Join our Newsletter
Team Teamwork Help Share Contribute Concept

JOIN OUR UPCOMING WEBINAR

Philanthropy: A Fundamental Tool for Trusted Advisors

Wednesday, September 25, 2024 | 12:00pm ET
CLICK TO REGISTER
View panelists
Days
Hours
Minutes
Seconds

HOSTED BY

WHO SHOULD ATTEND?

  • Executives & Financial Professionals at Banks & Trust Companies
  • Customers of GreenHill Investment Reporting
  • Customers of the GiftingNetwork

AGENDA

Gain valuable insights into optimizing your philanthropic strategies and making a lasting impact. Exciting new solutions and services are now available to you that can immediately deliver increased value to existing donors, help gain new donors and funds, and help capture additional profitability through enhanced services. Through a new partnership formed between GiftingNetwork and GreenHill Investment Reporting, you can streamline the access, selection, control, transparency, and reporting over charitable-giving programs, including planned gifts, and detailed investment performance reporting.

Philanthropy and giving services are integral parts of wealth management practice and ideal tools for financial advisors to leverage and deepen their relationships with charities and donors. Philanthropy can help advisors learn about their clients’ values, legacy goals, and family values, in addition offer highly personalized tax advantaged investment recommendations. Discussion about giving can help advisors understand what the charitable fund wants from their advice and inform other aspects of their wealth management plans. Ultimately, working towards keeping funds from generation to generation.

WHAT YOU’LL LEARN

  • Extend solutions for philanthropic investments that streamline the gifting process and include insightful investment performance reporting to ensure your donors’ investments are managed inline with their expectations
  • Deliver greater value to your donors
  • Gain new donors and retain existing donors
  • Strengthen investor relationships
  • Deliver greater reporting insight and automation

ABOUT THE PARTNERSHIP

GiftingNetwork and GreenHill partner with financial services organizations by offering tailored institutional solutions that recognize the unique needs of each institution and their charitable-giving goals and performance reporting needs. They provide customized packages designed to integrate seamlessly into existing systems and processes, empowering financial professionals with comprehensive charitable gift knowledge through their GiftingNetwork Tools portal. This support includes advice delivery to charitably inclined donors, as well as assistance with administration, reporting, accounting, compliance, and client case consulting.

WEBINAR PANELISTS

Charity Olson, CSOP, CCTS, CTFA, CWS
Senior Vice President, Director of Trust
Associated Bank
 
Olson is Senior Vice President, Director of Trust. Charity is responsible for the oversight and management of trust administration throughout the Associated Bank footprint. Charity works with her team to put the client’s needs first and provide insight on Wealth Preservation, Estate Planning and employ Personal Trust and Risk Management strategies. In addition to managing day to day activities of the Personal Trust team, Charity’s role has a strong focus on business development and specializes in administrative management of institutional size portfolios. In addition, Charity is responsible for overseeing the Corporate Trust Business Line of Associated Trust Company, including the day-to-day administration of trustee, paying agency, refunding escrow, OPEB, custody and third-party escrow accounts. Charity brings over 20 years of banking experience to Associated. Active in her community, Charity is the Co-Chair for the American Cancer Society Relay for Life Committee. She is also a freelance writer for local newspapers.
Michael Dixon, MBA
Managing Partner
POHL Consulting & Training, Inc.
 
Michael Dixon is a financial services professional with vast experience leading organizations through growth and organizational change, creating top and bottom-line growth and strategic partnerships across institutions and regulatory regimes. Michael holds an MBA in Industrial Management as well as a Bachelor of Arts in History from the University of Dallas.
Teresa Araco Rodgers
Principal
Harp-Weaver LLC

 

Teresa founded harp-weaver LLC to offer donors a better way to add meaning and align their gifting with personal, family, and financial goals. Her mission is to inspire others by helping them articulate their values and passions to be purposeful givers. Teresa holds a Master’s Degree from the University of Pennsylvania in Nonprofit Administration and has received the Chartered Advisor in Philanthropy designation from the American College of Financial Services.

Elizabeth B. Wagner
Senior Vice President & Director of Institutional Wealth Management
Bryn Mawr Trust
 
Elizabeth Baran Wagner is Senior Vice President and Director of Institutional Wealth Management for Bryn Mawr Trust. She has over two decades of experience advising long-term charitable solutions for high-net-worth individuals, families, and nonprofit institutions.

WEBINAR HOSTS

GiftingNetwork

Bill McFadden
President
GreenHill Investment Reporting

WEBINAR MODERATOR

Greg Murray

Head of Sales
GiftingNetwork