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2018 Summit on Philanthropy for Professional Advisors

September 25, 2018 @ 11:00 am - 2:00 pm

Free

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.

Details

Date:
September 25, 2018
Time:
11:00 am - 2:00 pm
Cost:
Free
Event Categories:
,
Website:
https://www.eventbrite.com/e/summit-on-philanthropy-for-professional-advisors-tickets-48039363028

Organizer

Shelby Bobst
Phone:
719-445-0601
Email:
events@ppcf.org

Venue

The Pinery at the Hill
775 W Bijou Street
Colorado Springs, CO 80905 United States
+ Google Map
Phone:
719-634-7772
Website:
http://www.thepinery.com/atthehill/index.html
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