Conversations About Money: Understanding It, Identifying It and Asking for It
Special Guest Speaker:
Melanie Keilholtz, CSPG
Associate Director, Office of Gift Planning, University of California, Berkeley
No one is born a fundraiser nor do we typically start our careers thinking we will become one. Yet, fundraisers we have become. To be effective fundraisers we must talk about money. This interactive program will explore our internal relationship with money, provide an understanding of how donors hold most of their wealth (hint: it’s not in their checking account), why they give, and finally, we will role play examples everyone can use to guide a conversation of donating assets over cash.
Melanie Keilholtz worked for Bay Area nonprofits and was the marketing director of ANG Newspapers (Oakland Tribune, San Mateo County Times, and The Tri-Valley Herald to name a few) prior to coming to UC Berkeley in 2006. Since then, she has had the opportunity to work with Berkeley alumni and friends, and their advisors on a wide range of gifts funded with assets including real estate, securities, cash and, occasionally, works of art. She is a Certified Specialist in Planned Giving and has raised over $250 Million in planned gifts.
Cost: Free for HGPC members and non-members (seating is limited)
Lunch: Free bento for the first 32 registrants (please indicate at registration if you have a preference: chicken katsu, shoyu garlic salmon, tofu steak and veggie)
Parking: $1.50/hour at Harbor Court
Registration: Please register online by January 5, 2024