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Case Study Workshop

Tuesday, September 17, 2019
12:00 pm2:00 pm
The Detroit Zoo, Ford Education Center - 2nd Floor, 8450 W 10 Mile Road, Royal Oak

Alan Tolcher, Dev & Alumni Affairs, School of Medicine - Wayne State University
Kathleen Wentzel, Planned Giving Specialist, The Salvation Army

Our moderators will present donor situations, setting forth an overview of a typical donor's assets and charitable goals, and will lead an open round table discussion 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 taking effect at death. This program is very valuable for all fundraisers and advisors; it is especially helpful to newer advisors and gift officers to assist them in reviewing and analyzing gift opportunities in different situations.

Program Sponsor: Henry Ford Health System

Location Sponsor: The Detroit Zoo