Charity Begins at Home: Family Philanthropic Conversations with Clients
Includes a Live Event on 05/11/2021 at 12:00 PM (MDT)
Join us on May 11th for a panel discussion on Family Philanthropy. American Heart Association’s panel of experts will discuss why advisors should introduce family philanthropy to their clients, explore the design and implementation of philanthropic solutions and charitable tools to accomplish this goal as well as dynamic multigenerational meetings and conversations. Presentation will conclude by addressing common pitfalls when counseling families to make for a smooth probate process! Bring your questions for our Q&A!
- Demonstrate how to discuss, structure, and execute philanthropic conversations with clients and their families
- Talk to their clients about the qualities associated with successful wealth transition and how these can be cultivated through family philanthropy
- Effectively guide their clients on how to intentionally implement philanthropic vehicles not only to further social good but also to promote responsible wealth stewardship and family cohesion
- Avoid common estate planning mistakes with clients and their families
Lorraine del Prado, CSPG, CFRE, FCEP
American Heart Association, Learning Consultant, Principal, del Prado Philanthropy and Vice President, Thompson & Associates
Lorraine del Prado is principal of del Prado Philanthropy and Vice President of Thompson & Associates. She specializes in values-based estate planning consulting and philanthropic planning and is a frequent speaker on topics related to philanthropy and purposeful estate plans. She also assists nonprofits in elevating their relationship-building, fundraising and board development efforts. She has consulted with nonprofits nationally and has led operations that raised hundreds of millions of dollars for various causes.
Prior to her consulting practice, her previous positions include serving as Vice President at Seattle Children’s Hospital Foundation, President at Children’s Hospital & Research Center Foundation at Oakland, a fundraiser at the University of California, Berkeley and Sr. Account Executive at New Boston Group.
Lorraine has been in the field of charitable planning for more than 27 years and holds the designations of Certified Specialist in Planned Giving (CSPG), Fellow in Charitable Estate Planning (FCEP) and Certified Fundraising Executive (CFRE). She earned a bachelor’s degree in Humanities, cum laude, from the University of the Philippines and a master’s degree in English Literature from Boston University.
In terms of volunteer leadership, Lorraine is President of Leave 10, Board Member of the Seattle Philanthropic Advisors Network, Past Chair of the Grant Leadership Team of the Washington Women’s Foundation and Associate Dean for Planned Giving at the Association of Healthcare Philanthropy’s Madison Institute. She is also a member of the Purposeful Planning Institute, the Washington Planned Giving Council and the Estate Planning Council of Seattle. In 2017, she was honored by the Washington Planned Giving Council with the Frank Minton Professional Achievement Award.
Senior Vice President of Charitable Estate Planning
American Heart Association
John Hayes is senior vice president of Charitable Estate Planning for the American Heart Association — an organization passionately committed to its mission to be a relentless force for a world of longer, healthier lives.
In his role, John leads the association’s nationwide efforts to obtain charitable contributions of non-cash assets and deferred charitable estate donations. John’s specialties include gifts funded with cash, equities, life insurance, or property through vehicles such as bequests, charitable gift annuities, beneficiary designations and charitable trusts.
John has championed the AHA’s mission for more than 16 years. Under his leadership, the AHA has:
• Established the American Heart Association Professional Advisor Network, which includes more than 13,000 professionals: including attorneys, financial advisors and wealth managers.
• Created the American Heart Association Donor Advised Fund Program, which provides mission-aligned investing for donors with the AHA Tobacco-Free investment program.
• Expanded the types of non-cash assets accepted for charitable giving — providing our donors with more creative ways to give, including an innovative system that makes it easier for them to make real estate gifts.
Andrew Fussner, Esq.
Vice President, Estate Settlement
American Heart Association
Andrew Fussner currently serves as the national Vice President of Estate Settlement for the American Heart Association and oversees the administration of $75 to $100 million in bequest assets annually for the organization. He is based in St. Petersburg, Florida. Before assuming his current position, he served as the Vice President of Planned Giving for the AHA’s Florida Affiliate and as the AHA’s Director of Planned Giving for the west coast of Florida. Prior to joining the AHA, Mr. Fussner was an attorney with the Tampa office of the national law firm of Foley & Lardner. He specialized in estate planning, probate/trust administration and tax law. He holds his law degree from the University of Florida where he was a member of the Florida Law Review. He also obtained a B.S. in Accounting and a B.A. in Political Science from the University of Florida and has been named to UF’s Hall of Fame. In his spare time, he is an avid runner, hiker, non-fiction reader and can often be found at “The Swamp” rooting for his beloved Florida Gators.
Lauren Iwema, CAP®
Senior Advisor, Charitable Estate Planning
American Heart Association
Lauren Iwema works with professional advisors throughout the Midwest to develop personalized solutions for their clients’ tax and charitable-planning needs. Genuinely focused on fulfilling client intent, she navigates the puzzle of gift vehicles and funding assets while proudly representing the lifesaving mission of the American Heart Association.
Lauren received the Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services and her bachelor’s degree in Social Work from the University of Illinois–Champaign. She lives in suburban Chicago with her husband of thirty years and German Shepherd, Zen. Free time is spent working out, exploring the great outdoors and caring for Zen’s yard.