Patrick Schmitt, Co-Founder of FreeWill
May 11, 2023 Guest Speaker
Presentation: "A Deep Dive Into Older Donors: Stewarding Gifts from the 65+ Demographic"
Patrick Schmitt is the Co-Founder of FreeWill, a social venture which has helped organizations to generate more than $8 Billion in new planned gifts, stock gifts, crypto donations, donor advised fund grants, and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country.
From 2009-2010, Patrick ran email fundraising for President Obama, where his team invented many of the existing best practices in digital fundraising. He served as Head of Innovation at Change.org, helping to grow that organization to 200 million members in just four years.
Patrick received his BS from Georgetown University and MBA from Stanford University.
Upcoming Meetings in 2023:
July 13, 2023: PUSH Comedy Workshop: "Thinking on Your Feet"
Location- PUSH Comedy, Downtown Norfolk
September 14, 2023:
Guest Speaker- Keith Curtis, The Curtis Group: "Planned Giving Trends From Giving USA Data"
Location- Wolcott Rivers Gates, Virginia Beach
November 9, 2023: Panel Discussion at Old Dominion University. Additional details to be announced at a later date.
March 9, 2023: "Current Tax Developments and Other Factors Affecting Donors and Their Charitable Giving"
Speaker: Michele A. W. McKinnon
January 12, 2023: "Are You Ready to Help Boomer Business Owners Hit their Legacy
Speaker: Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP
September 8, 2022: "A Baker's Dozen of Gift Planning Tips"
Speaker: Kenneth W. Wolfe
July 14, 2022: "Real Estate Gifts"
Speaker: M. Powell Peters, Esquire
May 12, 2022: "Developing a Volunteer Handbook for Legacy Giving - from Identification to Solicitation."
Speaker: James E. Connell FAHP, CSA
March 10, 2022: "An Estate Planning Lawyer's Perspective on Client Charitable Intent"
Speaker: Neil L. Rose, Esquire
January 13, 2022: Donor Stories in Planned Giving Marketing – To Use or Not to Use
Speaker: Claudine A. Donikian, JD, MBA, President & CEO
PAST PROGRAMS AND EVENTS
January 14, 2021: Incorporating DAF Into Your Gift Planning Programs
Speaker: Rise Flenner, PBMares, LLC
March 11, 2021: Seven Things Every Donor Wished We Knew
Speaker: Wayne Olson
Sponsor: Lisa Morgan, Wells Fargo-The Private Bank
May 13, 2021- Picking up the Planned Giving Conversation Post Pandemic
Speaker: Craig Wruck, former President, National Association of Charitable Gift Planners
July 8, 2021- How the NACGP can help you with your gift planning education and your career
Speaker: Richard Ritter, Director of Membership, National Association of Charitable Gift Planners
Sponsor: The Academy of Music
September 9, 2021 ( In Person Meeting)- The Top 10 Legacy Fundraising Strategies from Scientific Research
Virtual Speaker: Russell James, J.D., Ph.D., CFP®, Professor of Charitable Financial Planning at Texas Tech University
Sponsor: Old Dominion University
November 11, 2021 (In Person Meeting)- How a Pandemic Magnified the "why" in Planned Giving
Virtual Speaker: Nathan Stelter, President, The Stelter Group
Sponsors: Edmarc and Tidewater Jewish Foundation
Speaker: Chip Giese, PNC Institutional Asset Management
Sponsor: Kaufman & Canoles
Sponsor: Tidewater Jewish Foundation
Speaker: Rise Flenner, PBMares, LLP
Speaker: Stephan Lipskis, Attorney at Law, Poole Brook Plumlee PC
Speakers: Sharon Nelson and John Simek, Sensei Enterprises, Inc
Sponsor: Old Dominion University
Speaker: Keith Curtis, The Curtis Group
Sponsor: Hampton Roads Community Foundation
Speaker: Rebecca Watkins, North Carolina Symphony
Sponsor: The Curtis Group