November 19, 2020 @ 9:00 am – 3:00 pm
Planned Giving Virtual Seminar
November 19, 2020
Planned Giving Seminar The North Carolina Council of Charitable Gift Planners and South Carolina Planned Giving Council present a three part planned giving seminar.
9:00 a.m. – 10:30 a.m.
Speaker: Kelli Smith, CFRE
Director of Philanthropy
St. Mary’s Foundation, Grand Rapids, Michigan
National Association of Charitable Gift Planners /Board of Directors
10:45 a.m. – 12:00 p.m.
Panel Discussion – Gift Planning from Clients Perspective
Moderator: Bill Yaeger | Senior Director of Legacy Giving | The Citadel Foundation
Anne Kelly Russell | Trusts & Estates Attorney | Womble Bond Dickinson
Anthony J. Ghoston | Retired President & COO | Dividend Assets Capital
Phyllis Silverstein | Sr. Fiduciary Manager Philanthropic Services | Wells Fargo
1:30 p.m. – 3:00 p.m.
Speaker: Russell James III, Ph.D., J.D., CFP
Professor, The CH Foundation Chair of Personal Financial Planning
Texas Tech University Lubbock, Texas