Brown Bag Series 2010

BRIDGING THE GAP – CONNECTING FUNDRAISERS AND DONORS TO PROFESSIONAL ADVISORS

Program Description
A great opportunity to inquire about the roles of professional advisors in planned giving from our featured panelists.
• Learn how professional advisors including; Financial/Investment Advisors, CPA’s, Estate Attorneys, and Trust Officers get involved in the planned giving process.
• Learn when the appropriate time is for fund development professionals and donors to chat with a professional advisor.
• How to choose a suitable advisor based on your needs.
• And ask questions!

Panelists include:
• Christian J. Johnson, JD, Attorney - Buchanan & Stouffer, P.C.
• David J. Morrison, Financial Advisor - Capital Consulting
• Daniel Rich, Executive Vice President - Steele Street Bank & Trust
• Wesley N. Stark, CPA/ABV, CFE, CVA - Stark Winter Schenkein

David C. Hall will facilitate this session.

Brown Bags are free to members. There is a $25 fee to non-members.
Register Online Here 

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