Planned Giving Vehicles
Wed, Oct 15
|Tower Club Fort Lauderdale
Whether you’re curious about estate planning, life insurance, trusts, or other giving vehicles, this session will help you understand the options available to create a meaningful legacy.
Time & Location
Oct 15, 2025, 8:00 AM – 9:30 AM
Tower Club Fort Lauderdale, 100 SE 3rd Ave 28th Floor, Fort Lauderdale, FL 33394, USA
About the Event
This insightful session with Eric Vainder and Kaley Barbera from Northern Trust will highlight the most widely used planned giving strategies, including estate planning, charitable gift annuities, bequests, and beneficiary designations. You’ll also gain insight into other impactful vehicles such as charitable trusts, donor-advised funds, and gifts of life insurance.
Designed for attorneys, accountants, financial advisors, insurance professionals, and nonprofit development officers, the session will deliver practical takeaways to help you guide clients and donors in creating meaningful legacies that stand the test of time.
Tickets
Non-Member
$45.00
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