Session description:

In this presentation, the panelists will be reviewing the anticipated transfer of wealth and its ongoing impact on philanthropy. We will cover nonprofit Fundraisers’ various roles and how Philanthropic Advisors fit into the puzzle. We will discuss the tools that Advisors can utilize in planning for wealth transfer including tax and estate planning strategies as they relate to philanthropic planning. We will discuss how to help clients discern their philanthropic intentions and opportunities to guide them through their current and future philanthropy. Specific examples will be provided of how, through partnering with philanthropy professionals, advisors can help clients achieve their desired impact while deepening the advisors’ relationships with their clients and their heirs.

Learning objectives:
Understanding the nonprofit fundraising landscape
Reviewing gift agreements and assisting clients with gift negotiations
Creating satisfying outcomes for clients
Utilizing Advisors planning Toolkit to increase clients’ philanthropic impact

SPEAKER BIOS

Regina Donovan, Senior Philanthropy Officer, Virtua Health

Regina Donovan leads planned giving efforts at Virtua Health, working with donors and their advisors to design high-impact philanthropic strategies that support healthy communities in South Jersey. A former wealth planning strategist at Deutsche Bank, Regina brings decades of experience at the intersection of financial planning and philanthropy. Prior to joining Virtua, she has held senior leadership roles at Temple University, Merrill Lynch Trust Company, and Deutsche Bank. Regina earned her MBA from Temple University.

Evan William Fitzpatrick, J.D. Vice President, Senior Wealth Strategist, PNC Private Bank

As a vice president and a senior wealth strategist, Evan leads the deep and dynamic discovery process to achieve a mutual understanding of your family, business (if applicable) and financial goals to determine what is truly important to you in achieving peace of mind. He works with you and your advisors to help develop a strategic financial plan which integrates your financial, estate, tax and philanthropic considerations and preferences. Evan identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them. He has the high level of technical experience in complex estate, tax and wealth planning issues to help bring about successful outcomes as your trusted advisor.

Evan is an experienced financial professional with a broad background. Born in London, England, Evan attended Wesleyan University, where he earned his B.A. in Neuroscience & Behavior, and the University of Connecticut School of Law, where he earned his J.D. His previous experience includes experience as a foreclosure attorney for Bank of America, and time at Merrill Lynch, UBS, and Lincoln Financial Group. He lives in Jenkintown, Pennsylvania with his wife, son, dog and cat.

Rebecca Rothey, CAP®, AEP®, IPA. Senior Advisor, Greater Washington Community Foundation

Rebecca Rothey, CFRE, CAP®, AEP®, IPA is an experienced speaker and trainer in philanthropic advising and charitable gift planning. She provides the technical information that advisors need to work with clients and fundraisers, and that development professionals need to work with donors and their advisors.

Her time as Director of Major and Planned Giving at the Baltimore Community Foundation from
2012 to 2015 ignited her passion for community foundations and their role in helping donors give back to their communities. From 2016 to 2022, she served as Chief Philanthropy Officer at the Greater Washington Community Foundation and now serves as Senior Advisor. Her Baltimore experience also includes serving as a Director of Gift Planning at The Johns Hopkins University and Medicine and Director of Planned and Principal Gifts at Catholic Charities of Baltimore. She began her career in gift planning at the American Red Cross of Central Maryland as Manager of Major and Planned Gifts.

The Estate and Financial Planning Council of Southern New Jersey, Inc. is a professional association of estate and financial planning practitioners in the southern NJ region.

The objectives of the Council are: to provide a better understanding of the services its members can render to the general public; to promote cooperation between each of the membership groups of this organization and to foster a better understanding of the proper relationship which each group bears to the other, to its clients and to the general public; to promote the awareness and usage of financial planning through appropriate means, including education; and to promote the interests of its members through the sharing of knowledge and expertise.
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