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Navigating the Donor Landscape

Insights into Individual + Family Giving

ARTS & BUSINESS COUNCIL, INDUSTRY AND TARGETED PROGRAMS, OPEN TO NON-MEMBERS

Wednesday, June 14, 2017
8:30 AM – 9:00 AM Registration
9:00 AM – 10:30 AM Program

1412 Chestnut Street
Philadelphia, PA 19102

In a national climate where 70% of charitable giving comes from individual donors and family foundations, it is more essential than ever for nonprofits, their staff, and their boards, to understand the evolving landscape of individual and family philanthropy. A recent US Trust: Bank of America Private Wealth Management study of individual and family giving among high-net-worth donors will be the launchpad for a critical conversation geared toward serving the nonprofit sector.

Join the Arts + Business Council, a Council of the Chamber of Commerce for Greater Philadelphia, for a keynote address followed by a panel discussion from regional experts in the philanthropic and nonprofit marketplace. The event is expected to attract 200+ executives, staff and leaders from the nonprofit and business communities. Join the conversation!

About Our Keynote:

Danielle Amato-Milligan
Senior Vice President, Practice Expert, Nonprofit Consulting & Planned Giving
U.S. Trust

Danielle is a Practice Expert in the Institutional Investments & Philanthropic Solutions Consulting & Advisory Group. She has over twenty years of experience in nonprofit management, strategic organizational development and fundraising. She has worked with a cross section of prominent nonprofits, focusing on capacity building and organizational sustainability.

About Our Panel:

Moderated by: Patricia Lepera, President of SteegeThomson Communication, has more than 25 years experience positioning clients for success. Pat is a sought after strategist, writer, and speaker in the non profit sphere. She provides leadership for the firm and high-level strategic and creative guidance to our clients across marketing and development communications engagements. She is a frequent presenter at CASE and other conferences, with cutting-edge advice on the power of brand building, messaging, and fundraising communications.

Valerie Jones, of Valerie M. Jones Associates, brings her intelligence, determination and spirit to the nonprofit world. Drawing on more than 25 years’ experience, she counsels clients on board development, capital campaigns, strategic planning, grantswriting, prospect research, development audits and plans, and major gifts. Ms. Jones, creator of her signature Golden Ask, has taught hundreds of volunteers and thousands of professionals to ask for gifts in ways that are authentic, inspired and successful.

Sidney R. Hargro, of University of Pennsylvania's Non Profit Leadership Program, is a Lecturer in the School of Social Policy & Practice at the University of Pennsylvania, and actively services on regional and national boards including, Grantmakers for Effective Organizations, Council of New Jersey Grantmakers, United Way of Southeastern Pennsylvania and Southern New Jersey, Wells Fargo Regional Foundation and CDC, New Jersey Council for the Humanities, and Rutgers School of Nursing Advisory Board. He is the author of “Lessons Learned,” a chapter in the Foundation Center’s fundraising guide titled, After the Grant: A Nonprofit’s Guide to good Stewardship.

Amanda DiChello is a partner at Saul Ewing LLP in Philadelphia and Chair of the firm’s Private Client Services Group, where she serves as general counsel and trusted advisor to high-net-worth families and individuals, closely held business owners, family offices, and charitable foundations and organizations. Amanda counsels on critical estate, tax, wealth planning and business succession matters, helping clients preserve and pass on wealth to future generations, further philanthropic goals, and navigate the often-emotional process of transferring ownership and control of the wealth which they have dedicated their lives to building and preserving.   


Exhibiting Opportunities Available
Exhibitor booth includes:
• 6-foot skirted table
• Two tickets to the event

Fees

Ticket
$25.00
Package of 10
$150.00
Package of 5
$100.00

Registration

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Registration/Cancellation Policy:
Pre-registration is necessary, availability is not guaranteed for walk-ins. Payment is required upon registration/entrance. No refunds will be given one week prior to program/event. Substitutions may be made. Tickets will be held at the door. Reserved seating for tables of 10 only. Please advise your guests that tickets will be held at the door under your company name.

Attendee Policy:
Chamber programs are privately sponsored events with a structured format. No demonstrations or other disruptions will be tolerated. Violation of this policy may result in the attendee's removal from the premises without refund, in addition to possible legal remedies.

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