Date: Thursday, April 18, 2019
Time: 11:30 am – 1 pm
Location: Joseph P. Riley Center for Livable Communities, 176 Lockwood Blvd, Charleston SC 29403
Link to Register: https://aprilmeeting.eventzilla.net
Intergenerational Wealth and Family Philanthropy
Experts predict an inevitable transfer of more than $30 trillion to heirs and charitable organizations from Baby Boomers to Gen X. Melissa Levesque of Coastal Community Foundation will talk about what this transfer could mean for your organization, and how to prepare for it. Additionally, she will share habits of families engaging in philanthropy, together. Coastal Community Foundation has seen a trend of donor-advisors thinking about how to involve the next generation, and she will share examples of how families have been working together to achieve philanthropic impact.
Melissa is the former President of Cornerstone Philanthropic Advisors, having consulted for a portfolio of clients spanning an array of fields and sizes, from local education (Bethesda Academy) to international environmental concerns (Ocean Exchange). Her strategic planning and development consulting work led to the creation of an international entrepreneurship competition at Ocean Exchange, whose funders include Gulfstream Aerospace and Wallenius Wilhelmsen Logistics. Prior to Cornerstone Philanthropic Advisors, she was the Director of Philanthropic Advisors at the Council on Foundations; the VP of Endowment and Foundation Services for SunTrust Banks in Atlanta from 2003-2005; the Director of Suddes Partners, a national Fundraising Consultant Firm in Atlanta from 2005-2008; and the Chief Operating Officer of DonorsTrust, a multi-million-dollar grantmaking public charity based out of Alexandria, Virginia from 2008-2009. She holds a Masters in Historic Preservation from University of Georgia and a J.D. from University of Georgia School of Law.
As Vice President of Development & Stewardship, Melissa leads Coastal Community Foundation’s efforts to help individuals, corporations and nonprofit organizations reach their philanthropic goals by engaging them with the Foundation and the greater community.
As a reminder, ALL programs will be free of charge to members and will include lunch. PLEASE cancel your registration if you later realize you are unable to attend. Parking is available on site. When you arrive, you will need to get a parking pass. AFP Board Members will be on-hand to assist with this.
Mark your calendar for these upcoming programs:
April 18, 2019
May 16, 2019
June 20, 2019
August 15, 2019
September 19, 2019
October 17, 2019