Webinar - How Saying 'No' Helps Advance Your Philanthropic Mission

Overview

Wednesday, Apr 17, 2019 - 10:00am to 11:00am CDT


Many ultra wealthy families experience a steady flow of incoming donation requests – from friends, other family members, colleagues, even strangers – and saying “no” can be difficult. But just because you can afford to say “yes” doesn’t mean you should.

Defining your philanthropic mission and associated giving parameters (which includes saying “no” to some organizations), allows you to say “yes” to more opportunities that are in line with your goals – resulting in more deliberate, targeted philanthropic impact.

In this session, Susan Colpitts of Signature Family Wealth will share her thoughts on the subject after working with families for nearly three decades. We will also outline best practices, share real examples, and leave you with tangible takeaways to help you make gifts that are as meaningful as they can be.

 

***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.

  • Speaker(s)

Susan R. Colpitts, Founder, Chief of Client Experience, Signature Family Wealth Advisors

Susan R. Colpitts is a Founder of Signature Family Wealth Advisors and leads the Client Services Team as the Chief of Client Experience. She is an expert in the technical areas of financial, tax, trust, and estate planning, and is particularly interested in working with clients to create meaningful philanthropic strategies that match their passions and financial resources with appropriate planning structures.

Susan has received various national recognitions for her accomplishments, including Research Magazine’s Advisor Hall of Fame, the United Way of South Hampton Roads’ Volunteer of the Year, and the YWCA of South Hampton Roads’ honor as a Woman of Distinction.

Susan is actively involved in her community, engaging in volunteer activities which include being a Director of the Hampton Roads Community Foundation; Vice-Chair of the Virginia Foundation for the Humanities; Trustee of the Eastern Virginia Medical School Foundation; Board member of Building Goodness Foundation; and past Chair of the United Way of South Hampton Roads.

 

Paulina Cromwell, CFA, Product Manager, Family Office Exchange

Paulina Cromwell is a product manager at Family Office Exchange (FOX).  She is responsible for client education, advisory, and research related to Impact Investing & Philanthropy. Paulina cares deeply about helping families align their activities with their values. She works with families to achieve their goals across the family enterprise, including charitable giving, impact investing, and business initiatives. ​ 

​Prior to joining FOX, Paulina was a portfolio manager in the Family Office Investment Advisory Practice at Northern Trust. She worked with family offices and their foundations on investment strategy, asset allocation, portfolio construction, and manager selection. She also led the team that conceived Northern Trust’s Family Office Consulting business. Paulina began her career in Corporate Strategy, focused on the company’s M&A activities and the annual strategic plan with the Board of Directors.​ 

​ Paulina received a B.S. Degree in Finance from Florida State University, with a Minor in History. She is a Chartered Financial Analyst® (C.F.A.) charterholder and a member of the C.F.A. Society Chicago. Paulina is also involved with several mentorship and financial coaching organizations throughout the Chicago area.