EFPCSNJ is looking for additional sponsors to help support this educational event.  We expect to have about 40 people there.  Sponsors receive two complimentary tickets to the event and the opportunity to address the attendees for five minutes.  Most of you know the quality of the attendees that attend our meetings and social events so the opportunity to get in front of this esteemed audience is worth the time and the cost.  Your logo with a link to your website will also be on all email blasts and your company will be highlighted on our LinkedIn page and our website.  The cost for the sponsorship of an educational event is $400.00 and when you consider the reach that provides your company it is marketing money well spent.  Interested in sponsoring please email [email protected] or call Tim Bower at 215-858-8023.

Thank you to our CLE Sponsor:
 

Session Title: How Philanthropy Can Add Value To Your Practice

Session Summary:
Affluent Americans continue to volunteer and donate to charity. Many are in volunteer leadership roles. These clients are making charitable donations of current cash and deferred assets, often without the counsel of their financial advisors. South Jersey enjoys its share of personal wealth, and – like the rest of the nation – will continue to experience the ongoing intergenerational transfer of wealth.

Studies show that these households desire philanthropic guidance from their professional financial advisors, and that – by initiating conversations about philanthropy – advisors can deepen their relationships. Further, by engaging spouses and children, advisors are more likely to sustain these relationships through the intergenerational transfer of wealth. This session will underscore these concepts, and tactics to broach the subject of philanthropy.

Learning Objectives:

1. Attendees will be given data and study results about the financial capacity of the South Jersey region, and details of the coming generational transfer of wealth.
2. Attendees will learn about the values and concerns of affluent households; factors in their planning and giving decisions, and what guidance they seek from their financial advisors.
3. The session will address how to introduce the subject of philanthropy during discovery conversations and throughout the advisor-client relationship.
4. The session will offer strategies for advisors, as they work with clients.

Panelists:
Andy Fraizer, Executive Director, Community Foundation of South Jersey
Andy Fraizer is the Executive Director of the Community Foundation of South Jersey (CFSJ). Fraizer is responsible for leadership and execution of the Foundation’s mission delivered via three lines of business: asset development and donor services, impactful grantmaking, and community leadership to support an equitable and prosperous South Jersey. Fraizer previously served as the Executive Director of Prosperity Indiana. He is a board member of the Center for Non-Profits and the Council of New Jersey Grantmakers. He is past board member and board officer of the National Alliance of Community Economic Development Associations (NACEDA), the Indiana Coalition for Human Services, Horizon House—a homeless day center, Family Development Services—a Head Start agency, and the Local Initiatives Support Corporation—Indianapolis office. Fraizer is a 2019 Lead New Jersey Fellow. He is a past participant in the Senior Executives in State and Local Government program at the JFK School of Government, Harvard University, and a graduate of Achieving Excellence, an executive education program developed by NeighborhWorks America in partnership with the JFK School of Government. Fraizer earned a bachelor's degree from Indiana State University in Secondary Education and Political Science and a master's degree in Public Affairs at Indiana University-Purdue University Indianapolis.

Jennifer B. Goode, National Director, Bernstein Private Wealth Management’s Institute for Trust and Estate Planning, Washington, D.C.
Jennifer works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. Her articles about tax and estate planning have appeared in a number of publications, including the ABA’s Real Property, Trust and Estate Law Journal, Bloomberg’s Tax Management Estates, Gifts, and Trusts Journal, and Practical Law, and she was recently recognized as Bloomberg Tax’s 2023 Estates, Gifts, and Trusts Tax Contributor of the Year. Jennifer frequently presents to professional groups across the U.S. on topics relating to the intersection of estate planning and investing, including a recent appearance at the 58th Annual Heckerling Institute on Estate Planning. Prior to joining Bernstein, Jennifer was a Founding Partner of Birchstone Moore LLC, a Washington, D.C., boutique law firm focused on estate planning and estate and trust administration. Jennifer’s involvement in the larger Washington D.C. estate planning community includes her tenure as a past Co-Chair of the D.C. Bar’s Taxation Section’s Estate Planning Committee and as a current member of the Board of Directors for the Washington, D.C. Estate Planning Council. Additionally, Jennifer previously served as an adjunct instructor at Howard University School of Law, is currently serving as adjunct faculty at Georgetown University Law Center, and is a member of the Board of Directors for the Council for Court Excellence, a nonprofit focused on enhancing D.C.’s justice system to serve the public equitably. Jennifer earned her B.A. in Social Thought and Analysis from Washington University in St. Louis, and her J.D. from Duke University School of Law.

T. Christian Rollins, Chief Development Officer, Samaritan Healthcare & Hospice
Chris Rollins is Samaritan’s chief development officer, leading the organization’s fundraising efforts. He previously served as the senior development professional at Southern Regional Medical Center in Atlanta, Virtua West Jersey, and Southern Ocean Medical Center, in Manahawkin, NJ. As executive vice president of Pride Philanthropy, Chris provided philanthropic counsel to not-for-profit organizations across the US. Chris was a founding trustee and governance chair of the Community Foundation of South Jersey; past president and founding member of both the South Jersey Chapter of the Association of Fundraising Professionals (AFP), and the Georgia Hospital Association’s Society of Development Professionals; and is the current chair of the National Partnership for Hospice Innovation’s (NPHI) Philanthropy Forum, representing over 100 of the nation’s nonprofit hospices. Chris earned a BA from Hood College, a MBA from Frostburg State University, the Certified Fundraising Executive credential (CFRE) in 2000, and has published his first book: Truisms of Fundraising.

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