Knowledge necessary to be an effective community change agent

Where can my passion fit best within the nonprofit world?

Wednesday, September 12, 2018
8:30 – 10:00am
Main & Elm (150 Elm Street Redwood City, CA  94063)

With Russell Goldstein CFP®, CAP®

RSVP to Staci Calzada at (650) 367-5643 or

Session Info:

In this session you will gain an understanding of the rapidly changing landscape of philanthropy and how that fits with today’s nonprofit.  We will touch on everything from social entrepreneurship to crowdfunding, strategic philanthropy, planned giving and serving on nonprofit boards.  This is a collective action philanthropy session.  How can we be more effective with our community service and our philanthropy?  Come learn about ways to give, volunteer and how to be an effective board member.  Too often millennials are put into a box and defined as a group. In this session we will explore you as an individual change maker and help you build a deeper knowledge on how to drive change.

How and where can I learn about volunteering?  What resources can help me find effective organizations?  How do I build a philanthropic roadmap for myself?  Where do I start?  I don’t like Boards because they are mostly too old and boring?  Planned giving is for my parents...or is it?

Speaker Bio:

Russell Goldstein CFP®, CAP® is certified as a BoardSource Certified Governance Trainer and has over 18 years of experience in financial services. He is a Chartered Advisor in Philanthropy (CAP®) and a graduate of the Social Impact Strategy program at UPenn through the School for Social Policy and Practice. He also has a Masters in Sustainability Leadership from Arizona State University.   Recently, Russell was recognized as a “Nonprofit Visionary Leader” by the Sanford Institute of Philanthropy.

He is a National Board member of SeedSpot, a social entrepreneur incubator.   Russell serves as President Elect of the Arizona State University School of Sustainability Alumni Board.  He is also President Elect of the Arizona Community Foundation Professional Advisory Board.  He currently serves as Advisory Board for The Musical Instrument Museum and Scottsdale Museum of Contemporary Art as well as Humanity Chair and Advisory Board Member for Phoenix Fashion Week.  He also serves as on the Planned Giving Committee for the Phoenix Art Museum and SARRC, as well as a Committee Member of the Bank of America Charitable Foundation in Arizona.  Russell is the Past President and Advisory Board Member of Planned Giving Roundtable of Arizona. He serves on the US Trust National Council for Impact Investing.

He is a frequent presenter at national conferences focused on planned giving, philanthropy and building exceptional boards.  Most recently Russ presented at The Planned Giving Roundtable, The Sanford Institute of Philanthropy at National University and The Harold Grinspoon Life and Legacy Conference in Springfield, MA.