AFP-NNE Seminar Series: Helping High-Net Worth Donors With Their Philanthropy

  • Wed, June 12, 2019
  • 9:00 AM - 11:30 AM (EDT)
  • Vermont Natural Science Center 149 Nature's Way, Quechee, Vermont
  • 40

Registration


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AFP-NNE Seminar Series

Helping High-Net Worth Donors With Their Philanthropy

With Holly Dustin, Financial Planner and
Barbara Freedman, Philanthropist


Wednesday, June 12,  2019

Vermont Natural Science Center

149 Nature's Way, Quechee, Vermont

Network with colleagues over light refreshments at 9:00AM

Presentation  9:15AM – 11:30AM

Registration Open | Member: $40 | Non-Member: $60

Level: Beginner to Seasoned

Financial Advisors serve as conduits, helping Donors create a framework for success that includes philanthropic giving. Holly and Barbara will talk about critical wealth issues they explore with their clients to facilitate meaningful philanthropy while managing wealth. You’ll learn about tools they use to create a framework for giving and how to work with other advisors in your Donor’s life. Holly and Barbara will share examples, providing practical strategies you can use to engage with your high-net worth donors. Bring your own “situation or scenario” for this engaging and interactive seminar.  

Speaker Bio:

Holly Dustin is a Senior Financial Advisor with Ledyard Financial Advisors. She practiced law in Connecticut for 15 years, where she was a partner at Ryan, Ryan, Johnson and Deluca. Prior to joining Ledyard in 2008, she worked with high net-worth individuals in Vermont and New Hampshire, in the areas of estate planning and structuring philanthropic gifts. A past President of the Upper Valley Planned Giving Council, Holly recently served as Vice- Chair of the Major Gifts Committee at Chandler Center for the Arts in Randolph, Vermont. 

Barbara T. Freedman is active in philanthropy. She chairs the Kendal at Hanover Committee on Gifts and Bequests and serves on the Board at Northfield Mt Hermon.

 

Come with your questions. 

FEE: AFP Member fee: $ 40.00   Non Member fee: $ 60.00  

Includes CEU :1.5 

Space is limited so register early.

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