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Webinar │Community Foundations Can Assist You in Serving Your Clients
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Webinar │Community Foundations Can Assist You in Serving Your Clients

6/16/2020
When: Tuesday, June 16, 2020
12 noon Pacific | 1 pm Mountain | 2 pm Central | 3 pm Eastern
Where: United States


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About the webinar... 

Community Foundations Can Assist You in Serving Your Clients

 

Community Foundations are an integral tool for you as you work with your clients on their philanthropic choices and commitments. They can provide you solutions as you navigate talking about philanthropy with your clients without recommending one charity over another.

 

Community Foundations strengthen regions by encouraging and supporting effective giving and by providing leadership on critical issues in communities. Learn how they can be your partner in serving your clients and understanding your clients’ philanthropic desires.   


About the presenters...


 

Moderator: Rita Fuerst Adams, Charitable and Philanthropic Management Counsel 

Rita Fuerst Adams transforms organizations into better funded, more effective organizations; and builds internal and external teams to diversify funding. Rita works best with entrepreneurial, collaborative organizations focused on the common good.

Throughout the U.S. and internationally, Rita has served causes in education, youth, the arts, community and economic development, historic preservation, health care, international relations, and professional and civic affairs.

Rita taught Entrepreneurship for Nonprofits for the masters in Organizational Leadership at Wheelock College. She has written and published extensively in the field, including editing the book for the Center on Philanthropy, What Fundraisers Need to Know About State and Federal Regulation: How it Can Influence All Aspects of Their Work.

     

 

Panelist: Christine Lim, East Bay Community Foundation

Christine brings over 16 years of senior investment management experience and a breath of knowledge and expertise from the financial sector. As part of the Foundation’s external fundraising team, she will spearhead the Foundation’s professional advisor engagement strategy as well as build and strengthen relationships with existing and prospective donors. Most recently, Christine worked at RGP in Client Services as well as Charles Schwab as Vice President of Financial Consulting and Client Services, where she received recognition for assistance in the development of financial coaching program for the San Francisco Homeless Prenatal Center Program, Motif Investing, and TIAA in San Francisco.

Christine holds a Master of Business Administration from Xavier University in Cincinnati, Ohio and a Bachelor of Science degree in Economics from Vanderbilt University in Nashville, Tennessee.  She has also completed coursework for UC Berkeley Extension’s Professional Sequence in Personal Financial Planning.

As a senior investment professional dedicated to helping the underserved achieve their financial goals, she has served her local community by assisting on the board of San Francisco Adoptee Mentor Program, serving as Volunteer Financial Coach at the San Francisco Homeless Prenatal Center Program, and participating in the San Francisco Aids Marathon Training Program. Her personal interests include soccer, playing tennis, picking up new hobbies and spending time with her loved ones.

     

 

Panelist: Rick Peck, New Hampshire Charitable Foundation

Rick Peck leads the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.  NHCF is the only statewide community foundation in NH.

Before joining the Foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.

He is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®. Rick holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.

     

 

Panelist: Rebecca Rothey, Greater Washington Community Foundation

Rebecca Rothey, CFRE, CAP®, AEP®, joined the Greater Washington Community Foundation on August 1, 2016 as Vice President of Development and Senior Philanthropic Advisor. Prior to coming to the Community Foundation, Rebecca has held several charitable gift planning positions. It was her three years, from 2012-15, as director of major and planned giving at the Baltimore Community Foundation that sparked her passion for the role community foundations play in helping donors to give back to their communities and in educating donors’ professional advisors. Rebecca received her undergraduate degree in philosophy from the Notre Dame of Maryland University, from which she graduated summa cum laude, and certification as a fundraising specialist from Goucher College. She became a Certified Fund Raising Executive (CFRE) in 2004 and received her designation as a Chartered Advisor in Philanthropy (CAP®) from The American College in 2014 and her AEP® designation from the NAEPC in 2019.


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