Southern Ocean Spring Non Profit Forum
April 2 @ 10:00 AM – 12:00 PM
Learn About the South Jersey Wealth Transfer and options for Non-Profit Support with the Community Foundation of South Jersey
Non-profit and community leaders are invited to start the month with a program focused on organizational sustainability through planned giving and endowment strategy. Planned Giving helps your non-profit start or grow an endowment to weather crises while putting you in a stronger financial position for decades and generations ahead. Plus, it helps deepen existing donor relationships. The Spring Non-Profit Forum will be held Wednesday, April 2 at 10 am at Stockton Manahawkin Campus. The Southern Ocean Chamber has partnered with the Community Foundation of South Jersey to present content and discuss strategies.
The keynote will be Mr. Andy Fraizer, Executive Director of The Community Foundation of South Jersey (CFSJ). A leader in the nonprofit space, the Community Foundation envisions an eight-county region thriving where all neighbors aspire, succeed, participate, and give. CFSJ works with South Jersey philanthropists, local non-profits, and neighbors to build capital, contribute assets, and create endowments for impact. Andy will speak about the essentials of planned giving, how to get started, and the opportunity of the South Jersey wealth transfer. In Ocean County, During the five-year period 2025-2030, $12 billion in assets will be transferred from one generation to the next. While much of this wealth will be passed on to heirs, research demonstrates that generous individuals and families also give back to their communities, keeping some of that wealth in the places they call or have called home. Strategies to capture even 5% of this wealth transfer for charitable intent is an untapped resource for impact and prosperity in Ocean Co. and the South Jersey region.
For more than a decade the chamber has presented informative forums created to engage local nonprofit organizations that serve the Long Beach Island Region and Coastal communities. The event is scheduled to be held at Stockton Manahawkin Campus 712 East Bay Avenue. There is no fee to attend, but the organization representative must register with the Southern Ocean Chamber office by calling 609-494-7211 or emailing kate@sochamber.com Grant recipients for the Ocean County Culture & Heritage Commission will receive credits for attending. Light refreshments will be provided. The Non-Profit Forum is presented by Southern Ocean County Chamber of Commerce, Southern Ocean Chamber Association, Stockton University Manahawkin Campus & The Ocean County Culture & Heritage Commission.
