Luncheon – Asking the Philanthropic Questions: What motivating factors drive giving for high net worth donors & what YOU can do to meet their needs – Speaker: David Ratcliffe; Sponsored by Fairfield County Bank
2012 Bank of America Study of High Net Worth Philanthropy – the link below from our speaker provides information on the complete report along with a summary of the findings:
http://newsroom.bankofamerica.com/press-kit/bank-america-high-net-worth-philanthropy-study
Did you know?
- Wealthy donors’ giving represents, on average, 9% of their household income.
- Among high net worth individuals, 89% volunteer their time and talents with nonprofits.
- In 2011, 41% of wealthy donors consulted with at least one outside advisor regarding their charitable giving.
Enhance your fundraising strategies by understanding the giving patterns, priorities and attitudes of America’s wealthiest households. Valuable findings that will be shared and discussed include factors that enhance donor loyalty, donor expectations of nonprofits, how giving decisions are made and who is consulted within high net worth donors’ center of influence.
The recently released studies, “The 2012 Bank of America Study of High Net Worth Philanthropy” and “The 2011 Study of High Net Worth Women’s Philanthropy,” provide new insights into the demographic and psychographic factors driving family philanthropy, women’s philanthropy, volunteerism and charitable giving. Over the past 6 years, Bank of American has conducted, in partnership with the Center on Philanthropy at IndianaUniversity, these studies which have set the benchmark for research on the giving practices of high net worth donors.
David Ratcliffe, Director – Philanthropic Solutions National Sales Executive
David is the National Sales Executive for Philanthropic Solutions within U.S. Trust, Bank of America Corporation. Together, he and his team work with nonprofit organizations to provide philanthropic strategies, nonprofit investment management and administration services as well as donor development, board and staff consulting and individual philanthropic planning.
David joined Merrill Lynch Trust Company in 1994 as the Regional Trust Manager in South Florida. In 2009, he was named Head of Philanthropic Solutions Sales Bank of America Merrill Lynch. Prior to that, David was Senior Vice President and Trust Sales Manager for SunTrust Bank. He holds a BA from Wake Forest University and is a Certified Trust and Financial Advisor and Chartered Advisor in Philanthropy. His post-graduate work includes Wharton School of Business and Harvard Business School.
David has been active with several nonprofit organizations including the Florida Grand Opera, the Florida Philharmonic, Broward County Library Foundation and the Community Foundation of Broward County. He is a current board member of the Fire Island Pines Arts Project and the Planned Giving Advisory Councils of Museum of Modern Art (MoMA) and the New York Public Library.
CFRE Credits:
You earn 1.5 CFRE credits toward certification for each Luncheon Meeting you attend. For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554
Our Sponsor:
In 1871, a group of public-spirited citizens founded Ridgefield Bank to provide for the financial well-being of residents and businesses in Ridgefield and neighboring communities. Three years later in Norwalk, another forward-looking civic group established Fairfield County Savings Bank. In January 2004 the two banks united to become Fairfield County Bank and today operate 18 branches in 11 towns throughout Fairfield County. In addition, they operate Fairfield County Bank Insurances Services, a full service insurance company and Fairfield County Financial Services, an investment services group. With $1.5 billion in assets Fairfield County Bank is large enough to meet the needs of sophisticated clients and small enough to work one-on-one with individuals.
Brian Kenny, Assistant Vice President
67 Wall Street, Norwalk, CT 06850
(203) 854-7639
www.fairfieldcountybank.com
The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly educational program on Thursday, March 7, 2013 from 12 noon – 1:30 p.m. at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT. Registration and buffet open at 11:45 a.m. and the meeting starts promptly at 12 noon.
RESERVATIONS:
- Contact Marianne Hickey at 203-834-1910, or by e-mail at
- Luncheon fee: AFP Members – $25 ; Non-members – $45.
- We accept checks, and online credit card payments. If you wish to register online using your Visa or MasterCard, click here for the link or use https://www.chi-cash-advance.com/sforms/appeal942/Contribute.aspx
- 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 the luncheon must cancel by 3 pm on the Wednesday preceding the luncheon. If no cancellation has been received, there will be no refund or carry over of the luncheon fee. If pre-payment has not been made and no cancellation has been received by 3 pm on Wednesday, that person will be billed for the amount due for the luncheon.
We thank the following 2013 Sponsors
for making our Programs available:
January 3, 2013 Luncheon
Danosky & Associates helps non-profit organizations build the capacity to move their strategic vision forward with a solid foundation and an army of support behind them. Our comprehensive approach draws upon four key disciplines that can work together as an integrated solution or be used independently to address specific concerns: Board Energy, Philanthropic Enrichment, Financial Empowerment, Community Engagement. Our team of experienced, capacity building professionals can take your organization to the next level.
- Sharon J. Danosky, founder and president of Danosky & Associates, has dedicated her career to working with not-for-profit organizations. As both a consultant and a senior executive for numerous charitable organizations, she has transformed organizations into highly effectively charities of choice in their communities. Through a well-honed skill set that includes strategic planning, fund-raising and tactical marketing, coupled with her passion and vision, she has guided not-for-profits in their quest for achieving that “next level”, thereby fulfilling their mission and their promise to the community.
- Christine Lent, an experienced certified public accountant, has been providing financial management services to both for-profit and non-profit organizations for over three decades. Christine joined forces with Danosky & Associates to help non-profit organizations develop and streamline their financial systems, business processes and reporting so that they can unlock their full potential and fulfill their missions.
- Peter Roche is the founder and president of IPR, Inc., a financial and corporate public relations firm. Prior to establishing IPR in 1995, Mr. Roche was a managing director and chairman of the media task force at Burson-Marsteller, a leading global communications and public relations firm. He also served there as director of corporate and financial media and supervised a variety of top-tier corporate accounts.
For a free consultation, please call us at 860-799-6330. Or email . To find out more about us, go to our website at www.danosky.com.
February 7, 2013 Luncheon
Bernstein Global Wealth Management
Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for more than 40 years. We offer a full range of investment services in all the world’s major markets, and we centralize portfolio management to ensure that all of our clients benefit from the firm’s best investing ideas. By integrating our investment services with sophisticated planning tools, we help the individuals and families, business owners, family trusts and foundations, and other financial guardians we serve build and preserve wealth across generations. As a financial advisor and discretionary money manager, we are bound by a fiduciary responsibility to our clients. Our mission is to help them limit risk and reach their goals across market cycles.
Joe Pucci, Principal, Financial Advisor
Office: (212) 756-4104
www.Bernstein.com
March 7, 2013 Luncheon
In 1871, a group of public-spirited citizens founded Ridgefield Bank to provide for the financial well-being of residents and businesses in Ridgefield and neighboring communities. Three years later in Norwalk, another forward-looking civic group established Fairfield County Savings Bank. In January 2004 the two banks united to become Fairfield County Bank and today operate 18 branches in 11 towns throughout Fairfield County. In addition, they operate Fairfield County Bank Insurances Services, a full service insurance company and Fairfield County Financial Services, an investment services group. With $1.5 billion in assets Fairfield County Bank is large enough to meet the needs of sophisticated clients and small enough to work one-on-one with individuals.
Brian Kenny, Assistant Vice President
67 Wall Street, Norwalk, CT 06850
(203) 854-7639
www.fairfieldcountybank.com
April 4, 2013 Half Day Seminar
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Jean Haynes Consulting provides fund development, relationship management, and governance strategies to nonprofit leaders and boards so they can increase fundraising results and achieve greater impact. Our clients trust us to provide strategic counsel on: capital and annual campaigns; board building and education; donor engagement and retention; market studies and donor research; organizational assessments and creating a culture of philanthropy. Principal Jean Haynes is a Certified Fundraising Executive (CFRE) and Certified BoardSource Governance Trainer with over 20 years of professional experience. For more information, visit our website: www.jeanhaynesconsulting.com, |
Few nonprofits have the resources to staff full-time development teams or technology departments. NonProfit Consulting provides the additional capacity your organization needs to succeed in a complex and competitive environment. NPC’s clients rely on us for: Unrestricted Fundraising, Operational Support, On-Line Impact, Grant Writing and Database Maintenance. We understand the “in flux” nature of daily development life and are committed to providing services when, where and how you need them. Our clients enjoy the flexibility of partnering with NonProfit Consulting on either a per-project or on-going basis. Arrange for your free Needs Assessment Consult appointment: |
May 2, 2013 Luncheon
Dylewsky, Goldberg & Brenner, LLC
Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty years ago by certified public accountants committed to providing the highest quality services to not-for-profit organizations, individual taxpayers, business owners and their businesses. We believe that attentive, personal service is the basis for a successful accountant-client relationship. We view this professional bond as an ongoing commitment to our clients’ financial, management, and tax matters – not merely an examination of data. Our dedicated staff of qualified professionals is committed to providing you with diverse services and benefits.
Our experience with not-for-profit organizations is extensive and up-to-date as it is a significant practice area for our firm.
For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or .
June 6, 2013 Luncheon
BlumShapiro is the largest regional accounting, tax and business consulting firm based in New England with offices in West Hartford and Shelton, CT, Boston and Rockland, MA and Providence, RI. We have grown to 340 accounting, consulting and administrative professionals, making us part of the top 50 public accounting firms in the U.S.
Drawing upon our breadth and depth of experience in our primary service areas — privately held businesses, non-profit organizations 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. We offer a wide range of services under one roof, including audit, tax and business consulting. 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.
Lori Budnick, Partner
29 South Main Street, West Hartford, CT 06107
PH: 860-561-6828
www.blumshapiro.com
September 12, 2013 Luncheon
CBP is a privately owned mid-sized Consulting Firm. We provide creative solutions for your group benefits, risk management, executive benefits and HR needs. We’re curious, tenacious and will care for your employees as if they work for us. We make your employees happy, and happy employees are much more productive.
When you work with CBP, the needs of your company come first. We don’t rest until we’ve streamlined your costs and maximized your programs. And you can rest assured that we’ve successfully navigated the market to create programs tailored to your specific needs.
What’s more, our partners net over 60 years of collective experience, along with a staff of seasoned insurance professionals, so you can rest assured that your business is in capable hands. From managing risk and expenses to keeping your people healthy and protected, we’ll be there.
We creatively solve your issues so that you can focus on what matters, your business.
For further information, please contact Heather Cavanagh at or (203)487-0641.
CBP is proud to sponsor AFP
December 5, 2013 Luncheon
CompuMail has provided marketing communication services for over 21 years, specializing in data processing; 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.
Call us today to address any of your marketing or fundraising needs!
CompuMail proudly supports AFP