Professional Advisors Series
In an effort to maintain contact with local professional advisors, donors and donor prospects, the Community Foundation would like to present a series of workshops and articles that can serve as a resource to assist professional advisers as you work with your clients.
Upcoming Workshops
Opportunities in Estate Planning for Financial Planners
When: Thursday, October 2 and Friday, October 3, 2008
Time: 8:30 a.m. - 5:00 p.m.
Where: Poudre Learning Center (8313 F Street, Greeley)
Cost: $95 (includes course materials, continental breakfast, lunch and refreshments).
CLE, CPE and ICB continuing CTFA education credits are available.
To register, contact Cleo
at the Bendelow Law Firm at (970) 663-5206.
Deadline to register is September 26, 2008.
Click here for course information
Opportunities in Estate Planning for CPAs, Attorneys and Trust Officers
When: Thursday, December 4 and Friday, December 5, 2008
Time: 8:30 a.m. - 5:00 p.m.
Where: Poudre Learning Center (8313 F Street, Greeley)
Cost: $95 (inlcudes course materials, continental breakfast, lunch and refreshments).
CLE, CPE and ICB continuing CTFA education credits are available.
To register, contact Cleo
at the Bendelow Law Firm at (970) 663-5206.
Deadline to register is November 25, 2008.
Click here for course information
Resource Articles
Talking Giving: Five Steps to Discussing Philanthropy with your Clients
The Case for Donating Retirement Assets
Active Philanthropist or Passive Donor: Why Giving Profiles Matter
Balancing Children and Charity in Estate Planning
Clients Seek Better Philanthropic Advice
Gifts of Restricted Stock, Options and Closely Held Interest
Time of Thanksgiving: Asking the Charitable Question
