7 Options in Family Philanthropy

Kathryn Miree, Founder and President of Kathryn W. Miree & Associates

Tuesday, May 7
3:00 – 6:30 p.m.
Bubolz Nature Preserve
4815 N. Lynndale Drive, Appleton
Free Program
3:00 Registration | 3:30 Presentation | 5:00 Networking

Kathryn Miree is a nationally recognized speaker and author on nonprofit gift planning and administration. Topics include:

•   What do you offer clients interested in creating a structure for multi-generational family philanthropy and transforming their values into effective giving that makes a lasting impact?

•   Learn to sort through the charitable options following the changes in private foundations, supporting organizations and donor advised funds under the Pension Protection Act of 2006.

•   Hear the latest research detailing what clients expect from advisors and learn more about how to integrate the giving conversation in the financial and estate planning process.

Register by April 30 below, or by calling 920-830-1290.

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Tuesday May 07
3:00 PM - 6:00 PM
Professional Advisor Event - Kathryn Miree presentation
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Event registration summary
Professional Advisor Event 2019:
Complimentary
0
Free
Donation:
$0.00
Total:
$
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