March 1, 2017 Monthly Lunch Program – Fund Management: Practical Tips for Preparing Better Fund Agreements and Managing Existing Funds

When:
March 1, 2017 @ 12:00 pm – 1:30 pm
2017-03-01T12:00:00-05:00
2017-03-01T13:30:00-05:00
Where:
The Columbus Foundation
1234 East Broad Street
Contact:
CGPCO/COPGC
614-565-5159

Monthly Education Program Announcement

Wednesday, March 1, 2017

Noon-1:15 Lunch and Program

 

Fund Management:  Practical Tips for Preparing Better Fund Agreements and Managing Existing Funds

Presenter*: Amie Vanover, Partner, Thompson Hine

 

This session will help you understand your organization’s fund agreements and provide ideas for updating the agreements and policies governing your organization’s funds.

Location

The Columbus Foundation

 1234 East Broad Street

Davis Hall

No Charge for CGPCP/COPGC Members

$35 Guests

Full-Time Students $5

(Student underwriting provided by Waller Financial Planning Group)

Buffet lunch provided

 

For guests, payments need to be made at the event.

CGPCO/COPGC accepts checks (payable to COPGC) and cash.  No credit cards.

 

RSVP Deadline is Noon; Friday, February 24, 2017

To RSVP, you may either reply to this email at copgc@cs.com

or call our chapter admin at 614-565-5159

 

*Presenter Bio:

Amie Vanover is a partner at the Thompson Hine law firm.  She focuses her practice on estate and tax planning, including philanthropic planning, estate and trust administration and organizing and advising tax-exempt organizations.

Amie has received her Estate Planning Certification from the Institute of Continuing Legal Education and the Probate & Estate Planning Section of the State Bar of Michigan. The certification demonstrates her in-depth study of estate planning and administration including: estate tax returns, post-death tax plans, trusts, contested proceedings, and other areas.

Amie is a graduate of Capital University and The Ohio State Moritz College of Law.  She is admitted to practice law in both Michigan and Ohio.

Registration questions: Email copgc@cs.com

 

 

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