Several donor situations will be presented, setting forth an overview of a typical donor’s assets and charitable goals; Moderators will lead open roundtable discussions 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 and is especially helpful to newer advisors and gift officers to assist them in reviewing and analyzing gift opportunities in several different situations.

Moderators:
Kathleen Wentzel, The Salvation Army
Leonard Hood, Jr, Paul Hood Services

Fee Sponsor: Beaumont Health Foundation
Location Sponsor: The Salvation Army