Charitable Giving Landscape 

In today's economic environment it is important for non-profit organizations to diversify their sources of revenue in order to ensure their long term financial health. While charitable giving can play a major role in your organizations overall fundraising plans, much goes into executing a successful campaign. During this seminar you will:

- Review Charitable Gifting Methods
- Connect potential donors to your campaign
- Learn best practices when developing your campaign
- Discover resources available to assist with planned giving
- Learn challenged faced while executing a planned giving campaign

About the Presenters:

 

Patrick Connerty, MSF
Director of Advisor Services, SVP
Enterprise Wealth Management 

With over 20 years' experience, Patrick is well versed across a full spectrum of investment disciplines that meet the needs of both individual and institutional clients including asset allocation, investment research and portfolio strategy involving mutual funds, alternative investments and individual stocks and bonds. Committed to giving back to his community, Patrick serves on several boards for non-profit organizations, including the Mental Health Association of Greater Lowell, the Appleton Housing Corporation, and the Hudson Litchfield Youth Football and Cheer Organization.

Jay Linnehan
President/CEO
Greater Lowell Community Foundation

Jay Linnehan has over 30 years' experience in finance and planned giving. He is committed to improving the quality of life for people and organizations through well-planned charitable gifts, grants, legacy donations and scholarships. Having served over a dozen community organizations, Jay has a strong commitment to the Greater Lowell Community and non-profit organizations. Presently, he serves on the boards of Lowell General Hospital, D'Youville Life & Wellness, Lowell Five Cent Savings Bank, and Ste. Jeanne d'Arc School.

Attorney Annmarie Roark
Roark Law Office, P.C.

Attorney Annmarie Roark of Roark Law Office P.C. boasts nearly 40 years' experience in the industry, specializing in Estate and Trust Planning, Elder Law, Medicaid Planning, Wills & Trusts, Probate, and Real Estate Law. She is licensed in both MA and NH. As a lifelong resident of Chelmsford, Annmarie is committed to giving back to the Town. Her civic and community involvement include serving the Chelmsford Board of Health, Chelmsford Business Association, Chelmsford Police Foundation, Inc., Chelmsford Rotary, Greater Lowell Community Foundation and the Chelmsford High School Alumni Association.

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