Overview

Join Marcum LLP and BNY Mellon for part two in a series of lunch & learns designed to guide nonprofit leaders and board members through the uncharted waters that lie ahead for the nonprofit sector. 

Avery Fontaine, Head of Strategic Philanthropy, BNY Mellon Wealth Management will provide a broad overview of the current fundraising environment and lead a panel discussion of nonprofit executive leaders on the topic of fundraising in today’s challenging environment.

MODERATOR

Richard Davis-Lowell, CFP, CTFA, CEPA, Client Strategist, BNY Mellon Wealth Management 

PRESENTERS

Roger Bulosan, CPA, CFE, Partner, Nonprofit Industry Leader, Marcum LLP
David Ogburn, Senior Client Strategist, BNY Mellon Wealth Managemen
Avery Tucker Fontaine, Head of Strategic Philanthropy, BNY Mellon Wealth Management
Elizabeth Brown, President and Chief Executive Officer, Community Foundation Sonoma County
Rebecca Schuett, Chief Development Officer, San Francisco General Hospital Foundation
Denise Wang Kline, Vice President of Development, Boys & Girls Clubs of San Francisco
Casey Wynn, Director of Annual Giving, Menlo School