Building Lasting Legacies: A Win for Advisors, Clients and Non-Profits

The University of Findlay's Estate and Planned Giving Council presents a continuing education program featuring techniques for becoming more 
adept at uncovering and exploring your client's charitable intent.

This program includes creative application of case studies, roles, and responsibilities of mission, values, and client goals. Attendees will gain:
Deeper understanding - Explore the “why” behind your work and its connection to fostering authentic conversations.
Win-Win-Win Strategies - Learn how to align the roles of advisors, not-for-profit missions, and client goals for a successful planned giving strategy.
Building Trust - Discover techniques to build trust and strengthen relationships through impactful conversations.
Practical Application - Explore real-world case studies demonstrating the benefits of planned giving for all parties involved.

Program participants are eligible for two hours of CE for Ohio Insurance, CFRE, CPA, Legal CEU, and CFP.

Thursday, Sept. 12, 2024
Winebrenner Building, Room 254
1000 N. Main Street, Findlay, OH 45840

7:30 - 10 a.m. 
Cost: $25, breakfast included
Kindly RSVP by Sept. 9, 2024

Presenter: Eileen F. Savage
Adjunct Faculty Member, Indiana University Lilly Family School of Philanthropy
Vice President, Chief Advancement Officer, Cranbrook Educational Community

Presenter: Kristin A. Hermann, J.D., CFRE
Director of Individual and Planned Giving, Cranbrook Educational Community

Questions? Please contact Jamie Orians at 419-297-3390 or [email protected].