Past Events
Past Event
General Session
Tuesday, October 4, 2022
8:30 AM — 11:00 AM
Nuts & Bolts: IRA Giving
8:30am — breakfast/registration/networking
9:00am — Ken Cole
10:00am — Danielle Kelly
Unleash the Power of IRAs for Your Cause
With $37.5 trillion in retirement funds, Americans have at their disposal assets they can use to change the world. But your donors don’t think of them as philanthropic assets. You should. Learn how recent changes in tax laws, strategies for handling retirement assets during life and after, thoughtful marketing, and the few challenges to overcome can help your organization change its corner of the world.
Our Speakers
Kenneth D. Cole
Vice President, Gift Planning
The Angeletti Group
Ken recently joined The Angeletti Group consulting agency as a specialist in planned giving after more than 16 years at Overlook Foundation in Summit, N.J. in planned giving and campaign management. Prior to that he served hospitals in New York City and Morristown, N.J. He started his planned giving career at Drew University.
During this period of uncertainty and confusion with market fluctuations, inflation, and the stressful news cycle, it is more important than ever to be smart and strategic with fundraising efforts. In this session, we will explore the most underutilized pockets of donation dollars, including the 11.8 trillion U.S. dollars of IRA assets. Join Danielle Kelly of Fidelity Charitable for an interactive presentation where you will learn:
- The best areas to fundraise in challenging market environments
- Tips for recognizing opportunities to differentiate your fundraising strategy
- 2022 giving trends from the largest grantmaker in the United States
Danielle Kelly
Charitable Planning Consultant
Fidelity Charitable
Danielle is a Charitable Planning Consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 328,000 nonprofit organizations with $51 billion in grants. The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Mrs. Kelly assumed her current role in 2022.
Mrs. Kelly serves as a premier charitable planning resource to advisors and their clients in the Tri-state area. In this role, it is her responsibility to build relationships with advisors, enhance their understanding of Fidelity Charitable’s donor-advised fund program and discuss ways to incorporate charitable giving strategies into clients’ overall financial and wealth management plans.
In addition to her previous role at Fidelity Charitable as Senior Philanthropic Planning Consultant, Mrs. Kelly was a Regional Investment Consultant with Fidelity Institutional Asset Management.
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