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Legacy in Transition: Navigating the Great Wealth Transfer and Cultivating Giving Across Generations
Monday, May 06, 2024, 5:00 PM - 7:00 PM EDT
Category: Monthly Programs

Legacy in Transition: Navigating the Great Wealth Transfer and Cultivating Giving Across Generations

Premier Sponsor

Join Women in Development and CCS Fundraising for a presentation on the Great Wealth Transfer’s impact on philanthropy and key generational giving trends followed by a panel discussion with Boston-area philanthropy leaders on strategies for maximizing engagement across generations. 

 Anticipated takeaways,:

  • Gain further insights into the Great Wealth Transfer and its impact on the philanthropic landscape
  • Understand key giving trends across generations
  • Learn from two Boston-area philanthropy leaders about their approach to maximize giving and engagement across generations

    Audience/Target Market: Nonprofit leaders and frontline fundraisers interested in elevating their knowledge on the current generational giving landscape and gaining actionable advice for strategies to maximize giving in this time of transition.

    Presenters: Kate Villa, Managing Director, CCS Fundraising
    Carly RenshawAssistant Vice President, CCS Fundraising

    Giselle Ferro Puigbo, Chief Development Officer, United Way of Massachusetts Bay
    Jennifer Weinstock, Executive Vice President, Philanthropy, Combined Jewish Philanthropies

Monday, May 6

5-7pm (snacks and drinks provided)

Non-Profit Center, 89 South Street, Boston

Registration: $25 for WID members (through Thursday 5/2/24)
$40 for non-members (and members who register late, after Thursday, 5/2/24)

No refunds within 7 days of the program.


Kate Villa
Kate is one of two partners leading the CCS New England team. She has been helping to design, plan, and implement successful fundraising campaigns since she worked for her university’s development office while in college. She truly enjoys creating and executing campaign plans that connect donors’ passions with projects that change the world. Kate’s 25 years of experience, first as a chief development officer and now with CCS, have included: comprehensive campaign design and management, planning studies, assessments, and leading teams of staff and volunteer leadership to develop unique strategies and solutions to achieve ambitious fundraising goals. Kate is a member of the Growth Services and Talent and Culture Board Committees atCCS, the Immediate Past President of AFP Massachusetts, a former Vice-Chair of the Lake Champlain Community Sailing Center, and former President of AFP Northern New England.

Carly Renshaw
Carly brings more than a decade of strategic fundraising experience to her work with client partners at CCS. Since joining the firm in 2021, Carly has conducted a range of projects including feasibility studies, campaign management, staff and volunteer training, and fundraising assessments. Passionate about helping nonprofits fund their visions, Carly excels at developing wide-spread buy-in for compelling funding priorities, mobilizing volunteer leaders, building and quickly advancing prospect pipelines, and designing successful major gift strategies. Prior to joining CCS, Carly was the Associate Director of Development at the Commonwealth School and held prospect management and donor stewardship positions at the Boston Symphony Orchestra.Carly co-chairs CCS’s Annual Giving Working Group and is a member of WID’s Program Committee. https://www.linkedin.com/in/carly-renshaw-5a037b63/

Giselle Ferro Puigbo
Giselle Ferro Puigbo is Chief Development Officer of the United Way of Massachusetts Bay. 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 $200 million for organizations addressing some of the world’s most pressing challenges – like health equity, educational equity and economic mobility – in support of thriving communities. Prior to joining the region’s largest United Way, Giselle was the Executive Director of the Brookline Community Foundation and previously led development efforts at Health Leads, Teach For America, and Blue Engine. Giselle is a Miami native, first-generation immigrant from Colombia, and a proud first generation college graduate. She is a frequent speaker on subjects ranging from the future of philanthropy, equitable nonprofit practices, inclusion and diversity in fundraising, and community-led transformation. She sits on the boards of Women in Development of Greater Boston and Brookline for Racial Justice & Equity. Giselle received her bachelor’s degree from Georgetown University and her Juris Doctorate from the University of Miami School of Law. She lives in the Greater Boston area with her husband and three children. 

Jennifer Weinstock
Jennifer Weinstock is currently the Executive Vice President of Philanthropy at Combined Jewish Philanthropies where she oversees CJP’s more than $75M in philanthropic activity every year including a $50M annual campaign, endowment, planned giving, and all supplementary and emergency giving. Previously Jennifer was the Associate Head of School for External Relations at Gann Academy for six years where she was responsible for all annual, capital, and major gifts fundraising as well as strategy and implementation for external constituencies. Before coming to Gann, Jennifer was Strategy Manager for Growing Annual Fund Revenue at the Partnership for Excellence in Jewish Education for six years. Jennifer worked in women’s division at both the Jewish Federation of Greater Philadelphia and Combined Jewish Philanthropies in Boston. She also spent more than a decade at WGBH, Boston’s public broadcasting station, as the senior Major Gifts officer, Director of Stewardship, and Director of the Major Gifts Annual Fund.  Jennifer was a member of the pilot class of the Wexner Field Fellowship, a national fellowship for mid-career Jewish professional leaders. Jennifer is a graduate of the University of Pennsylvania, lives in Brookline, MA, with her husband Amiel, and has three young adult sons.