The Role of the Professional Advisor in Family Wealth Planning – Perspectives in Philanthropy

June 13, 2017 @ 11:30 am – 1:00 pm
Grand Rapids Community Foundation
185 Oakes St SW
Grand Rapids, MI 49503
$25 WMPGG Member/$35 Non-member/$20 Student (w/student ID) or retired development professional
Shaun Shira



11:30 a.m. – Registration and lunch

12:00 p.m. – Welcome and introduction of panelists, Presentation, Q&A

  • Linsey Gleason, Attorney, Varnum LLP
  • Brenda Kading-Payne, Financial Advisor, Edward Jones Investments
  • Tom Prince, CPA, Hungerford Nichols CPA’s & Advisors

1:00 p.m. – Adjourn



Developing relationships with professional advisors is an important component to successful advancement offices. At the end of the day, professional advisors represent their clients and advancement professionals represent charities. Have you ever wondered how and when philanthropy comes up in conversation with professional advisors? In this discussion, we will explore how successful relationships between professional advisors and advancement professionals help donors reach their philanthropic goals through family and wealth planning.



Linsey Gleason, Partner, Varnum LLP

Linsey is a partner in the Estate Planning Practice Team. Her practice includes full-service estate plan preparation, estate and trust administration, guardianship and conservatorship services, elder law advice and special needs trusts.

Brenda Kading-Payne, Limited Partner, Edward Jones Investments

Brenda joined Edward Jones as a financial advisor in 1999 and was named a limited partner in 2009. She serves the families of West Michigan with retirement planning and income distribution, college savings, and wealth transfer. Brenda currently sits on the Wyoming Community Foundation Board, the West Michigan Edward Jones Foundation Board, and the ByronTownship Little League Board.

Tom Prince, Shareholder, Hungerford Nichols CPA’s & Advisors

Tom joined Hungerford Nichols CPA’s and Advisors in 1988 and was named shareholder in 2001. He works with a wide variety of closely-held businesses, primarily in manufacturing, construction, real estate, and distribution industries. He specializes in tax planning strategies, but also provides audit and review services to his business clients.

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