Wednesday, November 16, 2022

Investing: What Should the Development Professional Know?

With a basic understanding of investing and the impact on life income gifts, development professionals can better support their donors when talking about the topic of how assets are invested. This knowledge also allows for more informed conversations with counterparts in finance and third party providers. Understanding the basics of investing and the unique characteristics of various life income gifts should help inform your investment strategy and allow you to truly understand what’s happened in the past, what’s occurring today and what might be the path moving forward.

This program has been approved for 1.5 CFRE credits.

Melissa A. Sylvester

Speaker: Melissa A. Sylvester, CFA, CAIA, AIF® is a senior planned giving investment specialist for PNC Institutional Asset Management®. She coordinates the delivery of investment solutions for Planned Giving client portfolios. Her key responsibilities include: maintaining strong relationships with clients by providing thought leadership, education and insights; managing portfolios in accordance with the client’s investment objectives and applicable state annuity regulations; providing recommendations to allocations based upon the client’s needs; and supporting the development of new business relationships. Her area of focus is investment programs designed for charitable gift annuities, charitable remainder trusts, and pooled income funds.

Prior to assuming her current position, Melissa served as an investment consultant and senior investment management analyst with Atlanta Consulting Group, a division of Raymond James and Associates. Previously, she was also a sales assistant with the firm and held the same position with Morgan Keegan.

Melissa graduated with a Bachelor of Science in business administration and finance from The University of Florida and with a Master of Business Administration from The University of West Florida. Melissa holds the Chartered Financial Analyst® (CFA), Chartered Alternative Investment Analyst (CAIA), and Accredited Investment Fiduciary® (AIF) designations. Melissa is a member of the Pittsburgh Planned Giving Council and the National Association of Charitable Gift Planners. Additionally, she serves on the Board of Directors for the Phi Sigma Sigma Foundation, currently serving as Vice President.

Full participation in this program is applicable for 1.5 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.

This presentation aligns with NACGP’s National Standards for Gift Planning.

STANDARD 11 The nonprofit has qualified staff in place to drive and support the gift planning process.

 

Benefit of Membership:

This virtual session is complimentary for members of the National Capital Gift Planning Council* and $25 for non-members. Being a member of the National Association of Charitable Gift Planners (CGP) does not qualify for complimentary registration.

If you are not a member of NCGPC and you inadvertently register as one, you will not be provided the Zoom link. If you are unsure of your membership status, please contact us — or better yet, consider joining/renewing! Your membership pays for itself if you attend only the six virtual monthly programs.

Registration closes Monday, November 14, 2022, at 5:00 pm ET.