NORTHERN VIRGINIA ESTATE PLANNING COUNCIL

Join NVEPC on a dive into the world of fundraising on October 22, 2024, as seasoned planned giving professionals Tiffanie Purvis, Esq., MPM, and Rebecca Rothey, CFRE, CAP, AEP, from the Greater Washington Community Foundation, present, "Creating Fulfilling Outcomes for Clients: Understanding the Fundraising World."

This presentation provides a grounding for advisors in the world of fundraising, building knowledge and skills that will enhance client relationships.  It addresses the "how-tos" of discerning a client's charitable inclinations, understanding how nonprofit organizations' fundraisers identify, qualify, and cultivate prospective donors, and how to add value to a client's charitable gift planning process. 

Key topics include:

Who are fundraisers?  How to read the letters after the name to identify a fundraiser's professional training and certification.  Inspect the fundraisers' professional code of ethics and compare it with your own.

Fundraising basics.  Learn how fundraisers qualify prospects, how they use a cycle of cultivation and ask, and take a look inside the fundraiser's toolbox.

Locating your client in the world of giving.  Discern your client's relationship to philanthropy and align your priorities for your client with theirs.

Adding philanthropy to your toolbox.  Why, how, and when to introduce philanthropy in your client conversations.

Representing your client.  Learn what to look for in a gift planning negotiation and gift agreement, what to expect and potential red flags, and how to best represent your client's interests.

How community foundations can help.  Community foundations assist donors with achieving their philanthropic objectives, administering their gifts, and preserving their intentions.

Tiffanie Purvis, Esq., MPM, joined the Greater Washington Community Foundation in January 2023 as its General Counsel and Senior Philanthropic Advisor.  In this role, she handles general legal matters for the Community Foundation and works with professional advisors and donors to craft and achieve philanthropic solutions and strategies.  She educates professionals on charitable giving with a specialization in gift-planning strategies.  She manages the Community Foundation's Legacy Giving and Nonprofit Endowment Programs and oversees the Community Foundation's Professional Advisors Council and Estate Planning Journal Club.

Before joining the Community Foundation, Tiffanie help positions as Planned Giving Officer for the Southern Poverty Law Center, Assistant Director of Gift Planning, and Director of Gift Planning at the University of Maryland, College Park.  As a front-line fundraiser with several years of experience, Tiffanie has raised millions of dollars for her organizations by leveraging blended gift strategies and working collaboratively with advisors and donors.

Prior to her career in fundraising, Tiffanie was a solo practitioner in the field of Estate Planning and Landlord-Tenant law in Georgia.  She is licensed in Georgia and Washington, D.C. She received her bachelor's degree from North Carolina A&T State University and her law degree from Thurgood Marshall School of Law, Texas Southern University, where she graduated with honors from both institutions.  In May 2023, she graduated Summa Cum Laude from the University of Maryland, College Park, with a Master's Degree in Public Management with a specialization in Nonprofit Management and Leadership.

Rebecca Rothey, CFRE, CAP, AEP, has held multiple leadership roles in charitable gift planning positions, most recently serving from 2016 to 2022 as Chief Philanthropy Officer at the Greater Washington Community Foundation and now as Senior Advisor.  Previously, she was a Director of Gift Planning at The Johns Hopkins University and Medicine and Director of Planned and Principal Gifts at Catholic Charities of Baltimore.  Her community foundation experience includes three years as Director of Major and Planned Giving at Baltimore Community Foundation.

Rebecca is a member of the editorial advisory board of Planned Giving Today and has written for Bloomberg Tax. Her undergraduate degree in philosophy from the Notre Dame of Maryland University, from which she graduated Summa Cum Laude, serves as the foundation for her work.  She holds the Certified Fund Raising Executive (CFRE),  Chartered Advisor in Philanthropy (CAP), and Advanced Estate Planner (AEP) designations.

Thank you to our event sponsors, Virginia529 and American Cancer Society.

Registration for this event will close at noon (12PM) ET on Monday, October 21, 2024. 

Registration fees are non-refundable.