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Developing a Charitable Giving Strategy
March 24, 2021 @ 1:00 pm - 2:30 pm
Charitable Giving: What you need to know to develop your charitable giving strategy to maximize your impact.
Join us for a roundtable discussion of topics around charitable giving strategies for you and your business.
Just a few of the areas we will cover include:
- CARES Act Facts
- Individual and Corporate Donor-advised Funds
- Advisor-Managed Option
- Community Foundations 101
Panelists
Melissa Olszak, CFP®, CFA
Partner and Director of Planning
Richard Peck
VP of Development and Philanthropy Services
Pete Lachance, CPA, MST
Founding & Managing Partner