Registration for this program is closed.
11:00 a.m. - 12:00 p.m.
How fundraisers can make a difference through socially responsible investing and a commitment to DEI-B. Investing planned giving assets to make the change you want to see. Examining the underlying constructs of planned gifts to ensure that donors are honored and respected.
Mimi Blackwell is the Director of Philanthropic Services at Friends Fiduciary Corporation where she supports Quaker and Quaker aligned non-profits in establishing and growing Planned Giving programs, administering gifts, and engaging with donors, both individually and through group presentations. Mimi clerks the planning committee of the FFC-sponsored Quaker Fundraisers Gathering, a biennial, multi-day educational and networking conference for fundraising professionals and volunteers. Before joining Friends Fiduciary, Mimi served as Head of Goshen Friends School in West Chester, Pennsylvania. She is a graduate of the University of Pittsburgh School of Law and currently serves on the board of West Chester Friends School and Arch Street Preschool.
12:15 - 2:00 p.m.
Wealth Advisors: An Untapped Resource In
Justin M. Spike, CFP®, CPA, and Partner with Radnor Financial Advisors, will be sharing insights as to how Planned Giving professionals can engage Wealth Advisors to help implement donors’ giving plans. Justin will be discussing specific planned giving strategies, the potential impact of tax law changes on charitable giving, and anecdotal client experiences to show how Wealth Advisors can be leveraged to create an efficient and effective giving plan.
Justin Spike is a Partner and Wealth Advisor with Radnor Financial Advisors in Wayne, PA. In his day-to-day role, Justin focuses on providing comprehensive, independent financial advice to families, business owners, corporate executives, and other high-net-worth individuals. More broadly, Justin’s passions lie in growing and mentoring Radnor Financials’ team of associates and planners, and building connections across employees, clients, and the broader community network. Radnor Financial has continued its growth in 2022 by joining the CI Private Wealth network as they continue to find ways to provide best in-class-service to the firm’s over $2 billion in assets under management across more than 500 client families.
Justin is a Certified Financial Planner® and Certified Public Accountant, with specialized areas of focus in retirement planning, portfolio management, tax planning and preparation, estate/wealth transfer, and charitable giving. Justin serves as a member of Radnor’s Financial Planning Group, Investment Policy Group, and Tax Preparation Team.
Justin has been named a Five Start Wealth Manager by Philadelphia Magazine in each of the last 2-years. Radnor Financial as a firm has recently been named to the prestigious Barron’s Top 1,200 Financial Advisors list, which ranks financial advisors nationwide.
Prior to joining Radnor Financial, Justin served as a Senior Associate with KPMG in Philadelphia, focusing on audit, real estate valuation, and new hire training and development.
Justin graduated Summa Cum Laude from the George Washington University in 2010, with special recognition as a National Merit Scholar, George Washington Presidential Scholar, and University Honors Program Scholar.
Justin lives in Penn Valley, PA with his wife, Jaime, and two children, Ben and Zoe. Justin uses his personal time to focus on his children and giving back to the community. Justin has served as a volunteer in the IRS VITA Program, a Tour Guide at the National Zoo, and as an active member of the American Institution of CPAs, Pennsylvania Institute of CPAs, and the Financial Planning Association. Most recently, Justin has been nominated as an incoming Board of Trustees member of the Gladwyne Montessori School in Gladwyne, PA.