Planned Giving Seminar
November 19, 2020
Virtual Format

 

Jointly Presented by the North Carolina Council of Charitable Gift Planners and South Carolina Planned Giving Council 
9:00 a.m. – 10:30 a.m.     A Look at Planned Giving through the Beginner’s Mind… (Beware! It’s not just for beginners)
Speaker:   Kelli Smith, CFRE
Director of Philanthropy
St. Mary’s Foundation, Grand Rapids, Michigan
National Association of Charitable Gift Planners /Board of Directors

View Kelli Smith’s presentation: Part 1, Part 2, Part 3
Download Kelli’s presentation here

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
Panelists |Read Bios Here
View panel discussion here: Part 1, Part 2, Part 3
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.       Raising major gifts of assets in the aftermath of COVID-19: New strategies for a new world
Speaker: Russell James III, Ph.D., J.D., CFP
Professor, The CH Foundation Chair of Personal Financial Planning
Texas Tech University Lubbock, Texas

View Russell James’ presentation:
Part 1, Part 2, Part 3, Part 4, Part 5
Download Russell’s presentation here

Kelli Smith, CFRE
Director of Philanthropy
St. Mary’s Foundation
Grand Rapids, Michigan

Click here for Kelli’s bio

Russell James III, Ph.D., J.D., CFP
Professor
The CH Foundation Chair of Personal Financial Planning
Texas Tech University, Lubbock, Texas

Click here for Russell’s bio