Washington, DC – May 20, 2025

2025 DC Nonprofit Forum: Stabilizing Your Organization Now for Future Success

Please join us for a half-day program with an opening discussion on succession planning and leadership transitions, followed by a breakout session to strategize and plan for your organization or the organizations you support. You will then “choose your own adventure” with Bernstein and industry experts between demystifying DAFs or discussing unique giving techniques. The morning will culminate with a panel conversation on community engagement and partnerships.

Event Details

Date & Time: Tuesday, May 20, 2025 | 8:00 AM – 12:00 PM ET
Location: DC Central Kitchen – Klein Center
2121 First Street SW, Washington, DC 20024

Breakfast will be served.

Links

Speakers Foundation and Institutional Advisory Site Market Outlook

Event Hosts

Jordan Forney

Principal, Wealth Advisor

READ BIO

Nina Weir

Wealth Advisor

READ BIO

Agenda
8:00 AM	Arrival, Networking & Breakfast The Hub
8:20 AM	Welcome and State of the Union Mike Curtin – CEO, DCCK Jordan Forney – Wealth Advisor, Bernstein Private Wealth Management The Hub
8:30 AM	Opening Plenary: The Only Constant is Change: Mastering Leadership Transitions Dr. Maurice Edington – President, UDC Tulaine Montgomery – CEO, New Profit Michelle Tafel – Principal, DRG Talent Moderated by Nina Weir – Wealth Advisor, Bernstein Private Wealth Management Nonprofit Leadership Transitions Deck The Hub
9:15 AM	Guided Q&A on Succession Planning with Table Captains Breakout discussion to debrief and plan on succession planning and leadership transitions for your organization The Hub
9:45 AM	Break
10:00 AM	Choose Your Own Adventures Nonprofit Breakout #1: Demystifying DAFs Clare Golla – National Managing Director, Philanthropic Services, Bernstein Private Wealth Management Fernando Gonzalez – Senior Director, National Philanthropic Trust Demystifying DAFs Deck Tips for Managing Your Charitable Giving Nonprofit Breakout #2: Beyond the Annual Appeal: Planned Giving and Non-Cash Gifts Marissa Swystun – Social Sector Specialist, Philanthropic Services, Bernstein Private Wealth Management Maya Weil – Gift Planning Specialist, Arena Stage, Mead Center for American Theater Planned Giving and Non-cash Gifts Deck
10:45 AM	Break
11:00 AM	Panel Discussion: Community Engagement and Partnerships Ja’Sent Brown – Chief Impact Officer, DC Central Kitchen Tony Francavilla – Chief Development Officer, DC Scores Lee Granados – Principal of The Granados Group, SOME & Habitat for Humanity DC-NOVA Moderated by Clare Golla – Bernstein Private Wealth Management The Hub
11:45 AM	Closing Jordan Forney and Nina Weir The Hub
12:00 PM	Forum Concludes

Location

DC Central Kitchen – Klein Center
2121 First Street SW, Washington, DC 20024

DCCK Parking and Directions

MAP DIRECTIONS