CNE Naples Campus - Black Belt Gift Planning: Ten Stages to Becoming a Master | Hodges University

CNE Naples Campus - Black Belt Gift Planning: Ten Stages to Becoming a Master

Location: Hodges University Naples Campus, Stock Building

About This Event

As masters of karate know, even the most complex task or form involves knowing the basics and building on them over time. Gift planning veterans similarly know that each time they prepare for a gift conversation, design a marketing piece, strategize with a colleague about gift options or plan training, they are building on a foundation of prior experiences.

We will explore the various stages in a typical gift planner's career path that lead to success individually and at your charitable organizations. We will discuss lessons learned, gift scenarios, training ideas and donor stories at each stage. We will interact to discuss both the art and science of gift planning, including metrics versus goals, blended gift scenarios and other current topics. We will also explore both “hard” and “soft” skills that epitomize the character of a master gift planner.

Presenter: Alexandra Pia Brovey, Sr. Director of Gift Planning at Northwell Health Foundation in Great Neck, New York and Board Member of the Partnership for Philanthropic Planning
Registration Fee: $35 (GNAPGC members = no charge)
Location: Hodges University, Stock Building, White Community Room
Address: 2647 Professional Circle, Naples, FL 34119
Category: Governance

Click here to register.  Contact Marian Klink for additional information.

About the Speaker
Alexandra Pia Brovey is the Senior Director of Gift Planning at the North Shore-LIJ Health System Foundation in Great Neck, New York. After practicing law as an estate planning attorney for 6 years, Alex has focused on gift planning for the past 16 years at three institutions (The Pennsylvania State University, Pace University and Stony Brook University) with campaigns ranging from $100 million to $1.3 billion, before joining North Shore-LIJ in 2008.

She is currently Past President of the Philanthropic Planning Group of Greater New York, as well as a member of the (Long Island, NY) Charitable Estate Planning Council and the Estate Planning Council of Nassau County (NY). Alex was formerly a member of the Pittsburgh (PA) Planned Giving Council, and a founding member and Vice President of the Central Pennsylvania Planned Giving Council. She has spoken at the national, regional and local levels for a variety of organizations.

Alex earned a B.A. from The Pennsylvania State University, Phi Beta Kappa, a J.D. from Georgetown University Law Center, and an LL.M. in Estate Planning from the University of Miami. Alex is an alumni interviewer for Georgetown Law and coaches junior soccer and baseball.


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