Creating Your Family’s Giving Legacy Through High Impact Philanthropy
Join speakers Jodi Rosen, CAP®, Vanguard Charitable’s Director of Business Development; and Julien Franklin, CAP®, Philanthropic Development Consultant; along with Family Business Magazine’s Publishing Director, David Shaw, for a deeper look at your high impact philanthropic strategy.
Tuesday, September 28, 2021
2 PM ET | 11 AM PT
Join Vanguard Charitable to discuss how to focus your family’s philanthropy with a long-term, strategic lens to ensure your charitable legacy endures for generations to come.
During this live webinar, you’ll learn how to:
- Increase your family’s charitable impact through unique giving strategies
- Identify highly tax-effective assets to support your charitable goals
- Create short and long terms goals to maximize your family’s philanthropic legacy
- Access resources and activities to engage the next generation in creating your family’s mission
Director of Business Development, Vanguard Charitable
Jodi brings over 20 years of experience in both the nonprofit sector and donor-advised fund industry, where she has served as an advocate for both philanthropists and the nonprofit community. In her current role, Jodi manages business development and strategic product development at Vanguard Charitable, seeking to maximize the impact of high net worth donors’ philanthropy. Before joining Vanguard Charitable in 2011, Jodi worked in development at several Philadelphia-based nonprofit organizations, including the Philadelphia Foundation. She is a graduate of the University of Pittsburgh and Chartered Advisor in Philanthropy (CAP®).
Philanthropic Development Consultant, Vanguard Charitable
Julien joined Vanguard Charitable in 2017. As a Philanthropic Development Consultant, Julien focuses on supporting Vanguard Charitable’s most generous individuals and families through personalized consultation and service. Prior to joining Vanguard Charitable, Julien worked in corporate social responsibility at Aberdeen Asset Management. He has a passion for helping donors reach their philanthropic goals and educating families on impactful giving strategies. Julien is a graduate of Trinity College and is a Chartered Advisor in Philanthropy (CAP®).
Publishing Director, Family Business Magazine