Calendar of Events
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1 event,
Don’t be afraid of the advisors. Here is how to turn an unknown into an advocate.
Don’t be afraid of the advisors. Here is how to turn an unknown into an advocate.
Get on the same page with your donor’s financial advisors and get better results. Cass Grange has played both roles. She will share her insights into how financial advisors think and how they are compensated. She will also speak about the motivations and objections of the attorneys and the CPAs. With experience in college fundraising and 21 years as a financial advisor, Cass can give tips and insight into working with all the advisors on your donor’s team.
Speaker:
Cass Grange, Sr. Advisor Associate, Lucien, Stirling & Gray
1 event,
Minding the Shop: Creative Planned Giving Strategies for Business Owners
Minding the Shop: Creative Planned Giving Strategies for Business Owners
*** This is the rescheduled meeting from August. The event will now take place on October 30th.
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The presentation is based on several actual case studies that involved successful planned gift arrangements for various small business owners. The presentation is accompanied by a white paper/outline with citations.
Joe Hancock, JD, MBA
VP and General Counsel
HighGround Advisors