Make plans to join us on September 10th as we welcome Aaron McClung, Vice President and Senior Philanthropic Specialist at Wells Fargo, to discuss what fundraisers need to know about high net worth individuals – those with more than $5 million in assets. Our discussion will include a look at the nuances and differences between a wealth builder and a third generation wealth inheritor, a retiree from a publicly traded company and the millennial founder who went from an angel investment to an IPO.
This session has been approved for 1 hour of CFRE credit.
Aaron McClung, Vice President, Senior Philanthropic Specialist, Wells Fargo Private Bank
Aaron helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, estate planning, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. He also works extensively with nonprofit organizations, where he advises in the areas of gift planning, endowment management, board governance, and other management issues. Aaron collaborates with his clients and their other advisors to leverage their resources to maximize the impact of their philanthropic activities.
Prior to joining Wells Fargo, Aaron was the Director of Development of the University of Richmond where we managed the major gift and gift planning programs. Aaron has held a number of leadership positions in higher education fundraising, organizational development consulting, and private equity. He was the recipient of VAFRE's Rising Star Award in 2005.
Aaron holds a Bachelor’s degree in Political Science from Virginia Tech and a Masters of Business Administration from the University of Richmond. He is a Past President of the Virginia Gift Planning Council, and has served on a variety of community and non-profits boards including the Regirer Foundation, the Richmond Symphony Orchestra, Richmond Montessori School, the Virginia Tech Alumni Association, and Virginia21. His professional memberships include the Virginia Gift Planning Council and the Certified Fundraising Executive (CFRE).
- 11:30 a.m. Registration
- 12:00 p.m. Luncheon
- 12:25 p.m. Program Begins
- 1:15 p.m. Adjourn
- Regular: Orange Chicken with Lo Mein and vegetables with a spring roll..
- Vegetarian/Gluten Free: Hummus Platter.
- Dessert: Cheesecake with raspberry topping.
COST TO ATTEND
$20 for members (no additional fee for Season Pass holders), $25 for nonmembers employed by a member organization, and $30 for nonmember guests. Fees support program costs and administration. Registrations should be received by end of day September 3rd.
Contact VAFRE Administrator Mary Kidd, CMP, CAE at (804) 368-3398 or by e-mail to firstname.lastname@example.org.
Credits for a future meeting or refunds will be given if notification of cancellation is received at VAFRE’s office prior to noon on the Thursday before a regular Tuesday meeting. If cancellation is received after the Thursday before a regular Tuesday meeting, credits and refunds will be given at the discretion of the Management Company based on the number of late registrations received. In the event of illness or an emergency, credits or refunds may be granted at the discretion of the Management Company.