The Sweet Spot: Where Financial and Philanthropic Goals Meet
Presented by David Green CPA CFP®
There is a sweet spot…an intersection where a donor’s philanthropic and financial goals meet. But how do you know where that is for each of your donors? How do you work with the various experts and advisors to help them fulfill both sets of goals?
David Green a local CPA with years of expert experience advising clients on just these questions will help us to better understand how to leverage our relationships with donors and their advisors to fulfill your donors’ passions for your mission.
Where: Knights of Columbus
When: 11:00am Program, 12:00pm Lunch and Discussion
Cost: Free for INWPGC members; Guests are $20