Supporting Clients' Charitable Intentions

When:  Aug 20, 2024 from 14:00 to 15:00 (ET)

The August 2024 Tax & Estate Planning Knowledge Circle will be held on Tuesday, August 20th at 2 pm ET.

Guest speaker Erinn Andrews will be presenting, "Supporting Clients' Charitable Intentions."

In this Knowledge Cirlce Erinn will show us why it’s good for business to integrate charitable planning in our practices and lead us through a client-like experience to define/explore our personal charitable values.

Erinn Andrews’ bio includes creating a philanthropic start-up that was acquired by GuideStar, then led GuideStar’s nonprofit strategy, moved on to heading a philanthropic think tank at Stanford University, and finally founded GiveTeam (a philanthropic advising firm) with a mission statement “To help donors give more, give better, and give now.” She currently serves on the national board of Advisors in Philanthropy (AiP).