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LOCATION:Chesapeake Bay Foundation, Philip Merrill Environmental Center
UID:2452820230718T160000ZHow to Engage in Meaningful and Impactful Conversations and Discussions about Planned Giving
DTSTAMP:20260524T171509Z
DESCRIPTION:\n\n \nAAEPC and The Chesapeake Planning Giving Council Present: \nHow to Engage in Meaningful and Impactful Conversations\n and Discussions about Planned Giving\n \nJuly 18, 2023\n 12:00 PM - 1:30 PM\n Chesapeake Bay Foundation, Philip Merrill Environmental Center\n 6 Herndon Avenue Annapolis, MD 21403\n \nThree topics. Three seasoned professionals.Three great discussions.\n \nSeasoned 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.\n \nFeatured Discussions:\n \nIRA Giving and IRAs in General\n \nFacilitated by Peter D Evans, CPFA®\n Merrill Lynch Wealth Management\n \nPeter 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.\n\n  \n \n\n \nMulti-Generational Philanthropy: Engaging the next Generation\n \nFacilitated by David Thompson, CAIA\n  J.P. Morgan\n \nDavid 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.\n\n \nDonor Advised Funds \n \nFacilitated by Rosemary Calderalo, Ph.D.\n Community Foundation of Anne Arundel County\n \nRosemary 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.\n  \n \nRegistration - Includes lunch:\n \nCPGC Member - $35\n Maryland Nonprofit Member - $45\n Non-Member - $55\n \n[Click here to register for this event.](https://www.chesapeakeplannedgiving.org/event-5276721/Registration)\n
SUMMARY:How to Engage in Meaningful and Impactful Conversations and Discussions about Planned Giving - Anne Arundel Estate Planning Council 
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