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  • Events, In the News, Professional Advisors

Professional Advisor Event on April 16 to Focus on Next-Generation Philanthropy

  • March 1, 2024
Diane Higginbotham, Senior Consultant at 21/64, will present insights from advising organization’s recent intergenerational giving report
 
The Community Foundation announced today that the next topic for its Partnering for Good: Deep Dives for Professional Advisors series will be “Philanthropy for the Next Generation.” The event takes place on April 16, 2024 from 8:30 to 10:00 a.m. (presentation begins at 9 a.m.) at the Center for Philanthropy at 700 South Dixie Highway in West Palm Beach.
 
The event is free and open to professional advisors, such as wealth managers, CPAs, estate attorneys, and other professionals who counsel to philanthropic clients. Registration is required.
 
Register Here
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Diane Higginbotham
The featured speaker at the Community Foundation’s “Philanthropy for the Next Generation” event is Diane Higginbotham, Senior Consultant at 21/64, an independent 501c3 nonprofit practice providing multigenerational advising, facilitating and training for next generation engagement, especially within family philanthropy and other family enterprises. Higginbotham will lead a 60-minute discussion focused on engaging the next generation of donors based on research from 21/64’s Generation Impact book and survey.
 
“Professional advisors bring incredible value to the table when working with intergenerational philanthropic families, and Diane is an amazing speaker with great experience as a donor advisor,” said Mary Katherine Morales, Vice President for Philanthropic Services at the Community Foundation. “Our Partnering for Good series continues to be a valued resource to our wide range of partner agencies, donors and organizations, and we are thrilled to offer this special event for those in the critical professional advisor space.”
 
“As the leading nonprofit on ‘giving where you live,’ we are focused on bringing more professional advisors into the Community Foundation fold,” added Lisa Schneider, who leads Gunster’s Trust & Estates practice and is Chair of the Community Foundation’s Philanthropic Advisory Council. “Our breakfast events are a value-add for the area’s professional advisors in bringing up-to-the-minute learning and information that can assist them in counselling their philanthropic clients.”
 
Sponsors of the event include Lisa Schneider, Gunther*; Tandy Robinson, Goldman Sachs & Co.*; April Hicks, Carr, Riggs & Ingram LLC*; Lindsey Gerlock, Andersen*; Julie & Peter Cummings; John S. Lacy, Merrill; Chris Losquadro, Quantum Realty Advisors; and Doane & Doane, PA Attorneys at Law.
 
*Members of the Community Foundation Philanthropic Advisory Council who helped plan this series.
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The Community Foundation for Palm Beach and Martin Counties, Inc., strengthens our communities by leading philanthropy and solutions through our direct work in partnership with donors, nonprofits and the community. Our 501(c)3 nonprofit Foundation is the foremost resource for convening partners to elevate people, improve lives and make our community a better place to live.

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