December 4, 2019 – Monthly Lunch Program

“How Estate Planners and Financial Advisors Talk to Clients About Charitable Giving”

December 4, 2019

How, when and why do a prospective donor’s legal, accountant and financial representatives bring up charitable giving? Come with questions to ask our panel as to what a charity can expect (and should not expect) a donor’s financial and estate team to do when it comes to charitable giving assistance. How can a charity make it easier to work with a donor’s financial and estate team?

Panelists:
Edward Segelken, Partner, Porter Wright Morris & Arthur LLP
Beatrice Wolper, President, Emens Wolper Jacobs & Jasin Law Firm
Kimberly K. Penzone, CFP®, CRPC®, CAP® Account Vice President – Wealth Management, Financial Advisor
Darci Congrove , Managing Director, GBQ Partners LLC
C. Kyle Ryan, Vice President / Client Consultant , Manning & Napier