Date / Time: June 9th, 2015, 11:00am (networking), Program from 11:30am – 1:15pm
Complimentary Parking: Included
Speaker: Nicole Anderson and David B. Moore
Description: Your client has a goal, a dream or maybe is just feeling they wish they could do more for a ministry or organization.
Great… now what?
How do you go from an idea in your client’s mind to a completed planned gift using the very concrete tools and strategies created by Congress?
Come join Orange County Advisors in Philanthropy on June 9th at the Center Club in Costa Mesa as we hear two planned giving experts share their client-tested strategies for translating client wishes into charitable gift realities.
Our speakers, David B. Moore and Nicole Anderson, have years of experience working with a diverse range of clients and we are excited to have them come share with us for the third installment in OCAIP’s four part series on The Philanthropic Conversation: What Advisors Most Want to Know.
OCAIP Program Themes for 2015
February 10, 2015 – Speaker Series Event: Roy Williams, Engaging the Next Generation: How to Child-Proof Your Legacy and Avoid Joining the 70% Club
June 9, 2015 – Speaker Series Event: Nicole Anderson, David B. Moore, Tales From The Trenches: How Planned Giving Experts Consistently Translate Client Wishes Into Charitable Gift Realities
October 13, 2015 – Speaker Series Event, Integrating Values and Goals into Overarching Wealth Management Plans
Recent Past Events
February 11, 2014 – Speaker Series Event: Laura Ferretti, Dr. Kathy Abels, Douglas Freeman, Lisa Fujimoto, Changing Lives – Advisors That Champion Education
February 25, 2014 – Roundtable Event Hosted By Bob Greenberg & Mark Rylance, Leading Advisor’s Roundtable Series Hosted by R.S. Crum: Getting it done – helping clients take action on their giving
June 17, 2014 – Speaker Series Event: Gerald Solomon, Max Gardner, Christina Altmayer, Marty Dutch, Donors Are Collaborating for Social Change – What Advisors Should Know
July 1, 2014 – Roundtable Event Hosted By Mark Van Mourick The Optivest Model – Activating Giving Within a For-Profit Wealth Management Firm
September 30, 2014 – Leading Advisor’s Roundtable Series Hosted by Brown & Streza
October 21, 2014 – Speaker Series Event Developing Strategic Giving Plans and Mission Formation
December 10, 2014 – Leading Advisor’s Roundtable Series Hosted by OCCF