Charitable Gift Planners of Central Ohio – Charitable Gift Planners of Central Ohio

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12:00 pm March 3, 2021 – Developing Effec... @ Virtual

March 3, 2021 – Developing Effec... @ Virtual

Mar 3 @ 12:00 pm – 1:15 pm

Developing Effective Working Relationships with Financial Services Organizations to Obtain Distributions from Charitable Gifts Johni Hays, JD, Senior Vice President, Thompson & Associates March 3, 2021 Developing Effective Working Relationships with Financial Services Organizations to Obtain Distributions from Charitable Gifts – Many/most organizations have had challenges with financial services organizations (Schwab, Fidelity, etc.) in receiving charitable gift[...]

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