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2018 Summit on Philanthropy for Professional Advisors
September 25, 2018 @ 11:00 am - 2:00 pmFree
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.
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.