Nonprofit Board Governance: Best Practices in a Changing World
April 
13th
7:00pm
–
10:00pm 
EDT
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Speaker Name

Short speaker biography. 

Mrs Robinson
Wishes you a wonderful day
Mrs Robinson
Wishes you a wonderful day
Mrs Robinson
Wishes you a wonderful day
Mrs Robinson
Wishes you a wonderful day
Mrs Robinson
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About
Speakers
Nonprofit Board Governance: Best Practices in a Changing World


Monday, October 21, 2024

WebEx & In-Person Session:

11:00AM – 12:00PM EST


 

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A Focus on Retirement Plan Gifts

Wilmington Trust invites you to a special presentation

  Nonprofit Board Governance:

Best Practices in a Changing World

Board governance relates to a nonprofit board's decision-making process and oversight of its organization. It is very important for nonprofit leaders and boards to fully understand their fiduciary responsibilities.  It is also crucial to review the specific governance responsibilities, especially in a changing world.  Nonprofit leaders also need to know how board governance includes the oversight of their nonprofit assets and endowments.  Richard Sheehan will discuss the evolution of board governance and focus on these key topics.

 

You will learn:

·         The basics of board governance

·         Governance trends

·         Best practices for boards

·         Common governance issues

·         Protecting nonprofit assets and endowments


Please join us for an interactive discussion!

 

Featuring:

James Sheehan, Chief of the New York Attorney General's Charities Bureau

David M. Rottkamp, CPA, Audit Partner, Nonprofit Practice Leader, at Grassi

Patrick Decker, Head of Institutional OCIO, Wilmington Trust


Introductions by:
Walter Dillingham, Director of Endowments and Foundations Practice, Wilmington Trust


Capital Markets Update:

Steven Seivold, Senior Institutional Investment Advisor, Wilmington Trust


The WebEx details for this meeting will be shared in an

Outlook calendar appointment upon registration


If you have any questions or issues, please reach out to Walter Dillingham

Learning Objectives:
Upon completion of this virtual training, participants should be able to:

·       Understand how creating a culture of passion builds effective nonprofit organizations

·       Utilize strategies for setting higher expectations and motivating staff and volunteers

·       Apply Growth for Good’s 4-Cs of managing organizational culture: Care, Champion, Communications, and Course


You’ll learn:

- An overview of Donor Advised Funds & Community Foundations
- Trends in the DAF sector
- Tips on connecting with Donor Advised Fund donors for Non-Profits

 

Speakers:

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Walter J. Dillingham, Jr., CFA

Director of Endowments & Foundations Practice, Wilmington Trust

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James Sheehan

Chief of the New York Attorney General's Charities Bureau

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David Rottkamp, CPA

Audit Partner, Nonprofit Practice Leader, Grassi

 

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Patrick Decker


 

Head of Institutional OCIO, Wilmington Trust

 

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Steve Seivold



Senior Institutional Investment Advisor, Wilmington Trust

 

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