2nd Half of 2021
Steve Alley and Tony Macklin led plenary sessions on trauma-informed philanthropy and models of community resiliency for the 2021 Annual National Conference for Growing Community Foundations.
Sheryl Aikman discussed Challenges All Nonprofit Leaders Will Face in an episode of the Your Path to Nonprofit Leadership podcast.
Bryan Clontz spoke about "Creative Charitable Planning with Non-Cash Assets: A Case Study Approach" with the Planned Giving Group of New England and the Community Foundation of Greater Buffalo (video link). He also spoke about the "Top 10 Charitable Trends Every Advisor Should Know in 2021" with the Capital Region Community Foundation and Community Foundation of Soutwest Louisiana.
Erika Seth Davies advised the new report Capital at the Crossroads: Integrating Racial Equity into Total Portfolio Activation released by Trillium Asset Management, Croatan Institute, the Nathan Cummings Foundation, and REEFS. She also spoke at the 2021 FAOG conference about Making the Allocation to Diverse Managers and at SOCAP21 about Funding Women and Girls.
Tony Macklin discussed options for Family Philanthropy and Donor-Advised Funds with members of the Grantmakers of Western Pennsylvania and co-presented the Melton Case Study for the Greater Kansas City Community Foundation's professional advisors.
Ralph Serpe and husband Bryan Tate wrapped up a six-part Unrestricted Asset Building series for Philanthropy West Virginia.
Bryan Clontz is continuing his free monthly webinars on gift planning and gift acceptance topics through Charitable Solutions, LLC.
Tony Macklin is leading a Feb. 15 conversation about family philanthropy topics for the Charitable Gift Planners of Northeast Indiana, participating in the National Network for Consultants to Grantmakers' March 8 webinar about donor-advised funds, and leading a March 15 webinar about strategy conversations with donors for the National Center for Family Philanthropy.
Want to explore options for an EAC team member to speak, facilitate, or train for your foundation or philanthropy group? Please don't hesitate to reach out to them individually or contact Steve Alley at steve.alley[at]eac-associates.com.