6729 Westfield Blvd.
Team-building Panel: Gift Planners and Advisors
November 7, 2019
8:00 a.m. Registration and Breakfast
8:30 – 9:30 a.m. Program
Moderator: Melanie Norton
Why come? Many charitable plans need to mesh with estate and financial plans, and they need to be understood by donors’ attorneys, accountants and financial advisors. Effective teaming of gift planners and advisors increases everyone’s comfort level and gives gifts extra staying power as plans evolve over time.
Who should attend? All fundraisers who work on planned or blended gifts and all advisors who counsel philanthropically inclined clients.
What you’ll take away: • A clearer understanding of how gifts look from the opposite side of the planning table. • Ideas for assembling and facilitating an advisory team. • An opportunity to network with advisors and fundraisers who attend this meeting.