Sep

12 2017

TOP 10 Charitable Trends Every Advisor Should Know

4:00PM - 6:00PM  

Community Foundation for Greater New Haven 70 Audubon Street, New Haven
New Haven, CT

Contact lisa Stanger
lstanger@jewishnewhaven.org
http://www.newhavenjewishfoundation.org/announcements/program-for-professional-advisors-september-12

These top trends have completely changed the charitable planning landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.

Program for Professional Advisors with nationally renowned planned-giving and risk-management expert and author Bryan Clontz, Charitable Solutions LLC

Sponsor: Jewish Foundation of Greater New Haven and Community Foundation for Greater New Haven