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Case Study Workshop

Tuesday, July 20, 2021
12:00 pm2:00 pm
Virtual Meeting via Zoom

Kathleen and Alan will present donor situations, setting forth an overview of a typical donor’s assets and charitable goals, and will lead an open roundtable (breakout groups) 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 and is especially helpful to newer advisors and gift officers to assist them in reviewing and analyzing gift opportunities in several different situations

Moderated by:
Alan Tolcher, Wayne State University
Kathleen Wentzel, The Salvation Army

Sponsored by: Northwestern Mutual - Eric A Cassabon, CFP, CLU, ChFC, CASL, RICP