Philadelphia Estate Planning Council

Event Details

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  • September 2019 Luncheon Program

September 2019 Luncheon Program

  • Tuesday, September 17, 2019
  • 11:45 AM - 1:45 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

Registration

(depends on selected options)

Base fee:

PRE-REGISTRATION FOR THIS PROGRAM IS CLOSED. 
WALK-IN REGISTRATIONS WILL BE ACCOMMODATED AT THE EVENT.

"From Philanthropy to Social Investment: A New Way of Giving"

The Giving USA data for 2018 reflects what we in the philanthropy business have seen for about a decade: individual giving patterns and behavior are changing. Philanthropists now view capital deployment across a spectrum of models as more effective than pure grant-making alone. How can you best advise your clients, donors, and partners to adapt strategy to this new reality?

You will leave with a more tangible understanding of the three dynamics at play in the philanthropic industry: Demographic Shifts, the Tax Code Changes and New Funding Models. Last, we will discuss various ways to use existing charitable vehicles to deploy capital for good, creating a social investment portfolio.

Avery Tucker Fontaine is Head of Strategic Philanthropy for BNY Mellon Wealth Management as a component of Fiduciary Services.  Avery supports the U.S. Markets, Family Office, Endowment & Foundation and Planned Giving Groups to develop a holistic platform focused on exceeding client needs and expectations related to strategic philanthropy. Avery is the lead subject matter expert in the review and analysis of client philanthropic interests. She drives the effort for philanthropic thought leadership, education and training, tools and solutions, cross-functional teamwork, marketing support and national association relationships. Avery works with partners across the U.S. Markets to deepen the effectiveness of our philanthropic solutions.

Avery joined the firm in July 2014 and has almost 20 years of experience in the investment and financial services industry. Previously, she was Senior Vice President, Philanthropic Consultant and Senior Vice President, Business Banking with Wachovia, then with Wells Fargo. As a Philanthropic Consultant, Avery worked with families and successful nonprofit institutions to improve grant-making efficacy, foundation & endowment management, use of planned giving, and long term strategic planning. In Business Banking, Avery worked with C-level executives for both nonprofits and for-profits to create more efficient capitalization and cash flow via debt allocation, streamlining payables, payroll and analyzing working capital.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This meeting is being sponsored by



$5 additional charge for walk-in registrations at the door without pre-registration.  No-shows will be billed. No refunds after September 13, 2019.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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