Pentera Webinar - Estate Planning and Planned Giving with a Social and Racial Justice Framework

Presented by:
Lorraine del Prado
Principal of del Prado Philanthropy and
Vice President of Thompson & Associates

Elena Pullen-Venema
Director of Gift Planning
Community Foundation of Snohomish County

Webinar Description:

The need to work together toward building a more just and inclusive world has gripped this nation. Individuals have expressed a desire to be part of this movement through their personal behavior, work, advocacy, volunteering, political action, and charitable contributions. There is another important way for individuals to take part in the pursuit of greater equity - they can also apply a social and racial justice framework in their estate planning and planned giving.

In this Webinar, our presenters will share some historic drivers of the racial wealth gap and will provide various ways to incorporate social and racial justice values in estate plans and planned gifts. They will provide some insights that you may find useful in your own personal planning and in preparing for conversations with supporters who are seeking to align their estate plans with the pursuit of a more just and equitable society.

About the Presenters:

Lorraine del Prado

Lorraine del Prado
Principal of del Prado Philanthropy and Vice President of Thompson & Associates
Lorraine del Prado is principal of del Prado Philanthropy and vice president of Thompson & Associates. She specializes in values-based estate-planning consulting and philanthropic planning and is a frequent speaker on topics related to philanthropy and purposeful estate plans. Lorraine has been in the field of charitable planning for more than 27 years and holds the designations of Certified Specialist in Planned Giving (CSPG), Fellow in Charitable Estate Planning (FCEP), and Certified Fundraising Executive (CFRE).

In terms of volunteer leadership, she is president of Leave 10, board member of the Seattle Philanthropic Advisors Network, and past chair of the Grant Leadership Team of the Washington Women's Foundation. In 2017 she was honored by the Washington Planned Giving Council with the Frank Minton Professional Achievement Award.

Elena Pullen-Venema

Elena Pullen-Venema
Director of Gift Planning
Community Foundation of Snohomish County
Elena Pullen-Venema has been with the Community Foundation of Snohomish County since 2013. As director of gift planning, she works closely with individuals, families, and their accountants, attorneys, and financial advisors to help build tax-friendly charitable giving options that create meaningful legacies and grow philanthropy throughout Snohomish County.

With more than 20 years of experience in the nonprofit sector, Elena also has her MBA in finance. She received her Chartered Advisor in Philanthropy (CAP©) designation from the American College of Financial Services in September 2018.

Elena is co-chair of the Advancing Leadership Committee for the Association of African American Financial Advisors. She is also former board president for the Snohomish County Estate Planning Council.

Fill out the form below to view this webinar.