35 events found.
Calendar of Events
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1 event,
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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
1 event,
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Gift Planning: Accelerating the Traditional Bequest
Gift Planning: Accelerating the Traditional Bequest
As more people live into their 80’s and 90’s, this presentation shares creative ways that common Estate gifts can be accelerated. Some examples include virtual endowments, blended gifts, and term of years CRTs.
Joe Chickey
Managing Consultant
Sharpe Group