Join Vanguard Charitable’s Julien Franklin, CAP®, Philanthropic Development Specialist, and Colleen Cashman, CAP®, Senior Manager, Premier Services and Strategy, along with Family Business Magazine's Publishing Director, David Shaw, for a deeper look at how to approach strategic philanthropy during uncertain times.
During times of uncertainty, family businesses continue to show their resilience and creativity. Part of that strength is having a solid philanthropic strategy that benefits the business, the family legacy and the bond between generations.
Join us on October 6th as we discuss how family businesses can establish, navigate and maintain philanthropic giving during times of great need, inflation and economic uncertainty.
During this live webinar, you'll learn how to:
- Establish a long-term, sustainable giving strategy.
- Adjust your philanthropic approach to maintain your ongoing giving strategy while accounting for changing priorities.
- Empower the next generation to ensure your philanthropic legacy carries on
Speakers
Julien Franklin, CAP®
Philanthropic Development Specialist, Vanguard Charitable
Julien joined Vanguard Charitable in 2017. As a Philanthropic Development Specialist, Julien focuses on supporting Vanguard Charitable's most generous individuals and families through personalized consultation and service. Prior to joining Vanguard Charitable, Julien worked in corporate social responsibility for Aberdeen Asset Management. He has a passion for helping donors reach their philanthropic goals and educating clients on strategic and efficient giving strategies. Julien is a graduate of Trinity College and is a Chartered Advisor in Philanthropy (CAP®).
Colleen Cashman, CAP®
Senior Manager, Premier Services and Strategy, Vanguard Charitable
Colleen Cashman serves as Vanguard Charitable's Senior Manager of Premier Services and Strategy delivering on a strategic plan to enhance client engagement and drive growth and donor retention. Colleen oversees a team of relationship managers who provide exceptional service to ultra-high net worth philanthropists, families, and corporations. Prior to joining Vanguard Charitable in 2014, Colleen spent a decade in New York City as a front-line fundraiser, grant writer, and events coordinator for The American-Italian Cancer Foundation and Parsons Dance Foundation. Colleen is a graduate of Mason Gross School of the Arts at Rutgers University and holds a Chartered Advisor in Philanthropy® designation from the American College of Financial Services. Colleen resides in the suburbs of Philadelphia with her husband and son.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes — maximum value for time
Sponsor
Vanguard Charitable