PACE Seminar: Donors’ Dreams, Investment Realities

 

A row of people listening thoughtfully while sitting down, a few are looking down at paper writing notes

Thursday, Feb. 10, 2022

Charitable trust donors often have certain expectations regarding the investments in a charitable trust; however, investing trust assets requires a different approach than investing in a personal portfolio. In this session, common donor misconceptions or “myths” are debunked, and helpful tools are shared to help manage donor expectations.

Seattle Foundation invites you to join us for a PACE Seminar featuring Crystal Thompkins, Head of Philanthropic Solutions for BNY Mellon Wealth Management. With more than 20 years of experience working with non-profits and a depth of knowledge in all aspects of gift planning and donor stewardship, Crystal will present, “Donors’ Dreams, Investment Realities”.

Professional Advisor Continuing Education (PACE) Seminars help grow your practice and advance the goals of your clients. They provide an outstanding opportunity to gain valuable knowledge and continuing education credit.

This webinar is intended for Professional Advisors, if you are not sure if you should attend, please reach out to Cherlyn Cloy.

The fee for this seminar is $25. Applications have been submitted for Professional Continuing Education Credit. If you are seeking credit, you must complete an event survey. The survey link will be provided after the event.

 Registration opens in 2022.

If you have questions about our PACE Seminar, please contact Cherlyn Cloy, Advisor, Gift Planning at 206-515-2108 or c.cloy@seattlefoundation.org.