Chesapeake Planned Giving Council: The Role of Professional Advisors In Charitable Giving
EVENT DETAILS: https://www.chesapeakeplannedgiving.org/event-5274977
PROFESSIONAL ADVISORS PROVIDE DONORS WITH KEY GUIDANCE ON PLANNED GIVING, HELPING THEM DETERMINE HOW TO STRUCTURE GIFTS OF NON-CASH ASSETS.
In this panel discussion, we will hear from an attorney, a wealth advisor, and a Community Foundation representative who have vast experience working with clients on philanthropy.
** How do these advisors start conversations with their clients about charitable giving? ** How can your organization work with professional advisors to better serve your donors and help them achieve their giving goals? ** What does it mean to have a professional advisory board? ** How do you find a seat at the table with a donor’s professional advisors?
This session will be valuable for planned giving professionals as well as development directors and major gifts officers.
Featured Panelists:
Matthew Mace, Shareholder, Baker Donelson
Christina Snyder, Partner & Wealth Advisor, Jacob William Advisory
Rebecca Rothey, Senior Advisor, Greater Washington Community Foundation
JOIN CPGC & OUR PARTNERS THE BALTIMORE ESTATE PLANNING COUNCIL FOR LUNCH & NETWORKING BEGINNING AT 12 NOON. OUR PANEL WILL BEGIN AT 12:30 P.M. & THIS EVENT WILL PROVIDE AN OPPORTUNITY FOR COLLABORATION WITH OTHER PROFESSIONALS.
CPGC Members $35 // BEPC Members $35// Maryland Nonprofit member $45// Non-Members $55
BEPC and MANO Members: Email CPGC here for your registration discount code!
TO REGISTER: https://www.chesapeakeplannedgiving.org/event-5274977/Registration
