November 13, 2018
Planned Giving Council Breakfast Meeting
Clare G. Golla
Bernstein Global Wealth Management, Chicago, IL
Brian D. Wodar
Senior Vice President, Financial Advisor
Bernstein Global Wealth Management, West Palm Beach, FL
"Donor Success in a Rapidly Changing Landscape
– Partnering Across Disciplines"
Whether your donors or clients are seasoned philanthropists or are just embarking on a giving program, there is an abundance of strategies for consideration. Determining the right fit is a process fraught with potential stumbling blocks. What lessons can professional advisors and development professionals learn from each other to help guide our clients/donors define and achieve success? In this session, we will discuss strategies for strengthening our collective philanthropic ecosystem to better serve our clients and donors, key strategies gaining popularity today, and methods for determining what is likely to meet an individual’s specific requirements for success.
Embassy Suites - WPB Airport
1601 Belvedere Rd., West Palm Beach, FL
Networking & Breakfast: 7:45-8:05 am
Welcome & Introductions: 8:05-8:30 am
Program: 8:30-9:15 am
Close & Announcements: 9:15-9:30 am
NOVEMBER MEETING SPONSOR
2018-2019 PLATINUM SPONSOR
If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you! Membership dues are $250 and you may join online at www.PalmBeachPlannedGiving.org or click here for a Membership Form to mail.
Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
A network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all.
includes non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance professionals, and philanthropic advisors and consultants.
6671 W. Indiantown Rd. #50-194Jupiter, FL 33458
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