Center on Wealth and Philanthropy
Conference of Wealth and Giving in the Current Ecconomic Crisis


Melissa Brown, Managing Editor of Giving USA, To Introduce New Findings at Conference

Registration Information

Conference Agenda


Melissa Brown, Managing Editor of Giving USA, To Introduce New Findings at Conference

We are very pleased to announce that Melissa Brown, Managing Editor of Giving USA*, will be a part of the morning panel on June 10th. She will make the first public presentation on the findings of the annual Giving USA Report, which will be released that same morning. Melissa, John Havens and other distinguished panel members will discuss these findings as well as projections for 2009.

*Giving USA, is the seminal publication of The Giving USA Foundation, which publishes data and trends about charitable giving.

Dear Colleagues:

These are challenging times for the world of philanthropy.

In my conversations with executives and development professionals of non-profits, as well as with wealth holders, I hear people wondering: How did we get here? How will it affect giving? What are philanthropists thinking? What can we do? What are others doing? When and how will this unique situation end, or is this the new reality?

The Center on Wealth and Philanthropy in partnership with AFP has designed a two-day seminar to address these questions. I invite you to join us. Our conference, Wealth and Giving in the Current Economic Crisis, will be held on the Boston College campus and will take place on Tuesday and Wednesday, June 9th and 10th, 2009.

Over the course of two days we are offering a series of panels presenting the most current information on the state of philanthropy.

  • Knowledgeable economists will explain how we got here and what we might expect in the short and long term horizons.
  • Distinguished researchers will share the most up to date numbers on giving.
  • Thoughtful philanthropists will share their observations, insights and plans.
  • Experienced executives will discuss what they are doing to survive and thrive.
  • Veteran wealth managers will describe what they are experiencing in the current climate.
We are using this panel format to encourage dialogue among the experts and with the conference participants.

I will share with you some of my findings, experiences and beliefs on what sustains donors in this time of declining financial security. In addition, I will talk about carrying out biographical conversations with donors as a process of discernment that deepens and sustains relationships with donors.

Once again we expect an accomplished group of participants to gather at Boston College to discuss the realities and implications for fundraising strategies in these extraordinary times. I sincerely hope you can join us.

Cordially yours,

Paul Schervish

  • Registration Information
  • Due to the extraordinary times we have reduced our fees and have designed an agenda that minimizes costs to you without in any way reducing the quality of the conference's content. To save on lodging and transportation costs we have set aside a block of rooms on campus in addition to blocks of rooms at local hotels. We also scheduled the start of the conference at noon to further minimize lodging costs for those able to arrive on the morning of the 9th of June.

    Early Bird Rates (Effective until April 25, 2009)
    Member $595;
    Non-Member $995

    Regular Rates (Effective April 26, 2009)
    Member $995;
    Nonprofit $1195

    Click here for online conference registration.

    Click here for more conference information.

    Please keep in mind that if you receive this newsletter or are a member of the Boston College Community you can benefit from the "member" early bird registration rate of $595 a potential savings of over 40%. For discount, enter "02467" into AFP Member number field when registering.

  • Conference Agenda
  • Tuesday, June 9, 2009

    12:00 PM - 12:15 PM
    *Welcome to Boston College by Reverend J. Donald Monan, S.J. Chancellor of Boston College
    *Welcome to the Conference & The Top Five Issues We Are Facing

    Outlook for Global Economy and Implications for Portfolio Management
    12:15 PM - 1:00 PM
    *Jonathan P. Ashworth, Macro Strategist, Barclays London
    *Michael W. Crook, Alternative Strategist, Barclays NYC

    Networking Lunch
    1:00 PM - 1:40 PM

    Panel of Experts - Wealth Management and Philanthropy in the Current Landscape
    1:45 PM - 2:15 PM
    *Ann Sternlicht, Vice President, Eaton Vance
    *Michael Elefante, Hemenway & Barnes LLP

    Panel of Philanthropists - What Do We Do Now?
    2:20 PM - 3:20 PM

    What Sustains Donors When Financial Security Declines?
    3:20 PM - 4:15 PM
    *Paul Schervish, Director of the Center on Wealth and Philanthropy, Boson College

    Light Reception at Gasson Hall
    4:30 PM - 6:00 PM

    Wednesday, June 10, 2009

    Continental Breakfast, Networking and Registration
    8:00 AM - 8:30 AM

    Trends in Wealth and Giving in the Current Economic Crisis
    8:30 AM - 10:30 AM
    *John Havens, Senior Associate Director and Senior Research Associate at the Center on Wealth and Philanthropy, Boston College
    *Melissa S. Brown, Associate Director of Research and Managing Editor, Giving USA
    *Ann Kaplan, Voluntary Support of Education (VSE) Survey Director

    Biographical Conversations
    10:50 AM - 12:00 PM

    Networking Lunch
    12:00 PM - 1:00 PM

    Panel of Non-Profit Leaders - Running a Non- Profit in the Current Climate
    1:00 PM - 2:30 PM

    Closing Panel - What Do We Do Now?
    2:00 PM - 4:15 PM
    *Questions and Wrap-up

    Click here for more information about the conference and a more detailed agenda.


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