Press Release – New Models in Philanthropy Event

November 20th, 2017

Neumann University Center for Leadership to Host “New Models in Philanthropy” Event”

Legal and philanthropic leaders will present on new trends in funding and philanthropy in supporting an organization’s mission

ASTON, PA—On Wednesday, December 6, the Neumann University Center for Leadership and Communications will host an informative panel event entitled: “New Models in Philanthropy: Recent Trends in Trusts, Charitable & Online Giving.” The event will take place in the John J. Mullen Communications Center within the Bruder Life Center on Neumann University’s campus from 10:00 a.m. – 1:00 p.m.

The event will consist of a panel of professionals in legal and philanthropic fields presenting their expert insights on recent trends in trusts, charitable and online giving. Scheduled panelists for this event include Patrick Morgan, Philadelphia Program Director of the John S. and James L. Knight Foundation, Frances M. Sheehan, President of Crozer-Keystone Community Foundation, Richard L. Fox, Esq. shareholder at Buchanan Ingersoll & Rooney PC, and Joshua D. Headley, Esq. associate at Buchanan Ingersoll & Rooney PC.

Attendees can expect to gain a better understanding of recent trends in trusts, charitable and online giving, grants and funding, and EITC. These insights can be used by professionals who work in many organizational capacities such as development, finance, human resources, and leadership. In addition, participants will learn about how funding and philanthropy can support their organization’s mission, vision, values, and objectives.

Following the panelists’ individual presentations, a Q&A panel will be held.

The program is free and open to the public.  Register Online at: http://neumannpublicsafety.com/course/new-models-in-philanthropy-recent-trends-in-trusts-charitable-giving-online-giving-grants-funding-eitc/

Event Panelists

  • Patrick Morgan, Program Director, Knight Foundation

Patrick Morgan is the Philadelphia based Program Director for the John S. and James L. Knight Foundation. He leads Knight’s investment strategy in Philadelphia, working to find and invest in opportunities that build on the city’s vibrancy. Currently, Morgan is collaborating with local and national partners to advance an initiative in Philadelphia called Reimagining the Civic Commons. Prior to joining Knight, Morgan held leadership positions in Mayor Michael A. Nutter’s administration including Chief of Staff to the Deputy Mayor for Environmental & Community Resources and Assistant Managing Director. A Philadelphia-area native, Morgan earned a Bachelor of Science from the University of Scranton and earned a Master of Public Administration and a Master of Science in Education from the University of Pennsylvania. He also serves as an adjunct professor at Villanova University and has completed coursework as part of the Brookings Institution’s Executive Education program in Washington, D.C.

  • Frances M. Sheehan, President, Crozer-Keystone Community Foundation

Frances M. Sheehan is the first President of Delaware County’s largest philanthropy, the new Crozer-Keystone Community Foundation (CKCF). She previously served as the founding President and CEO of the Brandywine Health Foundation in Coatesville, Chester County for 15 years. Prior to her work at the Brandywine Health Foundation, Ms. Sheehan ran Planned Parenthood of Chester County, and has served on a variety of boards of directors including the Chester County Chamber of Business & Industry and as president of the Philanthropy Network of Greater Philadelphia. She is currently on the board of directors of Public Citizens for Children and Youth (PCCY) and is a new member of the Rotary Club of Media.  A resident of Swarthmore for 27 years, Ms. Sheehan is the previous President of Congregation Ohev Shalom in Wallingford.

  • Richard L. Fox, Esq., Shareholder, Buchanan Ingersoll & Rooney PC

Richard L. Fox, Esq. is a shareholder of the law firm of Buchanan Ingersoll & Rooney PC. He concentrates his practice in charitable giving, private foundations, tax-exempt organizations, estate planning, trusts and estates, and family planning. Mr. Fox is the author of the treatise, Charitable Giving; Taxation, Planning and Strategies, writes a national quarterly bulletin on charitable giving, and writes and speaks frequently on issues pertaining to nonprofit organizations, estate planning and philanthropy. He is a Fellow of the American College of Trust and Estate Counsel. He is also a member of the American College Chartered Advisor in Philanthropy Board of Advisors. Mr. Fox, who holds an LL.M. degree in taxation from New York University School of Law, is a frequent contributor to the Estate Planning Journal the Journal of Taxation. He was has been named by Worth Magazine as one of the Top 100 Attorneys in the country representing affluent families and individuals, including in the areas of estate planning, private foundations and philanthropy, as well as a Pennsylvania Super Lawyer in these areas.

  • Joshua D. Headley, Esq., Associate, Buchanan Ingersoll & Rooney PC

Joshua D. Headley, Esq. is an associate in the Washington, DC office of the law firm of Buchanan Ingersoll & Rooney PC.  He concentrates his practice in the areas of tax, wealth and succession planning and non-profit organizations.  Josh also regularly works with fiduciaries on estate and trust administration matters.  On the nonprofit side, Josh works closely with donors and exempt organizations in structuring planned giving vehicles to achieve both charitable and tax planning objectives.

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