Planned Giving Panel Discussion

Please join Com­mu­ni­ty Foun­da­tion Pres­i­dent, Lau­rie Andrews, and a pan­el of phil­an­thropic and estate plan­ning advi­sors for a lunch-and-learn dis­cus­sion of planned giv­ing as a fundrais­ing strat­e­gy for your orga­ni­za­tion. Par­tic­i­pants will learn about the vehi­cles of planned giv­ing, how to begin and strength­en a planned giv­ing pro­gram, the fun­da­men­tal finan­cial and legal con­sid­er­a­tions to incor­po­rate, and resources and exam­ples to help guide your orga­ni­za­tion’s next steps. 

Tuition: no cost to attend but please reg­is­ter below as seat­ing is limited

Pan­elists: Lau­rie Andrews — Pres­i­dent, Com­mu­ni­ty Foun­da­tion of Jack­son Hole; Clay Geittmann — Part­ner, Geittmann Lar­son Swift LLP; Sue Mason — Non­prof­it donor rela­tions spe­cial­ist and Sacred Pas­sage End of Life doula

Facil­i­ta­tor: Mis­sy Whe­lan — Prin­ci­pal, Juliann Whe­lan Con­sult­ing and for­mer Exec­u­tive Direc­tor of Teton Coun­ty Library Foundation

*Please bring your own lunch and enjoy light refresh­ments and dessert!