The Evolving Landscape of Philanthropy –
What organizations and their donors
need to know now!
Family conversations can be challenging, markets continue to fluctuate and legislation changes create complexities. There are growing worldwide opportunities to help facilitate positive change through NGO avenues.
Join us for a reception as you learn how to optimize and create efficiencies in how financial resources are both given and received.
March 23rd, 2023 @ 5:00 PM MT
Thunder River Theatre Company
67 Promenade, Carbondale, CO 81623
Wealth By Design, Financial Advisor, Danielle Howard, CFP®, CKA ®, invites you to a reception with a presentation by Senior Vice President, Trust Advisor, Rob Erickson, J.D., LL.M., of CNB & RBC, and Managing Director, Senior Investment Consultant, Sean Withrow, CFA, CPWA® , AIF®, of City National Rochdale.
Topics to be covered include:
*Benefits of creating a giving plan or philanthropic mission statement
*Identifying motivators and determining intent
*Strategies to optimize giving and assets to consider
*Logistical pitfalls to avoid
*Who needs to be on your team and why
Arrival: 5:00 pm – 5:30 PM
Presentation: 5:30 pm – 6:30 PM
Reception: 6:30 pm– 7:30 PM
We can’t wait to see you!
Copyright © 2023
Wealth By Design Financial Life Planning