Contact
Inland Northwest Planned Giving Councilinfo@inwpgc.org
INWPGC/INDC presents:
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.
Cost: Free for INWPGC members; Guests are $20
Membership
Your membership with INWPGC entitles you to attend our 6 programs each year (lunch is included). The programs are a great way to grow professionally while networking with others in the planned giving community. All in all, it’s a great bargain. If you are not a current member of INWPGC, please join or renew today.