A MG/PG Collaborative Roadmap: Closing Transformational Gifts

With the Great Wealth Transfer ($80 trillion+) and our aging population, the impactful paradigm for transformational donations incorporates Blended Gifts, Alternative Assets, and Estate Planning for current and future support. Samuel B. Young will share strategic donor stories, perspectives, and effective action steps to illustrate how to maximize your financial resource development ROI. You will leave with a roadmap of realistic approaches to execute immediately.

Learning objectives:

1. Understand how one unified team can achieve big results through alternative assets

2. Understand what actions are needed to develop the strong internal relationships

3. Understand the steps they can take to implement a joint major gifts/planned giving initiative

Speaker Bio: Samuel Young began his career practicing law in Texas and New York before transitioning to nonprofits after delivering medical supplies to the Middle East during the Gulf War. He has served as Managing Director of Planned Giving and Strategic Advisor for Compassion & Choices, Executive Director of the Jewish Community Foundation of MetroWest NJ, and held senior development roles at several institutions. Samuel holds a JD, MSW, and dual bachelor’s degrees in Journalism and Communications.