March 2, 2023 Philanthropy Forum: Power Sharing in Philanthropy with Janell Johnson

In this presentation held on Wednesday, March 2, 2023, Janell Johnson shared information about how donors are interested in partnering with their professional advisors with their charitable giving. Janell offered tools to help inform and facilitate these discussions with an emphasis on bringing more of the tenants of trust-based philanthropy into this work.

The event recording can be found here, and the webinar materials can be found here. 

How to get continuing education (CE) credit: If you did not already provide your professional information during registration for Continuing Education credit, please email giftplanning@oregoncf.org before Tuesday, March 21, 2023, and provide your name, preferred email address, profession, and your identification number, if appropriate to your profession.

Janell Johnson is a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and Certified 21/64 Advisor in multi-generational family philanthropy. As an advisor with Phīla Engaged Giving, she stewards this knowledge to help donors define their philanthropic values, set clear intentions for engaging with loved ones and beneficiaries, and design legacy plans that align with their broader philanthropic goals. 

Register for the remaining three CE events for 2023 at oregoncf.org/forums. 

• May 11: Flexible Beneficiary Trusts with Jonathan G. Blattmachr 
• September 5: Problem Solving with Deferred Charitable Gift Annuities with David Wheeler Newman 
• November 9: Family Matters: How Business-Owning Families Can work Together for a Unified Future with Claudia Sangster 

Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.

Thank you to our event sponsor for all 2023 Philanthropy Forums: