November 2, 2016: 12:00 PM — 01:30 PM

Greenacres Country Club
Lawrenceville, NJ 08648

The Community Foundation’s Philanthropy Education Series 

The Professional Advisor’s Toolkit: Solutions for Charitable Clients

Join us for lunch and networking, as Atiya Weiss, Executive Director of The Philanthropy Centre, JPMorgan Private Bank, leads us through an exploration of solutions for charitable clients. As Ms. Weiss reminds us, when an advisor matches a client with the right giving vehicle, everyone wins – and working with a community foundation can add options to suit a client’s specific needs.

Tickets are $45 each.

 

Bookings no longer allowed on this date.

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