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2018 August Masters Event: Nonprofit Enterprise Management: Strategic Planning For Mission Success
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You may have heard the old adage that Nonprofit is a Tax Status, not a Business Model. For some time now, nonprofit organizations have drawn talent and ideas from the private sector in order to improve mission sustainability and expansion. This presentation will discuss the evolution of the nonprofit enterprise, managing for long-term mission sustainability, and implementing business strategies to create a competitive advantage in the nonprofit market place.

When: Thursday, August 16, 2018
4:00 PM
Where: Community Foundation for Greater Atlanta
191 Peachtree St NE Suite
Atlanta, Georgia  30303
United States
Contact: Lynette Rickman

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August Masters Event Schedule
Thursday, August 16, 2018

4:00 pm - 5:00 pm:  Check-in & hors d’oeurves

5:00 pm - 6:00 pm:  Presentation

6:00 pm - 7:00 pm:  Networking & Reception




Henri L. Cancio-Fitzgerald, CTFA, CAP
Nonprofit Solutions Director

PNC Institutional Advisory Solutions

Henri is the Director for Nonprofit Solutions for PNC Institutional Advisory Solutions. In this role, he helps direct the overall strategy in providing solutions for nonprofit clients. He oversees the team which works with clients to create programs to provide Planned Giving solutions including investment management, administration and education programs to meet their needs. He also leads PNC’s Endowment & Foundation National Practice Group which produces thought leadership and assists nonprofit clients in addressing their distinct investment, operational, distribution and capital preservation challenges.

Henri has more than 15 years of experience in the financial services industry, including most recently as the Director of Philanthropic Planning at Wells Fargo Bank, where he managed the planned giving offering and headed up the Wells Fargo donor-advised fund. He has also worked as a Senior Trust and Fiduciary Specialist and Senior Planned Giving Advisor at Wells Fargo Bank. Prior to entering the financial services industry, he taught business law as an adjunct instructor at Forsyth Technical Community College.

Henri earned B.S. and B.A. degrees in political science and business management from Emory and Henry College and a J.D. degree, with an emphasis on corporate law and planning, from Wake Forest University School of Law.  He is a member of the North Carolina State Bar and has held the Certified Trust and Financial Advisor (CTFA) designation since 2006 and the Chartered Advisor in Philanthropy (CAP) designation since 2013. He currently serves as a member of the Emory and Henry College Board of Trustees and sits on both the Investment and Business Affairs Committees. In addition, he is the president of the South Fork Panthers of American Youth Football and Cheer League.