What: Upcoming Educational Meeting For Gift Planning Professionals
Who: Hosted by Charitable Gift Planners of Santa Barbara
Date: Tuesday, November 13, 2018
12 Noon – 1:30 p.m.
Harry’s Plaza Restaurant, 3013 State St., Santa Barbara
Speaker & Topic: “Planned Gift Multi-Channel Marketing to Multiple Generations” By Vincent J. Fraumeni
The Santa Barbara Council of Charitable Gift Planners invites interested professionals in estate planning, nonprofit, fundraising, wealth management, insurance, legal, senior services, and accounting fields to their November 13, 2018 educational meeting held at Harry’s Plaza Restaurant, 3013 State St., Santa Barbara from noon to 1:30 PM.
The meeting is sponsored by Camarillo-based Crescendo Interactive, Inc. which has provided gift planning and blended gifts marketing solutions for over 30 years. Crescendo products are designed, built and supported by in-house technical, legal, design, marketing and multimedia specialists.
Speaker Vince Fraumeni will talk about how to market to planned gift donors who space three different generations. Based in Los Angeles, Fraumeni is a fundraising consultant and a professional speaker. He has over 34 years of professional experience in the field of fundraising. He is a past member of the Board for the National Committee on Planning Giving and is past president of the Orange County and the Southern California Planned Giving Round Tables. He is a founding faculty member for the American Institute of Philanthropic Studies. Frumeni served as the Executive Director for the Memorial Medical Center Foundation in Anaheim.
He also developed planned giving programs at Children’s Hospital in Los Angeles and Chapman University. He was Director of Development for Planned and Capital Campaign Gifts at the House Ear Institute in Los Angeles and began his career as Director of Planned Giving at Whittier College. He spends much of his spare time as a community volunteer, including the Boys Scouts. He is most proud of his Eagle Scout award. He earned a B.A. in Political Science, Speech, and Anthropology and a Master’s in Education from Whittier College.
Cost is $35 members/$45 non-members. Reservations can be made on-line at www.sbgiftplanners.org/calendar. For more information phone Chapter President Rochelle Rose at rrose@sbnature2.org or 805-682-4711 ext. 179.