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Exploring the Latest Trends in Philanthropy
Wednesday, February 02, 2022, 11:30 AM - 1:00 PM EST
Category: Monthly Programs

Premier Sponsor

As the largest grant maker in the US, Fidelity Charitable has an incredible ability to analyze donor behavior. Join us to hear Kristen Robinson, COO of Fidelity Charitable, in conversation with Giselle Ferro Puigbo, Executive Director of the Brookline Community Foundation. Together they will explore current donor trends, including demographic differences between genders and generations, and how development professionals can prepare now for the future of philanthropy.

Prior to this program, we encourage you to check out the latest research from Fidelity Charitable:

Anticipated takeaways:

  • Learn about trends in donor behavior, including generational views on the meaning of and approach to philanthropy and the latest giving vehicles, such as Donor Advised Funds (DAFs)
  • Explore what these trends mean for development offices and where we can invest for long-term fundraising success

Kristen Robinson Darcy

Kristen Robinson Darcy is Chief Operating Officer at Fidelity Charitable®, an independent public charity that has helped donors support more than 278,000 nonprofit organizations with nearly $35 billion in grants.The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Ms. Robinson assumed her current position in 2018.

Ms. Robinson brings a passion for customers and innovative digital solutions to her work managing the development of donor and advisor experience, expansion, and retention strategies. She leads integrated teams in service, operations, learning & development and marketing that support and improve the donor experience for nearly 250,000 donors nationwide.

Prior to joining Fidelity Charitable, Ms. Robinson was a leader in the business transformation efforts for Personal Investing, a unit of Fidelity Investments that provides retail brokerage, managed accounts, and other financial products and services to millions of individual investors. The majority of her 10 year career at Fidelity Investments was spent as senior vice president of digital experience for Personal Investing, leading several digital innovation initiatives including the new mobile app, a digital advisor, engaging digital educational experiences for millennial and women investors, and new digital tools for over 10,000 customer facing associates.

Before joining Fidelity in 2007, Ms. Robinson held senior-level executive positions in multiple start-ups, including leading global multichannel distribution, product development, client experience / services and operations for security identity and credential bureau market disruptor Geotrust (acquired by Verisign) and as managing director for a smart card software company in Hamburg, Germany. Earlier in her career, she held several sales, operations and service leadership roles at Global Crossing.

Giselle Ferro Puigbo

Giselle Ferro Puigbo is Executive Director of the Brookline Community Foundation. Her personal mission is to connect people, ideas, organizations, and resources to build more equitable communities. In her 20-year career, she has facilitated, inspired, and mobilized more than $71 million to support organizations addressing some of the world’s most pressing challenges, like health equity and educational equity. Giselle has led development efforts at Health Leads, Teach For America, and Blue Engine. She received her BS from Georgetown University and JD from the University of Miami School of Law. She lives in Brookline, MA with her husband and two children.

Wednesday, February 2, 2022

11:30am-1pm (Virtual Zoom Program)
11:30am-12pm, Networking
12:00-1:00pm , Program
 
Registration: $20 for WID members (through Friday 1/28/22)
 
 $35 for non-members (and members who register late, after Friday, 1/28/22)
Registration for this program will close on 1/31/22.
No refunds within 7 days of program
 
Login information will be sent one day in advance of the program.
REGISTER