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Ask the Experts: Best Practices in Gift Planning and Philanthropy
February 11, 2019 @ 11:30 am - 1:00 pm
This panel will provide insight on the best practices, as well as traps to avoid, in philanthropic planning, directly from three of the most accomplished gift planners and advisors in Central Texas. Their experience ranges from higher education, health care fundraising, non-profit management, trust administration, and financial planning, the panel’s expertise covers a multitude of topics. Their expertise will provide much-needed insight on potential pitfalls and helpful tips for philanthropic planning. Submit your questions in advance, and bring your pressing concerns to the table for an in-depth discussion by the experts.
PANEL: April Hampton-Perez, Cass Grange, Charley Scarborough
MODERATOR: Marcia Inger Navrátil