03/21/2016 – Speaker Series – The Art & Science of Successful Giving

Do you have a client who is changing the way they approach their charitable giving?

Perhaps you have a new client who has innovative ideas for their philanthropy?

The philanthropic landscape is ever-changing and individuals and families continue to struggle with how to maximize the impact of their giving. Please join our OCAiP Speakers Series on Monday, March 21, for a conversation with Nick Tedesco, Senior Philanthropic Advisor with J.P. Morgan Private Bank, to discuss the latest giving trends and explore how high net worth individuals are building an effective giving strategy.

Prior to joining J.P. Morgan, Nick Tedesco served as a Relationship Manager and Program Officer at the Bill & Melinda Gates Foundation, where he worked closely with the Giving Pledge – an effort led by Bill and Melinda Gates and Warren Buffett to encourage the world’s wealthiest individuals and families to commit the majority of their wealth to philanthropy.  Nick offers a unique perspective on “The Art & Science of Successful Giving” and identifies the innovative models new tech donors are bringing to their philanthropy—both the goals and the mechanics of giving.  Join us for an interactive conversation and dialogue around the evolving role of philanthropy in our society.

OCAiP is focused on advisors who want to become proficient in working with clients who are philanthropically inclined. Members, clients and guests are welcome.

Featured Speaker:

Nick TedescoNicholas A. Tedesco

Nicholas Tedesco serves as a Senior Philanthropic Advisor in the J.P. Morgan Philanthropy Centre. Based in San Francisco, Nicholas provides clients in the Western Region with insights and services to help meet their philanthropic goals through innovative advice, thought leadership and collaborative opportunities.

Prior to joining J.P. Morgan, Nicholas served as a Relationship Manager and Program Officer at the Bill & Melinda Gates Foundation, where he helped launch the Giving Pledge. In this role, Nicholas managed relationships with current and prospective members of the pledge, as well as their staff and advisors. He helped to connect global philanthropists with one another in effort to exchange knowledge and encourage collaboration.

Previously, Nicholas served as the Deputy Director of the Children’s Health Forum – a national nonprofit focused on the prevention and eradication of childhood diseases that disproportionately impact underserved communities. He also worked as a Client Relationship Manager at John Hancock Financial Services.

Nicholas was named to the inaugural Chronicle of Philanthropy 40 Under 40 ranking in 2016. He has been quoted in the New York Times, Wall Street Journal MarketWatch, San Francisco Business Times and other notable publications. Nicholas received a B.A. from Villanova University and resides in San Francisco.


Event Information

Monday, March 21, 2016

11:30 am – 1:15 pm
Networking and Check-in starts at 11:00 am.

The Center Club
650 Town Center Drive
Costa Mesa, CA
Parking is complimentary

Sponsor a Table with Premium Seating (8 seats): $400

Members: $35 • First-Time Attendees: $35 • Regular Guests: $85

Please register by Friday, March 11

The event is finished.