As a professional advisor, your clients turn to you for advice. They rely on your expertise to help them achieve their goals, one of which may be charitable giving. But how do you start that conversation? How do you recommend a charity without recommending a specific charity? What are popular giving ideas, and how can you work with the Community Foundation to assist your clients with their goals? These questions and more will be answered in a seminar, ?Successful Strategies for Charitable and Estate Planning,? hosted by the Scott County Community Foundation.
Geared towards attorneys, CPAs, ?nancial planners, brokers, insurance agents, and anyone else who advises clients or is interested in the topic is invited to attend. The free session will be held Wednesday, March 14 from noon until 3:30 p.m. at Mid-America Science Park, 821 S. Lake Road South, Scottsburg. Lunch will be held from 12-12:30 p.m. Continuing education credits are available.
Topics include talking to clients about planned giving; popular giving ideas; Scott County Community Foundation 101; law of charitable endowments; standards, cases, regulations and stories from the news about ethical issues in estate and charitable planning.
The seminar will be presented by Phil Purcell, who currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students and is currently assisting in a $200 million campaign. Formerly, he was Vice President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he assisted with completion of a $200 million campaign of which $65 million in planned gifts were raised. Phil is a certified fundraising executive (CFRE). He is an attorney and member of the American and Indiana State Bar Associations.
This informative seminar is sponsored by Mason Investment Services and Scott County Community Foundation. To reserve your spot, please confirm attendance by Monday, March 12. You may call 812-752-2057 or email info@www.scottcountyfoundation.org. For more information on the Scott County Community Foundation, please visit www.www.scottcountyfoundation.org or stop in the office at 60 N. Main St., Scottsburg.
