Title: Multi-Generational Transformational Philanthropy: A Donor’s Perspective of What Matters

Presenter: Rod Zeeb

Date: April 25, 2023

Time: 1 p.m. ET
Registration closes 24 hours before each event.

Cost: $35 for members; $70 for non-members
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Webinar Description: “Transformational philanthropy” is a gift that has as profound an impact on the donor (and often their family) as it does on the organization receiving the gift. Transformational philanthropy is not a function of the size of the gift--it is a function of the passion behind the gift. A transformational gift turns a transactional donor into a philanthropist, and can transform a single transactional donor into a philanthropic, multi-generational family. The organization or fundraising professional who facilitates that desire through multi-generational planning accomplishes several important objectives:

• Fulfilling the philanthropist’s passions through support of organization(s) that enact their vision;
• Developing a philanthropic spirit in the philanthropist’s children /grandchildren;
• Strengthening and uniting the family in common cause, which helps the family to remain prosperous enough to continue their philanthropy for multiple generations; and,
• Creating multi-generational ‘gift streams’ to organizations. This session will describe the steps to creating a transformational gift, and the one vital question that philanthropic planners often fail to ask.

Speaker Bio: Rod Zeeb is the Co-Founder and CEO of The Heritage Institute, and co-developer of The Heritage Process.TM The Heritage Institute provides training in the discipline of Heritage Design, and professional certification in The Heritage Process.TM The Institute also conducts and distributes original research, offers mentoring, coaching and marketing support for professional advisors, and provides consulting services directly to individuals and families. Rod speaks nationally on issues related to The Heritage Process TM, is the co-author of the book, Beating the Midas Curse, co-author of the novel, What Matters, and author of the book, Family Stewardship. Rod graduated Summa Cum Laude from Willamette College of Law in 1986, where he was Editor-in-Chief of the Willamette Law Review.

Standard: NSGPS 16