The Pentera Blog
Webinar 3/18: Shari Fox, “Opportunities for Generosity: Leveraging Donors’ Special Circumstances”
Opportunities for Generosity: Leveraging Donors' Special Circumstances
In this session, Shari explores situations that individuals and families find themselves in with tax and financial implications and how charitable giving can help. Looking at topics such as paying for grandkids’ education, selling a business, ownership of appreciated stock, a vacation home, or partial ownership of a family farm, she explores solutions utilizing charitable techniques that allow donors to achieve both financial and philanthropic objectives. Her presentation is geared toward professionals with at least a good basic understanding of planned giving techniques.
Benefits of this session include:
- Identifying life situations that have financial planning implications for donors.
- Considering how charitable interests might play into resulting financial decisions.
- Identifying charitable giving tools that may help donors meet multiple financial goals.
You can register for the 1 p.m. ET Webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our Webinars as a free service.
About the Presenter:
Shari is a seasoned advisor with more than 30 years of experience in the charitable sector. Before starting Fox Philanthropic Advisors, she led planned, major, and principal gift programs for major research universities and local nonprofit organizations.
As a philanthropic advisor, Shari focuses on helping individuals and families be intentional, focused, and effective with their charitable efforts. She also consults with nonprofit organizations to help them develop or enhance their major and planned giving programs. She loves teaching and is a seasoned public speaker, presenting at multiple seminars and conferences at the local and national level.
Shari is a past chair of the National Association of Charitable Gift Planners where she continues to serve on the Leadership Institute and is a current member of the Chicago Council on Planned Giving, Central Illinois Charitable Gift Planners, and Eastern Illinois Estate Planning Council. She holds the Chartered Advisor in Philanthropy® designation from The American College of Financial Services.
