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Event Details
What Have We Done For You Lately?
Solutions for Your Clients From CFWNC
Date: March 7, 2012
Time: Noon - 1:30 pm
Location: The Community Foundation of Western North Carolina, located on the 16th floor of the BB&T building in Downtown Asheville
Ever tried to help a client with one of these questions?
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Should I have a donor advised fund? Or maybe a private foundation?
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My asset sheet looks healthy, but I need more income. How can we do that?
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I want to leave a bequest to my favorite charity, but I’m worried about how they might handle a significant gift.
This informal lunch-and-learn will feature case studies addressing these scenarios and more. Learn how CFWNC can help you help your clients – we’ll cover options including donor advised funds, charitable remainder and lead trusts, charitable gift annuities, scholarship funds and bequests. Bring yourself, a colleague and your questions. We’ll supply lunch and answers!
Questions? Contact Sheryl Aikman
When & Where
One West Pack Square
Suite 1600
Asheville,
28803
Wednesday, March 7, 2012 from 12:00 PM to 1:30 PM (ET)
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Hosted By
The Community Foundation of Western North Carolina
