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May 19, 2011
Online
2 - 3:30 p.m. Eastern
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Patricia Annino, a nationally recognized authority and author on estate planning and issues related to women and money, will share best practices in discussing estate planning with women, whether through group presentations or individual conversations. Learn what the donor tells her attorney about the gift after you leave the room and hear the unique keys to successfully working with the female donor.
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"Unfortunately, the topic of women and philanthropy is too often seen as something only our female colleagues should find interesting. Yet women control a majority of the assets, dominate most white-collar professions and now receive 60% of college diplomas. We must study women's attitudes towards philanthropy because our fundraising agendas are increasingly shaped by women donors. Anyone who clings to the old boys theory of fundraising should retire now because you are living in the past." —Bruce W. Flessner, Principal, Bentz Whaley Flessner |
Veteran fundraiser Trish Jackson, will share her vast experience working with women donors and their estate planning issues and elicit from Annino advice for managing the conversations and challenges.
Speaker
Patricia M. Annino
Partner
Prince, Lobel, Glovsky & Tye, L.L.P.
Patricia M. Annino is a nationally recognized authority on estate planning and taxation, with 20 years of experience serving the estate planning needs of families, individuals and owners of closely held businesses. In 2009, Annino released her book, Cracking the $ Code: What Successful Men Know and You Don't (Yet). Her other published books include, Women in Family Business: What Keeps You Up at Night? (2009) and Women & Money, A Practical Guide to Estate Planning (2004).
She is a member of the Alumni Association Board of Directors for Suffolk University Law School and a member of the Center for Women and Financial Independence at Smith College. She is a recent member of the WPI Council.
Patricia "Trish" Jackson
Vice President for Advancement
Smith College
Patricia "Trish" Jackson is the vice president for advancement at Smith College. She has been in advancement for over 25 years at several nationally ranked institutions of higher education including Mount Holyoke, Wheaton and Dartmouth Colleges. Jackson began her career at Scripps College, her alma mater, in 1983, serving as the assistant director of annual giving.
A committed alumna volunteer, she completed service as a board member and president of the Alumnae Association followed by current service as Alumna Trustee.
Who Should Attend
- Senior leadership in advancement
- Principal gift, major gift, and planned giving officers
- Donor relations professionals
- Anyone who cultivates women donors
- Anyone interested in women and giving
Benefits of Attending
- Learn why gender matters in philanthropy
- Discover how women approach estate planning and integrate the findings into your fundraising strategy
- Gain tips on working more effectively with women donors
- Understand the dynamics of women's estate planning decisions
Registration Fees
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FEES |
CASE or WPI MEMBERS |
NONMEMBERS |
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Part I: Charitable Decision Making for Married Couples |
$275 |
$365 |
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Part II: Key Decisions: Women and Estate Planning |
$275 |
$365 |
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Attend Both and save $110! |
$440 |
$620 |
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