1234 East Broad Street
Philanthropic Mission Possible: Meeting Your Fiduciary Obligation in Today’s Challenging Environment
Political uncertainty, expectations for lower investment returns, rising volatility, and higher standards for trustees and stewards combine to make the job of a nonprofit fiduciary especially challenging today. We’ll discuss these challenges, what levers fiduciaries can pull to improve their odds of success, and why the need to foresee how decisions made today may affect a nonprofit’s impact decades into the future has never been more important.
Vincent J. Spiziri, Bernstein, Senior Managing Director
Vincent J. Spiziri is a Senior Managing Director and Head of Bernstein’s philanthropy efforts. Based in Boston, he leads the firm’s planning and advisory national practice, working with both not-for-profit organizations and their donors. Previously, he was responsible for Bernstein’s Boston, New York, Eastern and Central regions. Before that, Vince held the role of director in Bernstein’s Wealth and Investment Planning Group. Prior to joining the firm as a financial advisor in 1999, he held senior sales and marketing positions at Procter & Gamble and EMI-Capitol Music. Vince earned a BS in marketing/management from Saint Joseph’s University in Philadelphia. He has served on numerous nonprofit boards including the Procter & Gamble Alumni Foundation, the Dallas Symphony Foundation, the Rock & Roll Hall of Fame and Museum, WGBH Boston, the South Shore Conservatory and St. Francis House. Vince is also a member of the Xavier University of Louisiana Business Advisory Board.
No Charge for CGPCO Members
$35 Guests – reservations and credit card payments required by the RSVP deadline
Full-Time Students $5
(Student underwriting provided by Waller Financial Planning Group)
Buffet lunch provided