Family offices play a central role in the planning, coordination, and execution of charitable giving for the ultra-high-net-worth (UHNW) families they serve. Because privacy and discretion are often foundational to the family office structure, their involvement can sometimes feel opaque to those unfamiliar with their role. For fundraisers and charitable gift planning professionals, developing a clearer understanding of how family offices function can significantly enhance engagement with both their advisors and the families they represent.
In this moderated conversation, two senior family office executives will offer an inside perspective on how their respective firms approach philanthropy and guide families through the strategic decisions necessary to achieve their charitable objectives. The discussion will define the role of a family office, explore governance frameworks, examine multi-generational dynamics, and highlight current trends in charitable planning and giving strategies within this space. This conversation aims to demystify the role of family offices in the philanthropic landscape and offer practical insight for building thoughtful relationships with these advisors and the families they support.
1 CFRE Credit Approved
Panel:
Stacey Langal, Vice President of Philanthropy, Kaulig Companies
Michael Novak, Founder, Wellspring Family Office
Moderator:
Brian Tullio, JD, LL.M., CFP®, Partner, Fairway Wealth Management LLC
Agenda:
7:45 AM - Registration/Breakfast/Networking
8:20 AM - Announcements and Introductions
8:30 AM - Program
9:30 AM - Adjourn
Cost to Attend:
Members: $45 | Non-Members: $60
Attendance PLUS Membership: $145
The goal of this day of learning is to provide both basic and in-depth exploration of planned giving resources/techniques, and to offer real-world examples of how the use of Planned Giving resources deepens the relationship between donors and the institutions they support.
Learning objectives for the day:
The day will be structured with morning sessions for fundraising professionals new to planned giving, while the afternoon will cover more advanced topics and techniques for seasoned professionals. Registrants can participate in either the morning or afternoon sessions or experience the entire day. Lunch and networking is included for all participants.
CFRE Credits Pending
Agenda:
8:30 AM - Coffee and Networking
9:00 AM - The Basics of Planned Giving
Speakers: Karen Kannenberg, CFRE, Cleveland Metroparks & Katie Collin, The Cleveland Foundation
10:00 AM - Break/Coffee
10:15 AM - Introduction of Planned Giving Vehicles
Speaker: Timothy Mann, Oberlin College and Conservatory
11:15 AM - Break
11:30 AM - Lunch/Networking
12:15 PM - Planned Giving Vehicles - More Advanced Implementation/Gifting Techniques
Speaker: Michael Walczak, B.A., M.Ed., J.D., NEO Consulting
1:15 PM - Break
1:30 PM - Estate Administration and Working with Advisors
Speakers: Malou Monago, Cleveland Institute of Art & Stacy McKinley, Cleveland Clinic Philanthropy Institute
2:30 PM - Break
2:45 PM - Putting it All Together! Panel Discussion
Moderator: Diane Strachan, CFRE, Cleveland Museum of Natural History
Panelists: Karen Kannenberg, CFRE, Cleveland Metroparks, Stacey McKinley, Cleveland Clinic Philanthropy Institute & Michael Walczak, B.A., M.Ed., J.D., NEO Consulting
Cost to Attend:
Members: $65 Half Day | $80 Full Day
Non-Members: $80 Half Day | $95 Full Day
Attendance PLUS Membership: $165 Half Day | $180 Full Day