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FPA NexGen - East Bay Networking & Practical Training on Philanthropy

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The Conference Center at East Bay Community Foundation

353 Frank H. Ogawa Plaza

Oakland, CA 94612

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Is Philanthropy Taboo? East Bay Networking and Practical Training for Having Charitable Conversations with Clients

Clients often express a strong desire to improve or increase their charitable giving, and look to their financial planners and professional advisors to help guide them. Research has also shown that clients are more satisfied with their advisors who help guide clients on their philanthropic planning. In fact, close to one-third of High Net Worth individuals surveyed would more likely choose to work with an advisor who is better informed on the methods available to donate that are most suitable for their clients, according to one study by U.S. Trust.

In this FPA of SF NexGen and East Bay Community Foundation co-sponsored networking event, guest speakers, Nicole Kyauk & Christine Lim will offer guided tips on how professional advisors can better inform their clients about their philanthropic options. They will share real-life examples of how community foundations can help clients reap the benefits of having an organized charitable gift strategy

THIS EVENT IS OPEN TO ALL PROFESSIONAL ADVISORS, RSVP IS REQUIRED.

SPEAKER BIOS:

Nicole Kyauk, MPA, CAP

Senior Development Officer at East Bay Community Foundation

Nicole Kyauk advises donors in their philanthropy, connecting their values with their philanthropic goals. She has expertise in family philanthropy and effective grantmaking strategies. She manages a portfolio of donors, facilitates multi-generational engagement and is committed to inspiring individuals on their philanthropic journey. She joined the foundation in January 2008 after working at local and national nonprofits and in the education sector supporting teacher training.

She holds B.A degrees in Communication and Sociology – Organizational Studies from University of California, Davis and an M.A in Public Administration with an emphasis in Public Management from California State University, East Bay. She is a Chartered Advisor in Philanthropy® and a Certified 21/64 trainer. She currently serves on the Executive Committee of Advisors in Philanthropy – San Francisco Bay Area, and was appointed to the Cultural Funding Program Funding Advisory Committee for the City of Oakland in 2017.

Christine Lim, MBA

Senior Development Officer at East Bay Community Foundation

Christine Lim brings over 16 years of senior investment management experience and a breath of knowledge and expertise from the financial sector. As part of the East Bay Community Foundation’s external fundraising team, spearheads the Foundation’s professional advisor engagement strategy as well as builds and strengthens relationships with existing and prospective donors. Most recently, Christine worked at RGP in Client Services as well as Charles Schwab as Vice President of Financial Consulting and Client Services, where she received recognition for assistance in the development of financial coaching program for the San Francisco Homeless Prenatal Center Program, Motif Investing, and TIAA in San Francisco.

Christine holds a Master of Business Administration from Xavier University in Cincinnati, Ohio and a Bachelor of Science degree in Economics from Vanderbilt University in Nashville, Tennessee. She has also completed coursework for UC Berkeley Extension's Professional Sequence in Personal Financial Planning. As a senior investment professional dedicated to helping the underserved achieve their financial goals, she has served her local community by assisting on the board of San Francisco Adoptee Mentor Program, serving as Volunteer Financial Coach at the San Francisco Homeless Prenatal Center Program, and participating in the San Francisco Aids Marathon Training Program.

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Date and Time

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The Conference Center at East Bay Community Foundation

353 Frank H. Ogawa Plaza

Oakland, CA 94612

View Map

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