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Maximizing Your Clients' Philanthropy by Donating Non-Cash Assets

When: April 1, 2022 12:00 PM to 1:00 PM
Where: Virtual
Organizer: Katherine Steinvortz
Contact: Katherine Steinvortz at [email protected]
Cost: No Cost
Summary: Speaker Bryan Clontz on maximizing philanthropy by donating non-cash assets
2022-04-01 12:00:00 2022-04-01 13:00:00 America/New_York Maximizing Your Clients' Philanthropy by Donating Non-Cash Assets Speaker Bryan Clontz on maximizing philanthropy by donating non-cash assets (http://jewishmiami.org/events/maximizing_your_clients_philanthropy_by_donating_non-cash_assets) Virtual Katherine Steinvortz [email protected]
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Event Details

Description

This is the first of 4 sessions to become a Certified Legacy Advisor through the Greater Miami Jewish Federation's Professional Advisors Council.
The additional 3 sessions will take place throughout the year and will cover various strategies to use philanthropy as a benefit to clients.
The Professional Advisor Council (PAC) is a program of the Foundation established to help educate the community of financial professionals about planned giving opportunities for their clients. PAC engages professionals in the fields of Estate Planning, Accounting, Insurance and other Financial and Wealth Planning areas to support Federation’s mission by promoting philanthropy and legacy giving.
Through our Certified Legacy Advisor (CLA) program professionals can learn about the various endo.wment vehicles utilized by the Foundation, as well as earn educational credits for attending the programs. CLA professionals are listed on our website as a resource for donors when they are ready or considering a legacy gift once the program is completed. The program will consist of 4 different session throughout the year.

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Virtual

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  • 2022-04-01 12:00:00 2022-04-01 13:00:00 America/New_York Maximizing Your Clients' Philanthropy by Donating Non-Cash Assets Speaker Bryan Clontz on maximizing philanthropy by donating non-cash assets (http://jewishmiami.org/events/maximizing_your_clients_philanthropy_by_donating_non-cash_assets) VirtualPlease refer to event page Katherine Steinvortz [email protected]
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