​September 28, 2023, Program                                             REGISTER HERE
12-1:30pm - WEBINAR VIA ZOOM                                                                         Must pre-register to receive link            

​Philanthropy Always Sounds Like Someone Else:
A Portrait of High Net Worth Donors of Color

Join us for an insightful session as we explore the remarkable work of Hali Lee, a visionary advocate for democratizing and diversifying the field and practice of philanthropy. In this program, we will delve into the highlights of her groundbreaking report titled "Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color."

Hali Lee has dedicated her efforts to shedding light on the experiences, perspectives, and motivations of high net worth donors from diverse backgrounds, particularly those from Black, Indigenous, and People of Color (BIPOC) communities. Her report draws upon in-depth interviews with over 150 individual BIPOC donors across the United States, providing a comprehensive understanding of their philanthropic endeavors.

During this session, Hali Lee will share key insights and findings from her extensive research, emphasizing the unique contributions and challenges faced by BIPOC donors in the philanthropic landscape. She will explore the motivations behind their giving, the impact of their philanthropy on communities, and the barriers they have encountered along the way. By amplifying the voices and experiences of BIPOC donors, Hali Lee's work aims to inspire meaningful change within the field of philanthropy.

This program offers a rare opportunity to gain valuable insights into the transformative potential of philanthropy and the role that high net worth donors of color play in shaping a more inclusive and equitable society. It will foster a dynamic and thought-provoking discussion, encouraging participants to reflect on their own practices and explore avenues for fostering diversity and democratization within the philanthropic sector.

Whether you are a nonprofit professional, an aspiring philanthropist, or simply interested in social impact, this program is designed to provide you with a fresh perspective and empower you to take action. Don't miss this chance to engage with Hali Lee's groundbreaking research and contribute to the ongoing dialogue on democratizing and diversifying philanthropy.
​
OUR PRESENTER: 
​
Hali Lee
Founding Partner, Radiant Strategies
Hali Lee is delighted to have been co-builder of a few pieces of philanthropic infrastructure.  She is founding partner of Radiant Strategies. She co-founded the Donors of Color Network, was on the co-design team for Philanthropy Together, and is the founder of the Asian Women Giving Circle.  She is lead author of Philanthropy Always Sounds Like Someone Else: A Portrait of High Net-Worth Donors of Color and is building Freedom School for Philanthropy which has piloted with Fidelity Charitable U/HNW DAF holders, the philanthropy team at the Gates Foundation, and with a cross-network group of wealthy women donors. She is writing a book on collective giving titled THE BIG WE which will be published in 2025 by Zando/ Sweet July Press. 

Hali was born in Seoul, South Korea, and grew up in Kansas City. She graduated from Princeton University, studied Buddhism at Mahidol University in Bangkok, Thailand, and received a Masters in Social Work from New York University.  Hali lives in Brooklyn, NY along with her dear husband, three college-age children, two cats and a big dog. In her free time, Hali loves to travel, read, play tennis and keep rooftop honeybees. In 2021, Hali was profiled in Forbes 50 Over 50: Impact. 

PGFGS Members: $10
​Non-Members: $20

Past Programs

Members: Log in to access past program materials for events marked with * 

2023 Programs

  • February:  Knives Out!  What You Need to Know About Trust and Estate Disputes presented by Jeff Galvin and Jake Smith, Downey Brand LLP 
  • March:  Demystifying Estate Planning - Exploring the Myths and Realities of Proper Planning presented by Rebecca A. Gardner, HMS Law Group LLP
  • May: 10 Warning Signs of Alzheimer's presented by Alexandra Castillo-Weisgerber, LCSW, Alzheimer's Association, Northern California & Northern Nevada Chapter 
  • June: Creating Donor Momentum with Sequential Marketing for Planned Gifts and Major Gifts of Assets presented by Andy Ragone, CGPP and Kimberly Jetton, Pleiades Nonprofit Advisors 
  • August: Empowering Non-Profits: Creative Strategies for Prospect Research and Planned Giving presented by Brian Casey, Carrick Davis and Becky Cuneo, UC Davis
  • September (Webinar): Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color presented by Hali Lee, Radiant Strategies
  • October:  Negotiations 2.0 presented by Professor Michael Colatrella, McGeorge School of Law 
  • December:  Annual Meeting & Holiday Mixer

2022 Programs

  • February: Family Foundations: The Next Generation with Vivian Long, Executive Director, Long Family Foundation (*)
  • March: Doing DAFs Right & Why You Should be Leveraging DAFs to Achieve Long-Term Fundraising Success with David Russo, Senior Director of Planned Giving and Corporate Relations, Catholic Charities of Santa Clara County and Lisa Barr, Regional Director at National Philanthropic Trust (*)
  • April: The Top Three Ways to Use Life Insurance in Charitable Planning with Paul M. Caspersen, CFP®, MS, AEP® (*)
  • August: Friends for Life: Stewarding Planned Gifts with Lisa M. Chmiola, M.S., CFRE (*)
  • September: Planned Giving 101 Workshop with Craig Wruck
  • October: Making a Mark: How Donors can use their replacement plans to create a charitable legacy with Monika Reyes
  • November: Annual Member Meeting with Professor Michael T. Collatrella, Jr.

2021 Programs

  • March: Understanding Trends and Building Confidence
  • April: Qualification Essentials and the Use of Probing Questions
  • May: Utilizing Transitions and Building Donor Understanding
  • June: Strengthening Your Virtual Ask
  • August: The Future for Social Justice and Philanthropy
  • September: Incorporating Planned Giving in your Year-end Giving Program
  • October:  Inside the Mind of the Planned Giving Donor: What Neuroimaging and Experimental Research Reveal About Donor Motivations
  • November: CFRE, CSPG, CAP Fundraising Certifications: What's the Difference and What's Right for Me? A panel discussion

Note: members can log in to access these and more past program materials. Need help logging in? Contact admin@pgfgsac.org.