr. Mary Poole, The Maasai Community Partnership Project