Every month on the 4th Friday morning from 8:30 am – 9:45 am, Bozeman Area Community Foundation hosts an educational and collaborative gathering for all nonprofit leaders (including staff, volunteers and board members). All Nonprofit Café events are hosted at the Emerson Center for the Arts and Culture.
August // A Planned Giving Program in One Hour Per Week!
Conversation led by Russ Shaw // Vice President, Philanthropic Specialist, Wells Fargo
Where: Emerson Center for the Arts and Culture – in the ballroom.
When: Friday, August 25th from 8:30am – 9:45am
How much: It’s free to nonprofit board, staff and volunteers!
What you will learn: You’ve heard about planned giving, and you know that it can be an important source of gifts. Maybe you’ve put “Start a Planned Giving Program” into your 2018 “to do” list. But where do you start? What do you need to know about the many different gift planning strategies? What are the best places to invest your precious time for planned giving success?
At this presentation, you will learn:
- Why Planned Giving is worth your time
- How to explain PG to your senior staff and board, and get their buy-in
- Which of your donors are the best PG prospects
- What you need to know (and not much more!) about the many PG vehicles
- How to take advantage of the existing resources such as the National Association of Charitable Gift Planners (formerly Partners for Philanthropic Planning) and
- The TOP TEN things to do to get a PG program started.
Let’s meet our presenter, Russ Shaw!
Russ Shaw serves as Vice President and Philanthropic Specialist for Wells Fargo Philanthropic Services within The Private Bank. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Russ helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, estate planning, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. He also works extensively with nonprofit organizations, where he advises in the areas of gift planning, endowment management, board governance, and other management issues. Russ collaborates with his clients and their other advisors to leverage their resources to maximize the impact of their philanthropic activities.
Prior to joining Wells Fargo, Russ served as Assistant Vice President at Regis University in Denver, directing the fundraising activities of the institution while carrying a personal portfolio of over 200 prospects in multiple states. He also served as Director of Gift Planning at Regis, assisting alumni and friends of the university in their philanthropic estate planning.
Before Regis, he served as Executive Vice President of the National MS Society’s Colorado Chapter. Russ brings 25 years of corporate administration, tax consulting and compliance to his philanthropic work.
Russ is a member of the Master of Nonprofit Management (MNM) faculty at Regis University, with an emphasis in Financial Management of Nonprofit Organizations. He is an active member of, and volunteers with, several nonprofit organizations including the Colorado Planned Giving Roundtable, the Colorado Nonprofit Loan Fund board, and the Institute for Leaders in Development. He obtained his MNM from Regis University, earning Alpha Sigma Nu honors, and his BBA in Finance from the University of Texas at Austin.
This program is free and open to our community because of our generous sponsor, First Security Bank! They believe that every nonprofit should have the opportunity to learn, grow and thrive together.
2017 Nonprofit Cafe Roster of Upcoming Speakers
(Speakers and topics subject to change)
February 24 // Why Do People Give? What We Know about Donor Motivations – Jenn Lammers, Northeastern University & The Philanthropy Hub; Jenn’s Presentation Slides
March 24 // How to Utilize MSU’s Resources to Support Your Work – Laurynn Olson, MSU Office of Student Engagement (OSE)
April 28 // Diversity, Equity and Inclusion -Judith Heilman, The Montana Racial Equity Project
May 26 // How to Engage Youth in Your Nonprofit – EJ Porth and Greg Owens, formerly of the Bozeman Youth Initiative
June and July // NO NONPROFIT CAFE
August 25 // A Planned Giving Program in One Hour Per Week! – Russ Shaw, VP and Philanthropic Specialist, Wells Fargo
September 22 // Gift Acceptance Compliance – Jason Smith, Bozeman Health Foundation
October 27 // TBD