The next generation of UHNW clients do not need to learn the value of $1 or $10, they need to understand the potential impact of $10,000 or $100,000+. One of the best ways to teach them about the value of money is through philanthropy.
As wealth is transferred, many families are thinking about how to bring the next generation into their family's work either in a family-owned-business or a family foundation. The presentation will provide tools to advisors as they work to help families grappling with the future transfer of wealth.
The presentation will include a model on how to use philanthropy to assist in the transfer of wealth. Both advisors and non-profits have used this framework with next gen clients/donors with significant degrees of success.
Attendees will gain a better understanding of the following:
Choosing goals: helping your client pick a philanthropic goal. And strategies for goal achievement: helping clients decide which non-profits are attacking a problem the way they want.
Good application of philanthropic activities: how do you know which strategy is the best? Which non-profit is making the most impact?
Understanding evaluation and performance indicators: Unlike in business it can be difficult to measure the ROI of a philanthropic investment – evaluation and performance are much more nuanced in philanthropy than in business. Here is where the opportunity exists to help clients understand what matters to them and what type of impact aligns with their values.
Rebecca Emami, Orr Group
Rebecca joined Orr Group in 2018 with broad experience in nonprofit external relations and corporate marketing. Building on data and analysis, she leads strategy and manages relationships to drive success for our partners. She works daily with our partners in corporate strategic philanthropy and partnership alignment, major gifts, events, volunteer engagement, and developing strategic visions.
At United Way of Greater Los Angeles (UWGLA) Rebecca oversaw a large portfolio of major gift donors that generated $1.2 million for community support in under 12 months.
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, fundraising events, and client cultivation. Her marketing strategies supported ~$2 million in new business annually and a 20% compound annual growth rate for the Boston office.
While at Northern, Rebecca was also tapped to work with select clients to help them understand their capacity for philanthropic impact. She coached clients through the selection of impact partnerships and the development of philanthropic strategies.
Prior to Northern Trust, Rebecca worked in philanthropy 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.
Rebecca earned her M.S.W., Financial Management of Global Non-Profits, Boston College in 2008 and a B.A., English and French, Skidmore College in 2005.
When she isn’t working she’s traveling (eight countries in 2018), horseback riding, skiing, sailing, or walking her dog with her husband in Alexandria, VA.