2018 Summit on Philanthropy for Professional Advisors

Join Pikes Peak Community Foundation and fellow professional advisors for the 2018 Summit on Philanthropy. This is an opportunity for professional advisors to learn about values-based planning, involving the next generation, and charitable tax planning for your clients.

Agenda:
10:30-11:00: Registration
11:00-11:15: Welcome and introduction from Pikes Peak Community Foundation
11:15-11:45: Considering wealth statistics and philanthropy in El Paso and Teller Counties.
–Presenter: Tatiana Bailey, Ph.D., Director of UCCS Economic Forum

11:45-12:15: A survey of charitable giving tools after 2017 Tax Reform Act.
–Presenter: Jeff Gott, CFP, Chief Operating Officer, Petra Financial Advisors

12:15-1:15: Lunch and Keynote: John Davies, CEO of Baton Rouge Area Foundation

1:15-1:45: Successful wealth transfers and a case study in family philanthropy
–Presenter: Jane Leighty Justis of the Leighty Foundation
1:45-2:00: Closing remarks

To register, please visit our event on Eventbrite (link below).

About the keynote: John Davies has served as president and CEO since June 1988. During his tenure, the Foundation has grown from $5 million to more than $574 million in assets and grants have surpassed $400 million.