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Bi-Monthly Meeting- November 8, 2016
10:00 - 10:30 AM - Networking Coffee (No Nuts & Bolts)
10:30 - 11:45 AM Morning Session
TOPIC: Gifts Can Be Dangerous: How & Why Gift Acceptance Policies and Procedures are Really Superheroes
SUMMARY:A good superhero never goes into a dangerous situation without his or her cape and a plan. Similarly, nonprofits should not accept gifts without an acceptance structure or plan outlining what assets they will, or will not, accept.
In this presentation, we will:
Highlight considerations that should go into creating gift acceptance policies and procedures.
Speaker: Cathy R. Sheffield, Foundation Director, All Saints Health Foundation
12:15 - 1:30 PM Afternoon Session TOPIC: Building and Sustaining Relationships: Where Professional Advisors and Gift Planners Meet SUMMARY: Gift planners and professional advisors are aware of each other and occasionally have the opportunity to work together on a gift. This presentation will discuss:
Speaker: Alexandra Brovey, Senior Director of Gift Planning, Northwell Health Foundation
CCPG'S NOVEMBER BI-MONTHLY SPONSOR
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