Women's Financial Planning Institute Series: Overview of Philanthropic Strategies March 6, 2008
New York City, New York
You are cordially invited to attend our 2007 – 2008 Women and Money series of financial-education seminars. This series provides women with even more opportunities for in-depth discussions. The Financial Planning Institute continues to feature leading experts and exclusive venues conducive to an intimate and informative dialogue.
This series consists of eight sessions. The cost to attend the remaining sessions is $60 per person. Please see our full listing of seminars below.
For more information or to respond, contact Carrie Miller at 1.212.836.1531.
Topic: Overview of Philanthropic Strategies — Advising Families in Intergenerational Wealth Management: Private Foundations, Donor-Advised Funds, Income-Producing Gifts (Charitable Gift Annuities, Charitable Remainder Trusts)
As individuals, we each have chances every day to improve the world in which we live through acts of volunteerism and philanthropy. The new philanthropy is actively engaging people from every sector and income level in partnerships that pool their resources to transform our communities. While most of us do not have the resources to make major changes on our own, new opportunities are continually emerging that can have a significant impact on even the toughest problems. Learn how to participate in your own family philanthropic endeavors or to engage them in yours.
Guest Speakers:
Judith Stern Peck, MSW, Director, Money, Values, and Family Life Project
Carrie Miller, Director, Planned Giving & Endowments, UJA-Federation of New York
Abby Tucker, Vice President, Jewish Communal Fund
Added by jewishny on January 18, 2008