Foundation Hosts Philanthropy Breakfast

(L-R): Diane Higginbotham, Danita R. DeHaney, Lisa A. Schneider, Tandy Robinson
and Mary Katherine (MK) Morales
(Photo: Tracey Benson)

(Press Release) West Palm Beach, Fla. (April 29, 2024) – The Community Foundation for Palm Beach and Martin Counties, a not-for-profit organization that leads partnerships with donors, nonprofits and community members to solve the region’s chronic and emerging issues, hosted its latest Partnering for Good: Deep Dives for Professional Advisors series on April 16, 2024 at the Center for Philanthropy in West Palm Beach. The focus of the event was “Philanthropy for the Next Generation.”
 
The event, which was free and open to professional advisors, such as wealth managers, CPAs, estate attorneys, and other professionals who counsel to philanthropic clients, brought to together nearly 60 attendees. The featured speaker was Diane Higginbotham, Senior Consultant at 21/64, an independent 501c3 nonprofit practice providing multigenerational advising, facilitating and training for next generation engagement, especially within family philanthropy and other family enterprises. Higginbotham led a 60-minute discussion focused on engaging the next generation of donors based on research from 21/64’s Generation Impact book and survey.

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“Professional advisors bring incredible value to the table when working with intergenerational philanthropic families, and Diane is an amazing speaker with great experience as a donor advisor,” said Danita R. DeHaney, President & CEO of the Community Foundation for Palm Beach and Martin Counties. “Our Partnering for Good series continues to be a valued resource to our wide range of partner agencies, donors and organizations, and we are thrilled to offer this special event for those in the critical professional advisor space.”
 
“As the leading nonprofit on ‘giving where you live,’ we are focused on bringing more professional advisors into the Community Foundation fold,” added Lisa Schneider, who leads Gunster’s Trust & Estates practice and is Chair of the Community Foundation’s Philanthropic Advisory Council. “Our breakfast events are a value-add for the area’s professional advisors in bringing up-to-the-minute learning and information that can assist them in counselling their philanthropic clients.”   
 
Sponsors of the event included Lisa Schneider, Gunther*; Tandy Robinson, Goldman Sachs & Co.*; April Hicks, Carr, Riggs & Ingram LLC*; Lindsey Gerlock, Andersen*; Julie & Peter Cummings; John S. Lacy, Merrill; Chris Losquadro, Quantum Realty Advisors; and Doane & Doane, PA Attorneys at Law.
 
*Members of the Community Foundation Philanthropic Advisory Council who helped plan this series.