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Hosted by  EBPC Hartford, Inc

Member Program - Trends in Charitable Giving: Navigating Today's Landscape

SCHEDULE:
8:00 - 8:30 am    Registration, Breakfast Buffet, Networking
8:30 - 8:45 am    EBPC Hartford Announcements and Program Introduction   
8:45 - 9:00 am    NAEPC Updates and Remarks - Tom Griffiths
9:00 - 10:00 am  Main Presentation 
 
MEMBERS:    NO COST (Use reservation options below)
 
SENIOR MEMBERS AND GUESTS :  Senior fee is $50.  Guest fee is $60.  Use Pay Now button or send a check made payable to: EBPC Hartford, 95 West Street, Rocky Hill, CT 06067 
 
By registering for this event, you acknowledge that you assume the risks of Coronavirus/COVID-19, and waive liability to EBPC Hartford, it's volunteers and association manager. 
 
REGISTRATION ENDS DECEMBER 1ST.
 
 
In the spirit of the Holiday Season, we ask members to bring donations of non-perishable food items.  
2023 Recipient of your donations will be Loaves & Fishes Ministries, 646 Prospect Ave., Hartford
 

Tuesday, December 5, 2023
8:00 AM - 10:00 AM

Location
The Hartford Golf Club
134 Norwood Road
West Hartford   CT  
 



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Agenda

 


Thomas Griffith, AEP®, CAP®, ChFC®
Central New York Community Foundation

Kathryn Gonnerman
Vice President, Philanthropy
 Jewish Community Foundation of Greater Hartford

Tim Throckmorton, JD, LL.M, CExP
Director of Client Planning and Consulting
 Webster Private Bank

Dec 5 2023 8:25AM


Trends in Charitable Giving – Tips for Advisors on Need to Know Strategies


In today's ever-changing world, the landscape of charitable giving is evolving at a rapid pace. Whether driven by tax incentives, philanthropic desires, or global events, understanding the current trends in charitable donations is essential for anyone involved in estate and business planning.

Topics to Include:

- Current trends and case studies in charitable giving.
- Best practices for advising clients on philanthropic endeavors, including engaging the next generation
- Impact on recent/pending legislation on charitable contributions.
- Innovative charitable strategies for estate and business planning
- The rise of donor-advised funds, family foundations, and other giving mechanisms.

In addition we are pleased to host special guest Tom Griffith, a Board Member of the National Association of Estate Planners & Councils (NAEPC), who will also share an overview of the important work the NAEPC is doing for our members.

We look forward to seeing you at the Hartford Golf Club for this enlightening discussion and take away valuable insights to better serve your clients and the broader community.

Sessions


DateCourse Title/DescriptionStart
Dec 5, 2023 Trends in Charitable Giving – Tips for Advisors on Need to Know Strategies Thomas Griffith, AEP®, CAP®, ChFC® Kathryn Gonnerman Tim Throckmorton, JD, LL.M, CExP 8:25 A