Events

September 19, 2013    4:30-6:30PM   

For Donors, Donor Advisors and Legacy Society Members: September Philanthropy Learning Exchange #3: Working with a Philanthropic Advisor

Community Foundation is proud to invite you to the third in a series of three 2013 Philanthropy Learning Exchange events. These events are dedicated to donors, donor advisors, and members of our Legacy Society, those who have notified us of their intention to make a planned gift to support local philanthropy in Tompkins County.

 

You are generous by nature, receive many requests, you do what you can. But you wonder if there is more information that could help you. What local resources are available to assist your charitable giving which are consistent with your values?

Your Community Foundation can serve as a no fee philanthropic advisor. We will not tell you what to do but rather are expert in exploring with you how to do it. We can help you sort through all the various requests you receive and create a plan that uses your individual judgment and beliefs to achieve your personal charitable goals.

We also encourage donors’ professional advisors such as their lawyers, financial planners, wealth advisors, tax accountants, and insurance advisors to attend special midday offerings of these presentations.

The PHILANTHROPY LEARNING EXCHANGE is a series of presentations and conversations to assist you in creating and managing your personal philanthropic plan as well as to learn more about the Community Foundation.

This is a no fee, no obligation event. Representing any grant seeking organization or soliciting for any gifts, grants or businesses is expressly prohibited at this event.

Working with a Philanthropic Advisor

 

 

Rachel Sherman, Esq.

Director, Client Service

Market Street Trust Company

 

You are generously donating time, giving money, and lending your talents and influence to the people, places, and causes about which you care to seek meaningful results. You can be more strategic in the use of those tremendous gifts by involving a philanthropic advisor to guide your giving. Learn more about the broad variety of ways that the Community Foundation can serve as your philanthropic advisor in conjunction with your other advisors such as your attorney and your wealth advisor.

 

Light refreshments will be served.

 

Register for this Event

View All Events