1777 Des Peres Road
Networking and Continental Breakfast: 8:00-8:30 am
Presentation: 8:30-10:00 am
Working with Professional Advisors to Maximize Giving
Adam Ford, J.D., CFP
About the Presentation: Gain awareness of the Professional Advisor’s role (Financial Advisor, CPA, Attorney) in charitable giving and how philanthropy can be enhanced through careful collaboration between charities and donor’s advisor team.
This program is part of the Planned Giving Boot Camp. For more information about the other sessions, read more here.
These sessions are perfect if you are new to planned giving or if you wear multiple fundraising hats. Plan to invite your colleagues who may benefit from a greater understanding of planned giving.
Council Sponsors are invited to register up to three participants at no cost as a benefit for their support.