About the webinar...
Bridging the Divide: Making the conversation easier in a post-COVID world
Non-profits need donors to know that they have pivoted recently in order to survive, many times reducing staff in order to continue to serve their missions. And many missions, who are not on the front lines of the current crisis have seen their funding drop, yet their missions are still hyper critical. Capacity is dwindling to manage shifts in programs and cultivate and steward donors. Donations are down and donor retention is slipping for some nonprofits. (by 11% nationally in March alone).
Meanwhile, some funders have pivoted to unrestricted funding and reduced requirements for grants, and the “Call to Action: Philanthropy’s Commitment During COVID-19” is an encouraging step during this current crisis, but how do funders take a longer term approach to actualizing trust-based philanthropy and maintaining the flexibility and trust that has become the norm during this moment?
This session will focus on how advisors can help their clients evaluate their grantmaking values and practices through a trust-based lens, including proactively working to recognize and respond to power imbalances, and move toward a more equitable nonprofit-funder ecosystem.
During this presentation attendees will learn:
- How to help clients allow the beneficiaries of philanthropy to be the protagonists in their own stories
- How to support clients/donors in performing the due diligence needed in a trust-based framework
- How to assist funders in finding organizations/missions led by people of color or diverse backgrounds
About the presenters...
Director, Orr Group
Rebecca joined Orr Group in 2018 with broad experience in external relations and corporate marketing. Building on data and analysis, she leads strategy and manages relationships to drive success and revenue. She works daily with our partners on overall strategy development, major gifts, events, corporate strategic philanthropy, and volunteer engagement. Prior to Orr Group Rebecca oversaw a large portfolio of major gift donors that generated $1.2 million for community support in under 12 months at United Way of Greater Los Angeles (UWGLA). Before joining UWGLA, Rebecca oversaw marketing in New England for The Northern Trust Company for five years. Her annual plans included strategic philanthropy/CSR, thought leadership, philanthropic messaging, events, client cultivation, and sales support. Her marketing strategies supported ~$2 million in new business annually and a 20% CAGR for the Boston office. Rebecca worked in development roles for The New School, Rutgers University, and Lenox Hill Hospital. During this time, she secured major gift donors, cultivated alumni, managed volunteers, oversaw campaigns, and executed events.
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Senior Philanthropy Advisor, Executive Director, The Philanthropy Centre
Jamie Hackleman, Executive Director, serves as a Senior Philanthropy Advisor at J.P. Morgan Private Bank, and is based in Los Angeles, California. The Philanthropy Centre provides clients with insights and services to help meet their financial and philanthropic goals through innovative advice, thought leadership, and learning opportunities.
Jamie has over a decade of experience in non-profits and foundations, working on issues ranging from international development and global health, to the environment, arts and culture, and poverty alleviation. Prior to J.P. Morgan, Jamie worked with Paul G. Allen’s philanthropy team at Vulcan where she focused on identifying, building, and managing high impact partnerships. Before Vulcan, Jamie was at the Bill & Melinda Gates Foundation where she served in multiple roles, including managing partnerships with philanthropists who co-funded projects with the foundation, and as a special assistant to the president of the Global Policy & Advocacy division. She has also worked at PATH, Save the Children UK, and was a Fulbright Scholar in Indonesia.
Jamie received a MSc in International Health Policy from the London School of Economics and a BA in Political Science from Pacific Lutheran University.
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Ladd is a pastor in the United Church of Christ in Natick, Massachusetts. He
got his B.S. at Skidmore College, where he serves as a member of the Board of
Trustees, and earned his MDiv., with Honors, at Andover Newton. His work in the non-profit sector began in
Tucson, Arizona where he was heavily involved in fundraising and public
relations. Bill officially joined the Lincoln and Therese Filene Foundation of
Boston in 1990 where he has served ever since in Public Education and
Broadcasting, Civic Education, as well as Music Education and Performance.
Locally, Bill has served as President of the Community Chaplaincy Council as
well as Chaplains on the Way in Waltham.
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Chief Philanthropic Services Officer, National Philanthropic Trust
Jenna Mulhall-Brereton is NPT’s Chief Philanthropic Services Officer. She leads the team delivering Premier Donor services, as well as fiscal sponsorship, supporting organization administration, and a range of customized services to enable NPT’s donors to develop and execute on their philanthropic vision. Ms. Mulhall-Brereton’s expertise spans the philanthropic ecosystem, and she is a trusted advisor to preeminent philanthropists, foundations and social sector leaders.
Prior to joining NPT, she served as Managing Director at Geneva Global, where she built and led a practice focused on strategic philanthropic consulting, philanthropic partnership development and donor education for clients comprising high-net-worth individuals, foundations, financial service institutions and nonprofit organizations.
Ms. Mulhall-Brereton holds an MA in International Peace and Conflict Resolution from Arcadia University, a certificate in International Affairs and Multilateral Governance from Institut de Hautes Études Internationales et du Développement (Geneva, Switzerland), and a BA in French and Spanish from Bryn Mawr College. She completed the Executive Program for Senior Women’s Leadership at Northwestern’s Kellogg School of Management.