TOPIC #1: Case Studies in Donor Advised Funds
SPEAKERS: Terri Bradford Eason, MBA and David Stokley, JD
About the Program: Join members from Cleveland Foundation’s gift planning team to discuss the ins and outs of Donor Advised Funds (DAFs). As the oldest community foundation in the world, the Cleveland Foundation is a recognized leader in community-based philanthropy. With a team committed to finding solutions for donors, learn how customization is the key component for DAFs, and how donors have used DAFs to meet their unique charitable and planning objectives.
About the Speakers: Terri Eason manages the Cleveland Foundation’s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals. Terri joined the Foundation in October 2008 after gaining two decades of experience in the financial services industry. She had several positions with National City (now PNC) and supported several functions including wealth management, relationship management, new business development, and both private and corporate banking. Terri has served the nonprofit community as a director on several area nonprofit boards. She is a member of the National Black MBA Association, Inc., NAACP, Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, Inc., Top Ladies of Distinction, Inc. and Jack & Jill of America, Inc. Terri earned her Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree from Penn State University. Terri resides in South Euclid, Ohio with her husband and their two sons.
Dave Stokley joined the Cleveland Foundation’s Advancement team in July 2019. He focuses on providing individuals, families and organizations with information regarding current and deferred charitable giving options. In addition, Dave works closely with professional advisors and their clients to identify those options that will achieve specific philanthropic planning goals. Prior to joining the Foundation, Dave ran The Cleveland Orchestra’s gift planning program and held positions at the Cleveland Museum of Art and Stark & Knoll LPA. Dave serves as the President of Northern Ohio Charitable Gift Planners and is also on the Board of Directors of the Cleveland Baseball Federation. Dave maintains memberships with the National Association of Charitable Gift Planners, Northern Ohio Charitable Gift Planners, and Estate Planning Council of Cleveland. He earned his law degree from Ohio State University following undergraduate work at Wittenberg University.
TOPIC #2: Socially Responsible Investing at the Cleveland Foundation
SPEAKER: Anthony Gattuso, CAIA
About the Program: Requests for investment options with socially responsible components have skyrocketed in recent years, even in a charitable setting. Learn how the Cleveland Foundation has worked with staff and board members to create and evaluate an innovative suite of programs for donors and grantees.
About the Speaker: Anthony Gattuso joined the Cleveland Foundation in October 2016 as Manager of Investments. Anthony works with members of the finance team and the foundation’s independent investment consultant, trustee banks and various other investment managers in overseeing the successful administration of the foundation’s $2.5 billion investment portfolio, cash management and finance/treasury analysis. Prior to joining the Cleveland Foundation, he worked in the investment office of the Cleveland Clinic Health System as Senior Investment Analyst. Anthony earned a bachelor’s degree in business administration from Saint Bonaventure University in New York and studied abroad at Beijing Institute of Technology. He went on to earn an MBA from Cleveland State University. In addition to his academic credentials, he is also a Chartered Alternative Investment Analyst. Also, he currently serves on the Investment Practices Committee of the Fiscal and Administrative Officers Group (FAOG) for Community Foundation’s.
Continuing Education – FPA NEO will request credit for these programs, which will total two hours of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.
Reservation Policy – All attendees are encouraged to register in advance before noon 11/18/19 and walk-in reservations will be accepted on a space-available basis only. Meeting cost is free for FPA members and $60 for non-members. If you reserve and are unable to attend, please call the office or email firstname.lastname@example.org to cancel by noon 11/18/19 to avoid a no-show reservation billing of $10.00.
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