Wednesday, October 13, 2021

Using the Past to Guide Your Donor’s Philanthropic Legacy

With so many important charitable causes to support, how do donors choose the charity that will receive their largest charitable gifts? As a fundraiser, how do you help donors connect to what’s most important? Stephanie Buckley and Mark Speltz, through their years of work with high net worth clients, have recognized how a family’s own history can often play a significant role in their philanthropy. In this session, learn ways to discover a donor’s most important cause and how their family history can play a role in what is most important to them and their philanthropy.

Handout 1

Handout 2

This program has been approved for 1.5 CFRE credits.

 

 

Speaker: Stephanie C. Buckley, CAP®, Philanthropic Services National Leader, Wells Fargo Private Bank / Philanthropic Services

Speaker Bio: Stephanie Buckley serves as the National Leader of Philanthropic Services within the Wealth Management division at Wells Fargo. She leads a national team of specialized philanthropic advisors who help individuals and families work toward their unique philanthropic goals. They also assist nonprofit organizations with asset management and board governance as they pursue their tax-exempt missions. She is responsible for enhancing the bank’s philanthropic offering to clients, helping her team deliver exceptional client service, and managing risk.

Prior to joining Wells Fargo, Ms. Buckley worked at Pepperdine University for over 10 years as an associate vice chancellor. There she worked with current and prospective donors to structure gifts in the most tax efficient manner, including identifying and creating estate and financial planning tools specific to each donor’s needs. She also raised major gifts, managed the law school’s board of visitors, and taught as an adjunct faculty member. Ms. Buckley has worked in philanthropy for more than 22 years.

Ms. Buckley earned a BA degree in Economics with high honors from the University of California, Santa Barbara, a JD with a specialization in business law from the University of California, Los Angeles School of Law, and an LLM in taxation with honors from Loyola Law School in Los Angeles.

Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a trustee for Heifer International Foundation, and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County. She serves on the faculty of the American Institute for Philanthropic Studies and formerly taught at UCLA Extension. Ms. Buckley is a former Division I college gymnast.

Speaker: Mark Speltz, Senior Historian & Vice President at Wells Fargo Family & Business History Center

Speaker Bio: Mark is a vice president and senior historian on the Family and Business History team within Wealth & Investment Management's Advice Center. The team is part of the Advice and Planning Center of Excellence.

He joined Wells Fargo in 2017, bringing expertise and experience in historical research, architectural history, exhibit development, and corporate history to the team.

As a member of the Family and Business History team, Mark uses historical documents and storytelling to help families of unique wealth discover, understand, and preserve their family history for the benefit of future generations. Mark enjoys helping families find commonalities and shared bonds across generations and great distances.

Prior to joining Wells Fargo, Mark was a senior historian at American Girl. His public history experience includes volunteering with local historical societies and collaborating on documentaries and exhibitions, including one at the Ellis Island Immigration Museum.

Mark earned a Bachelor of Arts in History from University of Minnesota and his Master of Arts in History with a specialization in Public History from University of Wisconsin-Milwaukee. He has authored his third book, North of Dixie: Civil Rights Photography Beyond the South, which was published by the J. Paul Getty Museum in 2016.