Trends and Best Practices in Charitable and Planned Giving

Date: Tuesday, October 8, 2024
Time: 11:45am - 1:00pm
Location: The Student Prince, 8 Fort Street Springfield MA
Speaker: Kylie Johnson, Director of Planned Giving Baystate Health Foundation, Katie McDonough, Estate Planning Attorney with Hinkley Allen.

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Kylie Johnson, Director of Planned Giving at Baystate Health Foundation will lead the discussion by providing us an overview of recent trends in the Charitable and Planned giving universe.  Katie McDOnough, Estate Planning Attorney at Hincklley Allen, will also provide and overview of "Best Practices" and techniques being used in effective client planning.  

 

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