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11/3/2014
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When:
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Monday, November 3 11:30 - 1:30 pm
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Where:
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WithumSmith+Brown, PC 1411 Broadway, 9th Floor New York, New York United States
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Presenter:
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Sharna Goldseker, 21/64
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Online registration is closed.
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« Go to Upcoming Event List
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Next Gen Donors: Respecting Legacy, Revolutionizing Philanthropy
According to research by the Investment Management
Consulting Association, financial advisors only retain 2% of their clients'
children once both parents have passed away. With the expected 59 trillion
dollar wealth transfer upon us, effectively navigating generational differences
is more critical than ever. Sharna Goldseker, Executive Director of 21/64, a
boutique consulting firm specializing in next generation and multigenerational
engagement in philanthropy and family enterprise, will offer an interactive
exploration of the four generations of clients over 21 who we are managing and
cultivating. Specifically, she will highlight the NextGenDonors: Respecting
Legacy, Revolutionizing Philanthropy research that she co-authored with the
Johnson Center for Philanthropy, as well as offer 21/64's approach and tools to
engaging the next generation of clients.
About the Presenter S harna Goldseker is Executive Director of 21/64, a non-profit
consulting practice specializing in next generation and multigenerational engagement in philanthropy and family enterprise. In
that capacity, Sharna consults and speaks on generational transitions
often using 21/64's uniquely developed tools; facilitates a network of
next gen donors who are exploring their identity as well as their
impact; and trains other advisors on 21/64's approach to
multigenerational engagement. Sharna is editor of The Grandparent Legacy Project and co-author of #NextGenDonors, a first-of-its-kind study of high-capacity next gen donors in the United States.
Sharna earned a Bachelor of Arts from the University of Pennsylvania
with majors in Urban Studies and Religious Studies. She has a Masters in
Public Administration in Non-Profit Management from New York
University's Robert F. Wagner Graduate School of Public Service, where
she was the inaugural Charles H. Tenney Fellow. She also has training in
organizational development, group dynamics, and family systems.
Sharna currently serves on the Board of Directors of the Goldseker
Foundation, a foundation established by her great uncle, and is a member
of the Collaboration for Family Flourishing, a network of family wealth
advisors. She is married with two children and lives in New York City.
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