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Highlights of Past Meet-the-Donors

July 11, 2018 - Meet-the-Donors: Donor Advised Funds 

Over 140 attendees learned about Donor Advised Funds and their intricacies from our expert team of panelists at the Mosesian Center for the Arts in Watertown. The session was highly spirited and attendees got the inside scoop about who might use a Donor Advised Fund, how popular this giving vehicle is becoming, how to get themselves on the radar of these funds and more. A tip from the day: Make sure your online presence is up to date so potential funders can see what you're up to!

Moderator:

  • Gioia C. PeruginiAssociate Director, Family Office and Philanthropy Services, Hemenway & Barnes

Panelists:

  • Charlie GlassenbergVice President, Gift Planning & Investment Partnerships, Combined Jewish Philanthropies
  • Karen HealdDirector, Relationship Management, Private Donor Group, Fidelity Charitable
  • Jodi RosenSenior Philanthropic Services Manager, Vanguard Charitable 
  • Julie Smith-BartoloniSenior Director of Donor Relations, The Boston Foundation
  • Jean WhitneyPhilanthropic Consultant, Ropes & Gray 

Read a full write up of the program here

May 16, 2018 - Meet-the-Donors:Youth

Our seasoned team of panelists joined over 100 attendees at Benjamin Franklin Institute of Technology in Boston where they helped to demystify the topic of funding for youth programming and organization. The session was information packed and offered many helpful tips and reminders about best practices in grantseeking and attracting donors. A tip from the day: Measure your outcomes quantitatively and know how to also communicate about it qualitatively. 

Moderator:

  • Alex McCray, Sr. Director, Programs, Associated Grant Makers

Panelists:

  • Katie Everett, Executive Director, The Lynch Foundation
  • Amanda Northrop, Vice President, State Street Foundation
  • Elizabeth Pauley, Senior Program Officer, Education, The Boston Foundation
  • Joel B. Swets, Executive Director, Cummings Foundation

Read a full write up of the program here

 

 

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