Jim Rivera, Chief Philanthropic Counsel at Ventura County Community Foundation, and Bill McMorran, Senior Partner with Green Oak Consulting Group, will share insights into how the needs of donors can be met through planned giving. They will show how Charitable Gift Annuities, Charitable Remainder Trusts, and other gift planning vehicles can enhance financial planning conversations with donors. This session will benefit non-profit professionals as well as philanthropic and financial advisors.
Following the presentation in Weinman Hall, there will be an al fresco happy hour for attendees on the beautiful Lind Patio, all located on the enchanting campus of the Music Academy.
3:30-4:30 p.m. Program
4:30-5:30 p.m. Mixer
Members $35 – Non-members $45 – Virtual (Zoom) $15
Register here: https://sbgiftplanners.org/event/september-13-2022-how-to-meet-donors-needs-through-planned-giving/?instance_id=145
This event is sponsored by Green Oak Consulting.