When:
September 26, 2024 @ 4:00 pm – 6:00 pm
2024-09-26T16:00:00-04:00
2024-09-26T18:00:00-04:00
Where:
Bay Harbor
4193 Main Street
Lodge Building- Elevation Room; Bay Harbor
MI
4193 Main Street
Lodge Building- Elevation Room; Bay Harbor
MI
Contact:
DJ Jones
September 26, 2024
From QCDs to Estate Gifts: Building Relationships with Donors and Professional Advisors That Help Elevate Current Giving and Advance Legacy Gifts
Sponsored by: Plante Moran
Presenters: Jenny Beach and Claire Hollis Forster
Join us to network and learn about how partnering with advisors can enhance your fundraising and help you increase current donations and secure legacy gifts. Learn practical tips to strengthen these important relationships and drive long-term success.
Jenny Beach, CFP®, CPWA®, Manager, Plante Moran Financial Advisors
Claire Hollis Forster, Estate Planning Attorney, Nelson Forster & Stikovich, PC
Hosts: Jennifer Yelovina, CFRE, CAP®, Sr. Dir. Gift Planning and Principal Gifts, Western Michigan University David “DJ” Jones, CAP®, Executive Director, Petoskey-Harbor Springs Area Community Foundation
** Parking is available behind the building and is no cost to attendees **