Webinar - Giving Across Generations: How to Engage Multiple Generations in Family Philanthropy

Overview

Wednesday, Jul 11, 2018 - 05:00am
Wednesday, Jul 11, 2018 - 06:00am

Many families talk about their desire to engage the next generation in family philanthropy and struggle with determining the right time to involve the next generation and how best to prepare them for their role with the family’s charitable giving. Some also struggle with how to approach encouraging or allowing the older generation to step aside. This session will explore promising practices for engaging multiple generations in family giving, including early training in family legacy, the importance of education regarding family wealth, understanding of nonprofits and social issues, and financial management and investment oversight.

In this session, we’ll explore:

  • Answers to key questions and understanding of the challenges facing families in integrating multiple generations in to charitable giving
  • Ideas for advisors on how to launch a family engagement effort tailored to an individual family’s needs
  • Tools for evaluating the success or failure of a particular program

***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.

Recommended For
Family Office Executives, Family Members, and Advisors
[[{"fid":"31966","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false},"type":"media","field_deltas":{"1":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false}},"attributes":{"style":"margin: 5px; float: left;","class":"media-element file-default","data-delta":"1"}}]]Nancy Gardiner, Partner, Director of Family Office and Philanthropy Services, Hemenway & Barnes LLP

Nancy Gardiner works with families on governance, succession and all facets of family office creation, operation and management. She also advises individuals and families on all aspects of charitable giving, including the creation of charitable vehicles, such as private foundations, advising families and individuals regarding areas of interest and the structuring of individual gifts. Nancy also counsels development offices on issues relating to major gifts.

Nancy also oversees the firm's Philanthropy and Family Office Services which includes helping clients accomplish everyday tasks, such as bill paying, relocations, assisted living arrangement, oversight of special assets or collections and other issues related to "life management." Nancy is also Managing Director and Secretary of Hemenway Trust Company, a New Hampshire based private fiduciary firm.

Nancy holds an A.B. from Harvard University (magna cum laude) and a JD from the University of Virginia School of Law.

 
[[{"fid":"31971","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false},"type":"media","field_deltas":{"2":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false}},"attributes":{"style":"margin: 5px; float: left;","class":"media-element file-default","data-delta":"2"}}]]Gioia Perugini, Associate Director, Family Office and Philanthropy Services, Hemenway & Barnes LLP

Gioia Perugini works with individuals, families, advisors, charitable trusts and foundations to provide a range of philanthropic and client services. Her clients rely on her to design and implement charitable giving strategies, research particular charities, negotiate gifts of cash or tangible assets and coordinate family meetings.

Gioia holds a B.A. from Providence College.