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Planned Giving Strategies
Speaker(s): Larry Bomback, Thomas Bonhag, Robert Heuer
A common concern among donors is how assets will be distributed when they can no longer oversee the process. As a donor, how can you best invest money to reap the benefits during your life, but still ensure a lasting and positive impact? As a development director, how do you broach this delicate subject well-informed and effectively? This session, featuring Thomas Bonhag, a Certified Financial Planner from National Madison Group and a member of the Partnership for Philanthropic Planning, will help guide you through the complex financial instruments available, and look at investing via life insurance policies. Robert Heuer, general director of Florida Grand Opera, will also participate.