Attention Seasoned Professionals!
SNAP CONVERSATION EVENT #2 – THE MAGIC OF DONORS
Tuesday, May 21, 2019 | 4:00 pm -6:00 pm
Flinn Foundation | 1802 N Central Ave, Phoenix, AZ 85004
THE MAGIC OF DONORS
The climate is changing with our Donors (with a focus on High Net Worth Individuals) – What are the shifts in giving and trends impacting their giving – What’s new and how can you more effectively engage them with your nonprofit? Join us for brief content sharing followed by small group facilitated discussion with our peers led by expert Russell Goldstein CFP®,CAP®, Senior Vice President, Private Client Advisor at U.S. Trust. Has the tax act altered giving? How do family, age, sophistication, gender and demographics play into giving decisions? How can we close the gap & remove the barriers to giving for donors within their philanthropic advice ecosystem? Why is their biggest challenge deciding who to give to? Hear and share the Insights, trends, data and stories focused on HNW Philanthropy.
WHY JOIN THE SECOND SNAP CONVERSATION ON MAY 21?
- Resource for succession planning in the community
- Education through sharing experiences and building trust among colleagues
- Higher level education for experienced development professionals
- Contribution to local fundraising community
*What is SNAP?
Are you a current practicing professional in a nonprofit organization with at least 10 years practice in the industry (if so, you’re not old, you’re seasoned!) and this session is just for you! This group is brand new, you haven’t missed anything… yet!
Here is the scoop: Join a group of AFP members for the second of three “conversation” events in 2019 geared towards senior level professionals. We plan to call ourselves SNAP or the Senior Network of Advancement Professionals. (Sounds good, right?)
If we do this right, (and it really matters to us if we do) we will provide a few meaningful educational and networking opportunities this year geared to senior-level members of the AFP of Greater Arizona to help advance in our profession (can’t go wrong with that, right?!); serve as a resource to ensure the highest level of ethical practice (mom would be proud!), and contribute to the advancement of nonprofit and philanthropic communities (which is why we do this stuff, right?!)
Meet our Presenter and Facilitator:
Russell Goldstein CFP®,CAP®
Senior Vice President, Private Client Advisor at U.S. Trust
Russell Goldstein CFP®,CAP® is Senior Vice President, Private Client Advisor at U.S. Trust, Bank of America with over 18 years of experience in financial services. In his role, he is responsible for identifying the needs and advising philanthropists, foundations and nonprofits. He provides guidance and sets the strategic direction for individuals and organizations focused on the community. This experience consists of education, advice,
implementation, execution and monitoring focused on their needs and mission.
He holds the Chartered Advisor in Philanthropy® (CAP®) designation and a graduate of the Social Impact Strategy program at UPenn through the School for Social Policy and Practice. He also has a Masters in Sustainability Leadership from Arizona State University. He was recently recognized as a “Nonprofit Visionary Leader” by The Sanford Institute of Philanthropy. Russ is also a Certified BoardSource Governance Trainer and he is a part of the Intentional Endowment Networks working group on Policy and Governance.
He is a National Board member of SeedSpot, a social entrepreneur incubator. Russell serves as President Elect of the Arizona State University School of Sustainability Alumni Board. He is also President Elect of the Arizona Community Foundation Professional Advisory Board. He currently serves as Advisory Board for Scottsdale Museum of Contemporary Art as well as Humanity Chair and Advisory Board Member for Phoenix Fashion Week. He also serves on the Phoenix Art Museum and SARRC, as well as a Committee Member of the Bank of America Charitable Foundation in Arizona. Russell is the Past President and Advisory Board Member of Planned Giving Roundtable of Arizona. He is also part of the National Council for Impact Investing at The Private Bank of Bank of America.
He is a frequent presenter at national conferences focused on planned giving, philanthropy and building exceptional boards. Most recently Russ presented at The Planned Giving Roundtable, The Sanford Institute of Philanthropy at National University, Sequoia Hospital in San Jose, and The Harold Grinspoon Life and Legacy Conference in Springfield, MA.