The virtual Lunch & Learn program, hosted by the PGRT Board, is an opportunity for PGRT members and non-members to connect and watch a broadcast webinar from the National Association of Charitable Gift Planners (NACGP).
Following the webinar broadcast, attendees will have time to discuss and share their thoughts, questions and ideas with each other.
Our June Lunch & Learn event will feature a webinar by
Lisa Barr
Senior Director, Head of U.S. West at National Philanthropic Trust
and
Patrick Schmitt
Co-CEO of FreeWill
Following the webinar broadcast, attendees will have time to discuss and share their thoughts, questions and ideas with each other.
Our June Lunch & Learn event will feature a webinar by
Lisa Barr
Senior Director, Head of U.S. West at National Philanthropic Trust
and
Patrick Schmitt
Co-CEO of FreeWill
Wednesday, April 30, 2025
12:00 - 1:30 PM (Pacific Time)
via Zoom (link to be provided after registration)
CLE, CFP, CFRE, CPA and CPE credits available
Scroll down to RSVP Now!
12:00 - 1:30 PM (Pacific Time)
via Zoom (link to be provided after registration)
CLE, CFP, CFRE, CPA and CPE credits available
Scroll down to RSVP Now!
A Deep Dive Into the Latest Donor Advised Funds
A generational transfer is underway in the U.S. that is both shifting wealth and reshaping family philanthropy. More and more, families are using donor-advised funds (DAF) to manage their charitable giving. In 2022 alone, more than $85 billion was contributed to DAFs by individuals and families with charitable intent. DAFs are changing the game for advisors and nonprofit giving officers when it comes to strategic and impactful conversations about generational giving and family legacy. This session offers a deeper understanding of the trends driving DAF giving, including a first look at findings from National Philanthropic Trust’s DAF Report. Take away data-backed insights and expert tips on how to ensure your organization benefits from this sea change in philanthropy.
About the Speakers
Lisa Barr, CAP® is Senior Director, Head of U.S. West at National Philanthropic Trust (NPT). NPT is the largest independent provider of donor-advised funds, with a mission of providing philanthropic expertise to donors, foundations, and financial institutions. Based in the San Francisco Bay Area, Lisa cultivates relationships with financial advisors, providing consultative support to help clients achieve their philanthropic goals.
Prior to joining NPT, Lisa was Director of Philanthropic Entrepreneurship at Silicon Valley Community Foundation. She has also held executive director and fundraising roles at nonprofit arts organizations, and serves as the Vice President of the Board of Directors of the Northern California Planned Giving Council. Lisa earned a Master of Business Administration from Boston University Questrom School of Business and a Bachelor of Music from Vanderbilt University.
Prior to joining NPT, Lisa was Director of Philanthropic Entrepreneurship at Silicon Valley Community Foundation. She has also held executive director and fundraising roles at nonprofit arts organizations, and serves as the Vice President of the Board of Directors of the Northern California Planned Giving Council. Lisa earned a Master of Business Administration from Boston University Questrom School of Business and a Bachelor of Music from Vanderbilt University.
Patrick Schmitt is co-CEO of FreeWill, a charitable giving platform that makes it easier for nonprofit fundraising teams to unlock transformational gifts. To date, FreeWill has generated over $9 billion in new gift commitments for thousands of nonprofit organizations. Patrick hosts FreeWill’s popular webinar series, educating thousands of nonprofit fundraising professionals each month about planned and non-cash giving strategies.
Before FreeWill, Patrick was the Head of Innovation at Change.org, where he helped grow the organization to 100 million users in four years. Prior to that, he ran email marketing for President Obama and served as Campaign Director for MoveOn.org.
Before FreeWill, Patrick was the Head of Innovation at Change.org, where he helped grow the organization to 100 million users in four years. Prior to that, he ran email marketing for President Obama and served as Campaign Director for MoveOn.org.
PGRT IS PROVIDING THIS WEBINAR PROGRAM FREE TO PGRT MEMBERS; $25 FOR NON-MEMBERS.
Annual Membership in PGRT is only $125. Sign up today and get complimentary access to this PGRT program and others throughout the year.
Annual Membership in PGRT is only $125. Sign up today and get complimentary access to this PGRT program and others throughout the year.
Please RSVP below or by emailing [email protected]
Thank You to PGRT's Sponsors for helping us provide this new opportunity!
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