Women Give 2018: Transmitting Generosity to Daughters and Sons

September 18, 2018
8:30 AM - 10:30 AM

Westchester Library System
570 Taxter Road, Suite 400
Elmsford, NY 10523
Venue website

Image result for intergenerational graphic

Women Give 2018: Transmitting Generosity to Daughters and Sons

Do you want to deepen your understanding about how the transmission of generosity takes place between generations? 

Join us to gain exclusive insight into how families are including multiple generations in their philanthropic giving. Janice Schoos of Wells Fargo will lead an interactive conversation about inter generational giving with research findings and video excerpts from Women Give 2018, an in-depth study that provides critical insight on how parents transmit generosity to their children and whether this differs for daughters and sons.

In a time of increasing intergenerational transfer of wealth, this knowledge is key to continuing to address the pressing challenges of today’s society.

At the workshop, you will:

  • Be among the first to learn how today's donors are including their adult children in their philanthropy — and why.
  • Discover how gender comes into play in these family discussions.
  • Hear how families are navigating past assumptions and stereotypes to make an impact with their legacy.

 

More About Our Speaker: 

Janice Schoos

Janice Schoos, Vice President, Senior Philanthropic Specialist, Wells Fargo

 

Janice Schoos is a Senior Philanthropic Specialist for the New York region of Wells Fargo Private Bank. Ms. Schoos helps families define their charitable objectives and offers strategies to achieve their goals. For nonprofit organizations, she provides advisory services as part of the bank’s integrated philanthropic offering of investment management, fiduciary administration services, compliance, and tax reporting. Ms. Schoos began her career at Chase Manhattan Bank in 1986, and as part of J.P. Morgan Private Bank, pioneered strategic philanthropic consulting for families and their foundations. She left the firm in 2005 to gain hands-on experience in the nonprofit sector. Prior to joining Wells Fargo, Ms. Schoos spent nearly four years at National Philanthropic Trust, a national donor-advised fund. She has deep knowledge of gifts of complex assets and has worked extensively with wealth managers, attorneys, and other trusted client advisors to implement philanthropic solutions. Ms. Schoos has a B.S., Business Administration, Marymount College and is a Chartered Advisor in Philanthropy (CAP®). A New York City native, she and her husband currently reside in Westchester County, NY.

Tickets

$25.00 Member Breakfast Registration

$40.00 Non-Member Breakfast Registration