Breakfast – U.S. Trust® Study of High Net Worth Philanthropy; sponsored by BlumShapiro
About Our Session
The 2016 U.S. Trust® Study of High Net Worth Philanthropy examines the giving and volunteering trends, behaviors, attitudes, and priorities of wealthy American households. Since 2006, this study has been written and researched in partnership with the Indiana University Lilly Family School of Philanthropy. This research series is the most comprehensive and longest running of its kind, and an important barometer for wealthy donors’ charitable engagement and perspectives.
Key findings www.ustrust.com/philanthropy from this latest research offer valuable insights that help inform the strategies of nonprofit professionals, wealthy donors and charitable advisors alike. The study is based on a nationally representative random sample of wealthy individuals, including, for the first time, deeper analysis based on age, gender, sexual orientation and race. This expanded methodology enables further exploration of the philanthropic trends, strategies, and behaviors among the HNW population.
About Our Speaker
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. Prior to joining U.S. Trust, for over a decade, as president and founder of a management consulting firm she worked with nonprofit organizations in the areas of arts and culture, education, global human services and environmental advocacy, providing a full range of solutions including donor development, strategic planning and board education. Previously, she held leadership positions as Membership Manager, Director of Development and Director of Major Gifts for The Whitney Museum of American Art, The Queens Museum of Art, The Museum for African Art and The Brooklyn Academy of Music. She began her career as a Special Research Associate at The Metropolitan Museum of Art.
Ms. Amato-Milligan graduated from New York University with one of the first inter-disciplinary B.A. honors degrees in Medieval and Renaissance Studies (East & West) with minors in Italian and linguistics (designed for her by The Metropolitan Museum and NYU).
She is a member of the Advisory Board of the Global Fine Art Awards, which is the first annual program created to recognize the best curated art and design exhibitions worldwide- in museums, galleries, art fairs, biennials and public art installations. She is also a member of the Friends of the Uffizi Gallery (formerly on the Advisory Board), a U.S. based 501(c) 3 organization created to support the ongoing restorations, maintenance and preservation of the artistic treasures in the Uffizi Gallery in Florence, Italy; a member of the Women in Development (WID) New York Chapter President’s Council, and Governance Committee.
She is a longtime member and a former Trustee of ArtTable, Inc., and has been a panelist and speaker for the M A Program in Visual Arts Administration at NYU’s Steinhardt School and for the Association of Fundraising Professionals.
Our Sponsor
BlumShapiro is the largest regional business advisory firm based in New England providing accounting, tax and business consulting services. We serve our clients from offices in Connecticut, Massachusetts and Rhode Island.
We serve as your business advisors, helping you solve challenges and maximize opportunities. Drawing upon our breadth and depth of experience in our primary service areas — non-profit organizations and educational institutions, privately held businesses and government entities — we strategically tailor and consistently deliver tested solutions for unlocking the full potential of your organization. Our highly valued team members bring their diverse backgrounds and strengths to the table resulting in you receiving a true blend of national firm experience and local firm delivery. Our team shares a common passion: a personal commitment to each client’s success as well as to the communities in which we live and work.
The firm has long been an active citizen in our community and is a proud contributor to and sponsor of over 300 charitable, arts and civic organizations. Partners and staff donate time serving as board members and in top leadership roles in over 200 organizations.
Patrick T. Dunleavey, CPA
Audit Manager, Non-Profit
BlumShapiro
2 Enterprise Drive, Shelton, CT 06484
Direct 203.944.8653 Fax 203.712.1453
Cell 203.218.1251 Toll-Free 800.529.9295
/ www.blumshapiro.com
Reservations
The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold this educational program on Thursday, April 27 from 7:30-9:30am at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT. Registration/networking opens at 7:30am, and the buffet opens/meeting starts promptly at 8:00am.
A BENEFIT for all AFP-Fairfield County Chapter Members!
We encourage you to invite a prospective member
to an AFP educational program at a special rate of $40.
*Reservations can be made online by the guest, but the Member must attend the event.
Walk-in guests will not qualify for special rate.
Guests may only receive a special guest rate one time.
- Contact Marianne Hickey at 203-834-1910, or by e-mail at
- Event fee:
- AFP Members – $30
- Guest accompanied by AFP Member – $40
- Non-Members – $45
- We accept checks, and online credit card payments. If you wish to register online using your credit card, click here for the link
- Make check payable to “AFP-FC” and mail to:Marianne Hickey, 29 Black Alder Lane, Wilton, CT 06897
*Payment is appreciated in advance
*Anyone who has made a reservation and cannot attend must cancel by 12 pm on the Wednesday preceding the event. If no cancellation has been received, there will be no refund or carry over of the fee. If pre-payment has not been made and no cancellation has been received by 12 pm on Wednesday, that person will be billed for the amount due for the event.
CFRE Credits
You earn 1.5 CFRE credits toward certification for this event. For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554
We thank the following 2017 Sponsors
for making our Programs available:
January 12, 2017 Members Roundtable
MSP Cultivate is a New Canaan based strategic marketing agency specializing in enhancing nonprofit organizations’ mission-driven communication. Our mission is to use the latest in technology, creative services, and production methods to help you accomplish your most fundamental goal: engaging and connecting with your constituents, and helping raise money. We work with multi-hospital healthcare networks, colleges, and a variety of nonprofits. Our strategies increase donation returns on development dollars spent. The result of MSP’s partnerships has helped organizations improve donor retention, increase participation rates, and total dollars raised. Our team professionals bring the experience of veteran fundraising specialists, digital marketing experts, database gurus, and creative artists.
Nils Morgan
MSP Cultivate
65 Locust Avenue, New Canaan, CT
mspcultivate.com
203-252-5097
February 2, 2017 Luncheon
TANGO is a community of non-profit organizations that leverages its collective clout to create a platform on which socially responsible companies can deliver support that drives innovation, fiscal responsibility and mission advancement. By banding together, we have changed the way business is done. Our collective purchasing power drives a better deal – beyond the “non-profit rate” our members benefit from the sharing of intellectual capital, best business practices, peer-to peer engagement and the untold benefits of being a part of a community that “gets it.”
Rollin Schuster, Founder & President
Laura Hurlbirt, Associate Director
877-70-TANGO
www.tangoalliance.org
March 2, 2017 Members Roundtable
Russo & Associates, LLC, Attorneys at Law has been serving clients in Fairfield County for over ten years. Our main focus is in the area of Real Estate Property, Small Business and Probate matters. We help our clients with both transactions and litigation matters in each of these areas.
Our lawyers have a breadth of experience to help you no matter what your challenge: whether it’s buying a home or settling a lawsuit with your neighbor over a common border fence. Many small businesses rely on our expertise when they’re first starting out, restructuring or when they find themselves in a Court dispute. Though the most sensitive and compassionate work we do is helping families probate the estate of a loved one or setup a conservatorship to help a family member in crisis.
Robert D. Russo, Attorney
203.254.7579
www.russoassoc.com
Offices in Southport and Darien
April 27, 2017 Breakfast
BlumShapiro is the largest regional business advisory firm based in New England providing accounting, tax and business consulting services. We serve our clients from offices in Connecticut, Massachusetts and Rhode Island.
We serve as your business advisors, helping you solve challenges and maximize opportunities. Drawing upon our breadth and depth of experience in our primary service areas — non-profit organizations and educational institutions, privately held businesses and government entities — we strategically tailor and consistently deliver tested solutions for unlocking the full potential of your organization. Our highly valued team members bring their diverse backgrounds and strengths to the table resulting in you receiving a true blend of national firm experience and local firm delivery. Our team shares a common passion: a personal commitment to each client’s success as well as to the communities in which we live and work.
The firm has long been an active citizen in our community and is a proud contributor to and sponsor of over 300 charitable, arts and civic organizations. Partners and staff donate time serving as board members and in top leadership roles in over 200 organizations.
Patrick T. Dunleavey, CPA
Audit Manager, Non-Profit
BlumShapiro
2 Enterprise Drive, Shelton, CT 06484
Direct 203.944.8653 Fax 203.712.1453
Cell 203.218.1251 Toll-Free 800.529.9295
/ www.blumshapiro.com
December 7, 2017 Annual Meeting and Luncheon
CompuMail has provided marketing communication services for over 25 years, specializing in dataprocessing; graphic design services; digital, offset, and thermographic printing; purl, gurl and QR code development; direct mail services and more – all in our facility in central Connecticut. Whether it is printing your business cards or developing and managing your fundraising campaign, we engage industry leading technologies in order to bring our clients the best products and results.