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November 19, 2020 – The Future of Giving
Nov 19 @ 12:00 pm – 1:00 pm

The Future of Giving

Avery Tucker Fontaine

November 19, 2020

The presentation will look at the BNY Mellon Wealth Management’s macro view on philanthropic giving trends, then delve into their Annual Charitable Gift Report.  The annual report on the planned giving landscape analyzes levels of giving and donor behavior to provide insights during the calendar year 2019 from 106 nonprofit organizations.  Avery will also discuss gift planning strategies to take into 2021 under current tax law and potential changes.

Avery is Head of Strategic Philanthropy for BNY Mellon Wealth Management as a component of Fiduciary Services. Avery  supports the US Markets, Family Office, Endowment & Foundation and Planned Giving Groups to develop a holistic platform  focused on exceeding client needs and expectations related to strategic philanthropy. Avery is the lead subject matter expert in the  review and analysis of client philanthropic interests. She drives the effort for philanthropic thought leadership, education and  training, tools and solutions, cross-functional teamwork, marketing support and national association relationships. Avery works  with partners across the US Markets to deepen the effectiveness of our philanthropic solutions.  Avery joined the firm in July 2014 and has almost 20 years of experience in the investment and financial services industry.  Previously, she was Senior Vice President, Philanthropic Consultant and Senior Vice President, Business Banking with Wachovia,  then with Wells Fargo. As a Philanthropic Consultant, Avery worked with families and successful nonprofit institutions to improve  grant-making efficacy, foundation & endowment management, use of planned giving, and long term strategic planning. In Business  Banking, Avery worked with C-level executives for both nonprofits and for-profits to create more efficient capitalization and cash  flow via debt allocation, streamlining payables, payroll and analyzing working capital.  Avery received a bachelor’s degree from Sewanee: The University of the South with a dual degree in Philosophy and Fine Arts.  She later received her MBA in General Management (with a concentration in Social Enterprise) from The Fuqua School of  Business at Duke University, where she received the Class of 1990 Scholarship for Non-Profit Achievement and a Dean’s  Recognition award. 

December 17, 2020 – Conversational Fundraising
Dec 17 @ 12:00 pm – 1:00 pm

Conversational Fundraising

Joe Tumolo, CAP

December 17, 2020

Why this workshop?  The fundraising climate is continually evolving. The same old way of fundraising just doesn’t cut  it anymore. Donors are more discerning and savvier. They are busier than ever and there are  more non-profits all competing for the same charitable dollars. Fundraisers need to adapt to  this ever-changing climate. Donors don’t want to waste time. They want to be in control. They  need to feel that they are being heard.  The solution:  To maximize their fundraising potential, fundraisers need to get donor’s attention quickly, build  trust faster and connect with donors on a deeper emotional level. This requires the skill of  being a better communicator. Donors are being bombarded by people that don’t spend time  (or receive the training) to build better communication skills. Those who do, separate  themselves from the pack. A big part of being a better communicator requires a more  conversational approach. 

Joe started his practice in 2011 and since then has helped close to 100 organizations of all sizes build sustainable gift planning programs.     In addition to working with clients and running the business, for the past five years, Joe has served part-time as a major and planned gifts officer for Salesian Missions based in New Rochelle, NY. He has written several books on fundraising and speaks around the country delivering a practical, simple message that inspires people to take action.     He received his Chartered Advisor in Philanthropy certification from the American College in Bryn Mawr, PA. He lives in the Philadelphia suburbs with his wife Lorraine and is a board member of Montgomery County Community College.