Location
1201 SE Indian Street
Stuart, Florida 34997
United States
Date & Time
8:30am EDT - 10:30am EDT
About This Event
Three Seats at the Table:
Building Donor Legacies Together
Session Overview
Join estate planning attorney Todd Thurlow and Northern Trust Managing Director Kelly Buist for a practical conversation about legacy planning and planned giving. Together, they’ll explore how fundraisers can recognize opportunities, collaborate effectively with a donor’s professional advisors, and help donors connect their philanthropic goals with their overall financial and estate plans.
Topics will include:
- Legacy Planning & Wealth Transfer
- Estate Planning Tools
- Planned Giving Opportunities
- From Opening Probate to Distribution
- Best Practices for Nonprofits
The session will begin with light breakfast and networking at 8:30am. The presentation will begin at 9am.
About This Event
Three Seats at the Table:
Building Donor Legacies Together
Session Overview
Join estate planning attorney Todd Thurlow and Northern Trust Managing Director Kelly Buist for a practical conversation about legacy planning and planned giving. Together, they’ll explore how fundraisers can recognize opportunities, collaborate effectively with a donor’s professional advisors, and help donors connect their philanthropic goals with their overall financial and estate plans.
Topics will include:
- Legacy Planning & Wealth Transfer
- Estate Planning Tools
- Planned Giving Opportunities
- From Opening Probate to Distribution
- Best Practices for Nonprofits
The session will begin with light breakfast and networking at 8:30am. The presentation will begin at 9am.
Getting There
Treasure Coast Hospice
1201 SE Indian Street
Stuart, Florida 34997
United States
Location
1201 SE Indian Street
Stuart, Florida 34997
United States
Date & Time
8:30am EDT - 10:30am EDT