Professional Advisors/Donor Network Event April 27
Professional advisors and fundholders, please join us for an informative evening Thursday, April 27, 2017, 5:00 p.m. to 7:30 p.m. at the Haven Country Club, 369 Cross Street, Boylston, Mass.
To R.S.V.P., email Sue Cordio at firstname.lastname@example.org or 978-345-8383, ext. 320.
- Trends in Philanthropy
- Charitable Giving Vehicles
- For Advisors: Benefits of integrating charitable giving in client conversations
- Tax changes & tax implications