Presentation from February 8, 2018 - 8th Annual Planned Giving Symposium: Getting To YES! How to be a good partner

02/16/2018 10:11 AM | Ron Gallagher (Administrator)

Presentation from February 8, 2018 - 8th Annual Planned Giving Symposium: Getting To YES! How to be a good partner

Presented by: Phyllis Silverstein, CFP®, Senior Regional Fiduciary Manager| Wells Fargo Wealth Management -Philanthropic Service

CLICK HERE to download and view the presentation (PDF)


The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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