2019 Forum on Strategic Fundraising: Building Generosity

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Engaging the Next Generation of Philanthropists and Generational Giving

Speaker: Alan Pratt, Pratt Legacy Advisors

Track: Community

Time: Thursday, June 6 3:45 p.m. - 5:00 p.m.

Presentation Description:

This session is designed to enlighten the Fundraising and Donor Relations Professional on the vast opportunities available to serve Generous Clients from an Intergenerational perspective. It will include some hands-on tools and exercises available to counsel Intergenerational families. These tools have been designed to uncover the spirit of generosity already inside of Adult Children and Adult Grandchildren. Some of the basic Fundamentals of Values-Based Legacy Planning will be discussed, as they are the backdrop from which Intergenerational Generosity is cultivated. We will go deeper into the context and content of The Intergenerational Philanthropic Conversation, and wrap up this interactive presentation with three very real Intergenerational Client Stories, each one with their own unique blend of Intergenerational Giving!


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About the Speakers

 


Alan Pratt
has been active the financial services industry for 40 years. Earning his Chartered Advisor in Philanthropy designation in 2006 he currently counsels families on strategies to responsibly transition family wealth to the charities they are passionate about. He is a recognized industry expert in intergenerational wealth stewardship and speaks to audiences around the country on wealth preservation and stewardship. He also serves as Chief Ambassador for The International Association of Advisors in Philanthropy.

  

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Interpreter services are available upon request during registration.