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DTSTART:20230525T160000Z
DTEND:20230525T173000Z
LOCATION:Baker Donelson, Legg Mason Building, 100 Light St 19th Floor, Baltimore, MD 21202
UID:2429020230525T160000ZChesapeake Planned Giving Council: The Role of Professional Advisors In Charitable Giving
DTSTAMP:20260425T175259Z
DESCRIPTION:\nEVENT DETAILS: https://www.chesapeakeplannedgiving.org/event-5274977\n \nPROFESSIONAL ADVISORS PROVIDE DONORS WITH KEY GUIDANCE ON PLANNED GIVING, HELPING THEM DETERMINE HOW TO STRUCTURE GIFTS OF NON-CASH ASSETS.\n \nIn 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.\n\n ** 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?\n \nThis session will be valuable for planned giving professionals as well as development directors and major gifts officers.\n\n Featured Panelists:\n Matthew Mace, Shareholder, Baker Donelson\nChristina Snyder, Partner & Wealth Advisor, Jacob William Advisory\n Rebecca Rothey, Senior Advisor, Greater Washington Community Foundation\n \nJOIN 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.\n \nCPGC Members $35 // BEPC Members $35// Maryland Nonprofit member $45// Non-Members $55\nBEPC and MANO Members: Email [CPGC here](mailto:info@chesapeakeplannedgiving.org) for your registration discount code!\n \nTO REGISTER: https://www.chesapeakeplannedgiving.org/event-5274977/Registration \n \nTHANK YOU TO OUR CHAPTER GOLD SPONSORS\n\n[](https://bcf.org/)\n\n[](https://www.pnc.com/en/corporate-and-institutional/institutional-investment-management/iam-home.html)\n \n \nTHANK YOU TO OUR CHAPTER MARKETING SPONSORS\n[](https://www.marylandnonprofits.org/)\n
SUMMARY:Chesapeake Planned Giving Council: The Role of Professional Advisors In Charitable Giving - Baltimore Estate Planning Council 
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DESCRIPTION:Reminder
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