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Philanthropy 201: Moving From Transactional Giving to a Strategic Plan

PHILANTHROPY 201: MOVING FROM TRANSACTIONAL GIVING TO A STRATEGIC PLAN

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelIntermediate
Course Description

This course will expand on the material covered in the presenter's Philanthropy 101 webinar to go deeper into details about starting a giving plan for personal use or clients and provide helpful tips on approaching the non-profit landscape.

This webinar will further explore insights into donor advised funds, the world of impact investing, and how next-gen donors are approaching the philanthropic journey.

Learning Objectives:


  • Recognize an example of a roadmap to develop a giving plan

  • Give examples of how to navigate the multitude of causes and non-profits

  • Recognize insights and trends regarding the next generation of philanthropists

  • Evaluate education on the world of donor advised funds

  • Outline an initial overview of impact investing and its intersection with philanthropy


Please make sure that you browse the materials from the Philanthropy 101 webinar for basic-level details that will be expanded upon in this webinar.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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With over twenty years of experience in the philanthropic sector, Katie is a proven strategist and relationship builder who helps high-net-worth individuals and families achieve their charitable goals and maximize their social impact. She has a deep understanding of the complex needs and dynamics of multi-generational families, as well as the diverse landscape of non-profit organizations and causes.

About Our Presenter

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Pathway Philanthropic was established in 2023, deeply rooted in connectivity, community, and innovation. Having spent the past twenty years of her career working with donors, non-profits, and financial advisors, Katie Collins founded the firm with the goals of breaking down siloes in the philanthropic sector, creating resources that are actionable, and helping to advance individuals and organizations wherever they may be on their respective pathways to philanthropic impact.