How to Engage in Meaningful and Impactful Conversations and Discussions about Planned Giving
AAEPC and The Chesapeake Planning Giving Council Present:
How to Engage in Meaningful and Impactful Conversations
and Discussions about Planned Giving
July 18, 2023
12:00 PM - 1:30 PM
Chesapeake Bay Foundation, Philip Merrill Environmental Center
6 Herndon Avenue Annapolis, MD 21403
Three topics. Three seasoned professionals.Three great discussions.
Seasoned professionals will lead three deep and meaningful discussions about planned giving during this interactive session. You choose whether to stay with one topic for the entire session, or participate in all three conversations. Regardless, bring your questions to hear what our seasoned professionals and your colleagues have to say.
Featured Discussions:
IRA Giving and IRAs in General
Facilitated by Peter D Evans, CPFA®
Merrill Lynch Wealth Management
Peter is the Senior Financial Advisor for the Evans Group. He focuses on creating long-term, personalized wealth management strategies in addition to overseeing portfolio analysis, design, and management.
Multi-Generational Philanthropy: Engaging the next Generation
Facilitated by David Thompson, CAIA
J.P. Morgan
David oversees client relationships, providing strategic advice to individuals, families, and their related entities. He facilitates access to the firm’s internal resources and provides holistic advice across a range of strategies, including: investments, credit, banking, pre-transaction planning, estate planning, and charitable giving.
Donor Advised Funds
Facilitated by Rosemary Calderalo, Ph.D.
Community Foundation of Anne Arundel County
Rosemary assists in the cultivating and stewarding relationships with current and prospective donors, as well as professional advisors, including members of the Anne Arundel Estate Planning Council (AAEPC). She assists them with trusts, estate planning, and other deferred gifts to help their clients achieve a lasting philanthropic legacy in the community.
Registration - Includes lunch:
CPGC Member - $35
Maryland Nonprofit Member - $45
Non-Member - $55
