The purpose of the presentation is to provide an overview of how professional advisors, segmented by specialty area and clients' net-worth, approach clients' philanthropy. It offers suggestions for how gift officers can determine advisors' roles in their clients' philanthropy, and questions gift officers can ask to work with donors whose advisors play a role in their philanthropy.
1. Offers suggestions for how gift officers can interact with professional advisors
2. Identify the approaches to the different types of professional advisors
3. Identify the importance of the role professional advisors play in fulfilling their clients' philanthropic goals.
Speaker Joanne Pipkin, CAP®
Director of Development
Since August 2016, Joanne has been serving as the Director of Development at the Greater Washington Community Foundation. With extensive experience in relationship management and working with premier non-profit organizations, Joanne focuses on building strong and collaborative partnerships between the regional professional advisors and The Community Foundation. Joanne also oversees The Community Foundation’s planned giving program, which includes opportunities in complex gift scenarios, estate intentions and charitable trusts
Prior to joining The Community Foundation, Joanne had a far-reaching career in the financial service industry, with nearly 20 years as a Senior Relationship Manager and Team Leader in Charitable Asset Management at State Street Global Advisors.
Joanne holds a Master of Administrative Science – Finance degree from Johns Hopkins University, and a BA in Political Science and Pre-Legal Studies from Goucher College. She received her designation as a Chartered Advisor in Philanthropy (CAP®) from The American College in 2018. Joanne serves on the Board of the National Capital Gift Planning Council and is a member of National Association of Charitable Gift Planners, Association of Fundraising Professionals, Advisors in Philanthropy and Society of Financial Service Professionals. Joanne serves as a judge for the John Hopkins University Business Plan Competition and was President of the JHU New England Alumni group for several years.
Rebecca Rothey, CFRE, CAP®, AEP®
Rebecca Rothey, CFRE, CAP®, AEP® joined the Greater Washington Community Foundation in August 2016 as Vice President of Development and Senior Philanthropic Advisor. Rebecca has held several charitable gift planning positions. At The Johns Hopkins University and Medicine she served as a director of gift planning and at Catholic Charities of Baltimore she was director of planned and principal gifts. She began her gift planning career at the American Red Cross of Central Maryland as manager of major and planned gifts. Her three years, from 2012-15, as director of major and planned giving at the Baltimore Community Foundation sparked her passion for the role community foundations play in helping donors give back to their communities.
Rebecca received her undergraduate degree in philosophy from the Notre Dame of Maryland University, from which she graduated summa cum laude, and certification as a fundraising specialist from Goucher College. She became a Certified Fund Raising Executive (CFRE) in 2004, received her designation as a Chartered Advisor in Philanthropy (CAP®) from The American College in 2014 and her Advanced Estate Planner (AEP®) designation from that National Association of Estate Planners & Councils in 2019. Rebecca serves as a member of the Editorial Advisory Board of Planned Giving Today. She was a member of the board of the Baltimore Estate Planning Council from 2012 to 2018 and is a past president of the board of the Chesapeake Planned Giving Council.
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