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SUPPORT
FOR THE ART OF CHARITABLE PLANNING WORKSHOPS
Facts
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This workshop has a proven track record of
strengthening the partnership between a community’s financial planning professionals and community foundation.
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Nearly 300 financial planning professionals have attended one of 17 workshops since January 2001.
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Since instituting this workshop across Nebraska, gift expectancies to the Foundation's affiliated funds have more than
doubled in the last 18 months.
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This workshop increases your financial planning professional's overall awareness of the various gift planning tools available to help their clients make gifts to communities.
What
Attendees Have Said
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"...we
know ‘who to call’ for more details."
Doug Friedli, President, Otoe County Bank of Nebraska City
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"Helped
raise my awareness of charitable gifting vehicles and gave me
encouragement to initiate charitable gifting discussions with my
clients."
Bob Stowell, Attorney, Stowell, Kruml, Geweke & Cullers
of Ord
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"...a
wonderful job explaining something that can be quite
complicated."
Sarah Miller, Marketing Coordinator, Bruning
State Bank of Bruning
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"Allowed
me to better understand charitable giving opportunities and
options."
Mark Graff, President, McCook
National Bank of McCook
- "It will help people in
the financial planning industry become more aware of charitable
giving."
John Binger, Agent, Lutheran Brotherhood Insurance Co. of Creighton
- "It gave me new ideas
and a resource on where to go for further information."
Bev Pollack, Board Member, Keith County Foundation Fund of
Ogallala
Since
January 2001, 17 workshops have been conducted across Nebraska.
See
the Foundation Calendar to find out when and
where the next workshop will be.
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