Trends and Best Practices in Charitable and Planned Giving

Date: Tuesday, October 8, 2024
Time: 11:45am - 1:00pm
Location: The Student Prince, 8 Fort Street Springfield MA
Speaker: Kylie Johnson, Director of Planned Giving Baystate Health Foundation, Katie McDonough, Esq. Partner, Corporate and Estate Planning Groups, Hinckley Allen, LLP.

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Charitable gifts matter greatly to donors and to the nonprofits who receive them and can be a powerful tool in strategic estate planning. Yet, so many best-laid plans can go awry unless attorneys, advisors, and nonprofits help their donors establish gifts that will be funded and will achieve the purpose the donor desires.

 

Join us in a discussion that will walk us through these issues and learn tangible solutions to bring impactful results to your clients, donors, and nonprofit's charitable planning efforts.

 

 

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