Pre-registration for this program is closed.
Economic Outlook and It’s Implications on
11:00 a.m. - 12:00 p.m.
Economic Outlook and It’s Implications on Donor Behavior: How does the economic volatility and uncertainty of the future impact our behavior, wealth and giving? In this session we will explore the following questions that are top of mind for our clients and the organizations they represent:
- What is the economic outlook to end this year and over the medium term given inflation, a banking crisis and high interest rates?
- What will fundraising and long term planned gifts look like with this backdrop?
- What are the ways we can adjust and plan?
- How should we be thinking about our reserves and cash management in a volatile environment?
- And more…
Evan M. Linhardt, Vice President, Advisor to Non-Profits, Foundations & Families
Evan Linhardt serves, non-profits, foundations, and families to design investment strategies that align and allow them to fulfill their missions to maximize impact. By deeply understanding his client’s complex issues, challenges, and goals he can bring the depth and scope of Bernstein research, talent, and the vast network to his clients to plan and execute on the appropriate investment strategy. As a former non-profit leader and public service executive he brings a depth of knowledge and experience to his role and a passion for being a part of your organization, family, or foundation’s quest to make impact.
As Vice President and Financial Advisor in the Philadelphia office of Bernstein Private Wealth Management Evan creates holistic and customized analyses and leads the investment effort for high-net-worth families, individuals, trusts, foundations, non-profits and endowments which can include planning, strategy, and education for multigenerational wealth transfer, non-profit and foundation boards. Prior to joining the firm, Evan served as Director of Development at Philadelphia School Partnership, the largest education non-profit in Philadelphia. Before that, he was the first Chief Information Technology Officer for the New Jersey Department of Education. Evan earned a BA, summa cum laude, from Syracuse University, and MS in from the University of Pennsylvania.
He currently serves on three boards, LiveWell, Sow Good Now and the South Jersey Community Foundation to further impact on his community and leverage his expertise.
He currently resides in Collingswood, NJ with his wife and two daughters.
The Power of Planned Giving in Campaigns
12:15 - 2:00 p.m.
Campaigns of all sizes are increasingly being powered by blended and planned gifts. From planning, to pipeline, and training to culture, organizations need to know if they are ready to leverage planned giving strategies before they launch new campaigns.
In this interactive session, Orr Group’s Craig Shelley and Amanda Nelson will walk you through effective and proven approaches to ensure your leadership, fundraisers, and constituents are aligned and prepared to amplify your next campaign.
Craig Shelley, CFRE, Partner and Chief Growth Officer, Orr Group
Craig is a trusted partner and advisor to the nonprofit sector’s most ambitious leaders. He advances the missions of nonprofits by bringing a change-management and entrepreneurial approach to strategy, organizational development, fundraising, and board optimization.
In addition to his direct work with clients, as a Partner and the firm’s Chief Growth Officer, Craig helps to set the course for Orr Group’s continued success. He leads our Impact Group, focused on identifying and meeting the needs of our nonprofit partners and projecting our best practices and viewpoints across the sector, as well as our Growth Team, which is responsible for our brand, marketing, communications, thought leadership, and business development efforts.
Craig is a Certified Fundraising Executive (CFRE) and frequently speaks at conferences and publishes articles on leadership and philanthropy. Prior to joining Orr Group in 2013, Craig was National Director of Development and Corporate Alliances for the Boy Scouts of America. In this position, he was responsible for leading annual fundraising, corporate partnerships, and alumni relations for the organization. He also provided training, support, and consulting to nearly 300 local Boy Scouts affiliates, which collectively raised over $250 million annually.
Amanda Nelson, Vice President, Orr Group
As a Vice President, Amanda Nelson brings over 15 years of professional fundraising experience. Amanda provides development and higher education expertise to help drive strategy and growth for the firm. Amanda most recently served as the Associate Dean of External Affairs at The Columbia University School of Professional Studies. In this role, she oversaw alumni engagement, development, board relations, public relations, and communications. As a Vice President, Amanda leads work across multiple areas including campaigns, strategy, fundraising, and planned giving. As a trusted partner, Amanda collaborates with organizational leaders across the nonprofit sector infusing her expertise from higher education with innovative and emerging trends. Her first professional role was at Orr Group, where she launched her career and passion for the nonprofit sector.