Quarterly Breakfast & Presentation on
Tapping the Epic Wealth Transfer:
A Case Study Look at Donors & the Planned Gifts They Choose
with Kylie Johnson, CRPC
America is in the midst of an epic generational wealth transfer that will last for decades and which provides an unprecedented opportunity for bequests and other planned gifts.
Understanding this trend and how to communicate with your donors as they gain and manage wealth is crucial. This case-study-based session will include a “behind the scenes” look at how donors might hold their financial assets and how you might shape the conversation to inspire them to consider gift vehicles that may be fit for their philanthropic and financial priorities.
The breakfast meeting will be held on Tuesday, April 14, 2020 from 7:45 a.m. to 9:00 a.m. at the Hyannis Golf Club located at 1800 Iyannough Road (Rte 132) in Hyannis.
The breakfast is FREE to attend with advance registration for current PPCI members and $35 per person for non-members. To attend this event, please register online via the link below. Deadline for registration is Friday, April 10th, 2020.
About Kylie Johnson, CRPC
For over twenty years, Kylie Johnson has helped donors make charitable gifts that bring them joy, meet their unique needs and goals and provide tax-savings and other benefits. A program builder with comprehensive campaign, major and planned giving expertise, her career has spanned grassroots to large nonprofits, including the Saint Louis Symphony, UMass Amherst, and Virginia Tech’s $1B campaign, as well as experience as a Merrill Lynch financial advisor. Always fascinated by healthcare, she has served at Baystate Health Foundation in western Massachusetts since 2015 where she launched a comprehensive planned giving program and is helping grow the major gifts and endowment program for a major health system. An active board member for the Planned Giving Group of New England (PGGNE), she also teaches for Boston University’s professional fundraising certificate program.
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Philanthropy Partners of the Cape & Islands Elects
Cynthia Cotton to Board of Directors at Annual Meeting
The Philanthropy Partners of the Cape and Islands (PPCI) is pleased to announce the addition of one new member to its volunteer Board of Directors: Cynthia Cotton, CFRE of Osterville, who was voted in during the sold out PPCI Annual Meeting, held at the Cape Codder Resort in Hyannis on Wednesday, January 29, 2020.
Cynthia “Cyndy” Cotton, CFRE, is the Executive Director of the Osterville Village Library. A Cape Cod native, Cyndy previously served as a childhood volunteer at the Osterville Village Library, a library trustee and member of the library’s capital campaign where her contributions helped achieve the desired result of a brand new 20,000 sq foot library facility in 2012. She is a graduate of Boston University Professional Fundraising Program and recently received the Paul Harris Fellow Award from Rotary International. Cyndy also serves on the board for “EforAll,” and the Greater Hyannis Chamber of Commerce.
Also during the annual meeting, the following board members were voted in as Officers: President, Sarah Tribuzio of Sandwich; Vice-President of Marketing/Membership, Christopher Ellis of Brewster; Vice-President of Education, Jennifer Cummings of Onset; Treasurer, Kathy Zagzebski of Buzzards Bay; and Secretary, Beatrice Gremlich of South Yarmouth; and Immediate Past President, Kristin O’Malley of W. Barnstable.
The board further consists of Directors: Barbara Cotton of Mashpee; Wendy Cullinan of Sandwich; Gerry Desautels, CFRE of West Yarmouth; Tammy Harper of Harwich; Douglas McDonald of Falmouth; Pauline Neves, CFRE of Mashpee; and Rosemarie Resnik of Osterville.
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The Philanthropy Partners of the Cape and Island’s
23rd annual Philanthropy Day on Cape Cod
was a huge success, Thank you!
View videos of the 2019 Distinguished Service to Philanthropy Awards
Save the date for Philanthropy Day 2020:
Tuesday, November 10, 2020
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