Apr 28 Wed

Planned Giving - Balancing Act: Strategies for Giving to Charity while Still Protecting the Ones You Love

02:00PM - 03:00PM
The pandemic has forced many to think about their futures, and has necessarily caused renewed discussions about the charitable legacy they wish to create while simultaneously providing for their family and loved ones. This can be a delicate balancing act – as estate planning is more about “people planning” than it is about “property planning.”

Join Mick Koster and Laura Herr, Associate Dean for Advancement and Alumni Relations, for a conversation focused on relationship issues to consider and potential strategies for working with your advisors and designing an estate plan to achieve your goals.


Development and Alumni Relations

Special Events & CLE