[Press Release] The National Conference on Philanthropic Planning Will Feature Its First Ever, Live-Theatre Style Production

Posted by National Association of Charitable Gift Planners on Aug 18, 2015 2:32:42 PM

For Immediate Release                                               Print

For more information, please contact:
Gloria Kermeen Program Manager
317.269.6274 x31 gkermeen@pppnet.org

Tuesday, August 18, 2015



Indianapolis, IN -- The Partnership for Philanthropic Planning (PPP), the leading, professional organization representing fundraisers, estate and financial planners, trust officers and other professional philanthropic planners, has partnered with Graystone Consulting, a business of Morgan Stanley, and Morgan Stanley Private Wealth Management to present a live theatre-style Shaking the Tree interactive production at its National Conference on Philanthropic Planning (NCPP) October 21-23 in Orlando, FL.

“The Big Payday”, sponsored by Morgan Stanley Private Wealth Management and Graystone Consulting, will be the first plenary session of its kind at NCPP. The show, produced by Shaking the Tree Productions, will feature a living case study where a recently liquid, mature family wrestles with expectations of inheritance and generational equity as it explores the beginnings of building a legacy through modest gifting and a family foundation.

Conference attendees will experience a more interactive case-based, theatre-approached learning style for this plenary session in lieu of the traditional speaker and podium setup.  This learning style will create an exciting play-like atmosphere boasting a unique Q&A session at the end.

“At the end of each live play, the audience is encouraged to question the actors, who reply in character, providing a realistic discussion, and an opportunity to more fully explore thoughts, motivations and interpersonal dynamics.” – Shaking the Tree Productions

The sponsoring organizations are thrilled to bring this type of programming to a conference focused on case-based learning.

“Shaking the Tree has the uncanny ability to convey powerful messages to affluent families.  Employing a theater-oriented approach, Shaking the Tree highlights the challenges that come with inherited wealth, family business succession and other issues by acting them out in front of an audience.  The philanthropic planning audience leaves with concrete examples of how to engage in more meaningful and powerful intergenerational conversations.” – Melanie Schnoll-Begun, Managing Director and Head, Morgan Stanley Philanthropy Management

NCPP is one of the largest philanthropic conferences of its kind hosted by the Indianapolis based Partnership for Philanthropic Planning. The conference brings in over 750 professionals in philanthropy and offers over 40 breakout sessions in six different education tracks.

Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC, provides a range of investment services to ultra-high net worth individuals, families and related institutions.

Graystone Consulting, a business of Morgan Stanley Smith Barney LLC, provides a complete range of investment consulting services to institutional clients, which include corporations, endowments and foundations, health care organizations, insurance entities, state and local governments, Taft-Hartley funds and family offices. Tailored investment advice is delivered by Institutional Consulting Directors, experienced investment professionals who are backed by a dedicated consulting team and the broad resources of Morgan Stanley. For further information, please visit www.morganstanley.com/graystoneconsulting.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services.  With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.  For more information about Morgan Stanley, please visit www.morganstanley.com.

Shaking The Tree is a not-for-profit organization with a unique theatre-based approach to enriching intergenerational conversations about wealth and purpose. Since 2000, their live productions have inspired meaningful insights into the challenges facing affluent families and their advisors.

@ 2015 Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.

Graystone Consulting is a business of Morgan Stanley Smith Barney LLC.                                                                                 CRC 1276164  08/15


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