January 16, 2024
The Peter & Charlotte Cade Case Study: A Family Story, Cultural Competency, and Planned Giving – What Every Advisor Should Know
Presented by Aquanetta Betts, JD, CAP, AEP, CFRE
In this interactive presentation on philanthropic planning in the African American community, we’ll unpack a myriad of topics that advisors should be aware of, and discuss how to address them to assist the Cade family. The Cade family information touches on planning challenges and the need for creative thinking when it comes to addressing their legal, tax, financial, business, and charitable giving needs.
Aquanetta Betts, JD, CAP, AEP, CFRE is the Director of Planned Giving at George Mason University. Prior to joining George Mason University, she was the Senior Executive Director of Planned Giving at World Vision (Eastern U.S.). Before these roles, Aquanetta worked for more than a decade as an estate planning attorney in the District of Columbia and Maryland. She is the President of the Chesapeake Planned Giving Council, and serve on the board of the Baltimore Estate Planning Council.