Please join us for an informative session on the fundamentals of legacy giving and its importance in fundraising. We will touch on topics such as the current landscape of giving in America, philanthropic trends, planned giving vehicles, donor advised fund basics and donor motivations. With the greatest wealth transfer in history underway and an estimated $84 trillion in assets expected to move from Baby Boomers to younger generations and charitable organizations in the next 30 years, understanding how to talk with generous supporters about how they can leave a meaningful legacy to your organization has never been more crucial. We look forward to sharing information and tips to help you navigate this important moment.
FACILITATORS: Elizabeth A. Barnette is a Managing Director and Senior Philanthropic Strategist with the National Consulting and Advisory Practice at Bank of America Private Bank. She has over 25 years of experience working with nonprofits. Managing a team of philanthropic professionals who provided planned giving, administrative, and fiduciary oversight services to more than 500 nonprofit clients, including colleges and universities, churches and other religious organizations, community foundations, hospital systems, and arts and culture organizations. Elizabeth specializes in planned giving, sub-fund accounting, donor-advised fund administration, and board governance.
Martin Morrissey is Treasurer of Saint Paul’s Church in Southington and a life-long Connecticut resident. His professional career involved healthcare administration and finance serving in executive positions in the hospital and behavioral healthcare arenas. Those responsibilities included oversight of various investment, self-insurance, and endowment portfolios. Early in his career he also spent fifteen years as president of a family-owned commercial printing company. Currently retired, Martin is a Boston College graduate, a CPA, and a Fellow of the American College of Healthcare Executives.
Theresa Dupont has been a member of the board of trustees of Donations and Bequests (D&B) since 2014 where she is the Secretary and Director of Operations servicing the D&B participants. Theresa has participated in Big Brothers and Sisters of America and volunteers in her community. Theresa graduated from Sacred Heart University with a B.S. in Accounting.
Event Timeslots (1)
April 28
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