NOTE: THIS EVENT IS FOR CEOs AND EXECUTIVE DIRECTORS ONLY
Zoom meeting call-in information will be available in the confirmation email of your registration, please follow the instructions.
Forward-thinking Strategies to Retain Local Community Wealth
Community foundation executives are invited to join a peer roundtable conversation on strategies to cultivate and retain local community wealth. Community foundations play a unique role in cultivating and retaining local community wealth, all while navigating the challenges of the transfer of wealth and an evolving philanthropic environment. This conversation will share creative ways to increase the capacity and capital necessary to drive transformative change that is locally authentic and inclusive.
This conversation will focus on:
- What are successful forward-thinking strategies for retaining local wealth and contributing to local communities?
- How do community foundations recognize the transfer of wealth and be proactive in maintaining the local community donor base?
- How can community foundations promote tax-wise giving strategies to their donor base and work alongside state legislation to accomplish similar goals?
Conversation Starters:
- Nancy Van Millligen, President and CEO, Community Foundation of Greater Dubuque
- Ralph Serpe, President and CEO, Adams County Community Foundation
- Mary Holmes, President and CEO, Cumberland Community Foundation
- Robin D. Ferriby, Attorney at Law, Clark Hill