Date(s) - 12/07/2017
12:00 pm - 1:30 pm
This event is reserved for OC AiP Members and spaces are limited! Members are encouraged to bring a guest.
Thursday, December 7, 2017
12:00 p.m. – 1:30 p.m.
This roundtable discussion will cover a four-step approach in helping your clients pursue their philanthropic vision. We will also discuss how to best document their vision, and review key questions to ask in helping them formulate their philanthropic mission statement. Lastly, we will review best practices in impact discussions with nonprofits and how to incorporate into the family mission statement review process. This event will be jointly hosted by Maria Kutscher of U.S. Trust and Patti Heaton Parker of Discovery Financial.
Thanks to the sponsorship and location, there is no cost to attend this event. Registration is limited to 12 people. As a current member, we encourage you to bring one guest who you feel would benefit from this topic and might be interested in joining OC AiP.
Bookings are closed for this event.