2402 Garland Ave, Nashville, TN 37212
Black Belt Gift Planning: Ten Stages to Becoming a Master
This presentation will explore the various stages in a typical major/gift planner’s career path that lead to success individually and at charitable organizations. We will discuss lessons learned, gift scenarios, training ideas and donor stories at each stage. It will include interaction with fellow attendees to discuss both the art and science of gift planning, including metrics, blended gifts and other gift scenarios.
Alexandra Pia Brovey is the Senior Director of Gift Planning at the North ShoreLIJ 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.
Thank you to our event sponsors:
Friend of the Council Sponsor
Non- Members: $35.00
This program has been approved for 1 CFRE Point
This program has been approved for 1 general CLE