Tales From The Trenches: How Planned Giving Experts Consistently Translate Client Wishes Into Charitable Gift Realities

Lunch: provided

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. 

Speaker: Nicole Anderson

  • Principal, Anderson Law Group, primarily estate planning and business law
  • Member, Trusts & Estates Section, State Bar of California, Orange County Bar Association
  • Member, National Association of Women Business Owners Orange County Chapter
  • Member, Laguna Beach Business Club and Laguna Beach Professional Alliance
  • Trustee, Laguna College of Art and Design

Speaker: David B. Moore

David currently serves as director of legacy planning at Chapman University. Using his in-depth knowledge of the university, he helps friends of Chapman to establish a legacy and make a meaningful investment in the future through estate planning tools. Over his 20 years in higher education advancement, David has learned that strong relationships with allied professionals are essential to enhancing the impact of legacy planning.



The event is finished.