5901 Dutchmans Ln
Nonprofit Enterprise Management: Strategic Planning for Mission Success
Henri Cancio-Fitzgerald, CTFA®, CAP®
March 4, 2020
More nonprofit organizations are reconsidering and repositioning their strategic planning to help sustain the continued success of their mission. A number of our clients and the industry at-large are taking several actions to accomplish this, including:
1. changing how non-profits look at and plan for fundraising campaigns
2. assessing the impact of mergers and acquisitions
3. a renewed focus on liquidity
4. focusing on staffing and board succession planning
We address these four topics in more detail, offering best practices and general considerations for how nonprofit organizations can use these strategies to help achieve success in their missions.
Henri is the nonprofit solutions director for PNC Institutional Asset Management. In this role, he helps direct the overall strategy in providing solutions for nonprofit clients. He oversees a team which works with clients to create programs to provide Planned Giving solutions including investment management, administration and education programs to meet their needs. He also leads PNC’s Endowment & Foundation National Practice Group which produces thought leadership and assists nonprofit clients in addressing their distinct investment, operational, distribution and capital preservation challenges. Henri has more than 14 years of experience in the financial services industry, including most recently as the director of philanthropic planning at Wells Fargo Bank, where he managed the planned giving offering and headed up the Wells Fargo donor-advised fund. He has also worked as a senior trust and fiduciary specialist and senior planned giving advisor at Wells Fargo Bank. Prior to entering the financial services industry, he taught business law as an adjunct instructor at Forsyth Technical Community College. Henri earned Bachelor of Science and Bachelor of Arts degrees in political science and business management from Emory and Henry College and a Juris Doctor degree, with an emphasis on corporate law and planning, from Wake Forest University School of Law. He has held the Certified Trust and Financial Advisor designation since 2006 and the Chartered Advisor in Philanthropy designation since 2013. He currently serves as a member of the Emory and Henry College Board of Trustees and sits on both the Investment and Business Affairs Committees. In addition, he is the president of the South Fork Panthers of American Youth Football and Cheer League.
CFRE Approved: 1 Point (Pending)
In order for CGP Kentuckiana to confirm meals and seating with the venue, cancellations must be received in writing via email by the Friday before the program to be eligible for a full refund. No refunds will be made for requests received after that time. If a registrant does not attend, an invoice will be issued ($25 Members/$35 Guests). You may always send an alternate to the program without additional charge. Thank You!