8:45 - onor Advised Funds (DAFs): Your $108 Billion Best Friend
10:00 - Cows and Pigs and Chickens, OH MY! (Gifts of Agricultural Assets)
Dana began her career as an estate planning attorney and then spent 13 years at a Fortune 300 Financial Services company. Today, Dana is a charitable gift planning educator, coach and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash — and teaches advisors how to grow their practice through the power of philanthropic planning. Join us to learn how to engage your donors and clients in strategic conversations that “turn wealth into what matters.”
Hear our MACGP Building Blocks Co-chair Stacey Million talk about planned giving and the Building Blocks conference. Thanks to Merrigan & Co. for this wonderful feature! M&C August Podcast REGISTER TODAY
October 11
7:30 - 9:00 AM Donor Advised Funds - Friend or Foe in Legacy Planning?
NOTE: Non-members, even if substituting for a member, may only attend one meeting per calendar year at no cost. Additional meetings will be $25.00 each.
Dana began her career as an estate planning attorney and then spent 13 years at a Fortune 300 Financial Services company. Today, Dana is a charitable gift planning educator, coach and professional speaker. She teaches fundraisers how to raise millions more by accessing wealth, not just cash — and teaches advisors how to grow their practice through the power of philanthropic planning. Join us to learn how to engage your donors and clients in strategic conversations that “turn wealth into what matters.”
