The Nonprofit Forum: Investing Internally to Thrive Externally

Thursday, May 9, 2024

8:00 a.m.–12:00 p.m.

Philabundance Community Kitchen 2224 N 10th Street Philadelphia, PA 19133

Free Valet Parking On-Site

Join Bernstein Private Wealth Management for a half-day program with an opening discussion on expanding your philanthropic toolkit to reach the meaningful middle, breakout sessions with professional partners to explore talent and culture to retain and recruit in today’s environment, and how to implement feasible AI without a budget, ending with a fireside chat to explore the future of nonprofit management in this next evolution of technology.

Click here to register - https://info.bernstein.com/l/546252/2024-03-30/2vhnk8

Email Evan Linhardt (evan.linhardt@bernstein.com) with any questions.

Amplifying Impact: A Toolkit for Activating Philanthropy’s Meaningful Middle

  • Philanthropy is evolving and there are now many ways to give and activate that capital. Who are the Meaningful Middle, what tools are available, and how can we leverage the latent potential and power of this philanthropic “meaningful middle” to generate additional positive change in our communities? Join this conversation with experts in the field to review specific examples of strategies and structures that are amplifying impact for Meaningful Middle donors.

Breakout #1: Culture in Today’s Environment

  • What are successful businesses and nonprofits focusing on to build and sustain a robust culture in today’s work environment? How are these implemented to effectively recruit, retain, and maintain a productive team? Join this session to learn key takeaways for your organization!

Breakout #2: Feasible AI: Implementing Now to Gain Efficiency Without Budget

  • AI is here—large language models are allowing us to complete tasks with ease, but this is all new. This session will focus on the areas we can implement AI today without having to invest budget. From resumes to e-mail, to newsletters, what are the areas we should focus on in our organizations? We will explore and model those together!

Fireside Chat: AI’s Promise—Where To from Here for Leaders

  • Building on the breakouts, we’ll talk with Trooper Sanders on how he and Benefits Data Trust are implementing AI, what he is discussing on the National AI Advisory Committee, where he sees the opportunity and pitfalls, and how we can position ourselves to be ready for what is to come.