Case Study Workshop
Christopher L. Belcher, CFP, Consultant
Kathleen Wentzel, The Salvation Army
Our moderators will present several donor situations, setting forth an overview of a typical donor's assets and charitable goals, and will lead an open roundtable disucsion as to possible charitable giving ideas and opportunities that could be of interest to the donor. Potential charitable approaches will include both lifetime giving opportunities as well as charitable plans that taking effect at death.
Who should attend? This program is very valuable for all fundraisers and advisors and is especially helpful to newer advisors and gift officers to assist them in reviewing and analyzing gift opportunities in several different situations.
Program Sponsor: Community Foundation for Southeast Michigan
Location Sponsor: The Salvation Army