Special Joint Event with Financial Planning Association of Northeast Ohio: Partnering with the Cleveland Foundation: Charitable Strategies to meet your Clients’ Philanthropic Goals
Schedule of Events:
4:00 – 5:00 pm: CE Presentation
5:00 – 6:00 pm: Private Reception
6:00 – 9:00 pm: Following our event, your registration includes entrance to the museum Think & Drink
Please note special location: Cleveland Museum of Natural History, 1 Wade Oval Drive, Cleveland, OH 44106
Partnering with the Cleveland Foundation: Charitable Strategies to meet your Clients’ Philanthropic Goals
About the Program:
Learn how to maximize your clients’ charitable impact through partnership with the Cleveland Foundation. As the oldest community foundation in the world, the Cleveland Foundation has proudly been serving as a national model for both innovative grantmaking and charitable giving strategies for more than a century. We truly value our connections with professional advisors, which allow us to collaborate as a resource and a thought-partner for gifts that have advanced philanthropy. Join us as we highlight estate and charitable planning techniques to harness your clients’ philanthropic potential.
About the Speakers
Terri Eason manages the foundation’s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals.
Kevin Lenhard focuses primarily on cultivating relationships with professional advisors in the Cleveland community and surrounding areas. Through these partnerships, he assists professional advisors and their clients in establishing strategic philanthropic plans with the foundation. Additionally, Kevin consults with individuals, families, nonprofit organizations and businesses to help them identify and achieve their charitable interests and goals.
Katie Collin is a gift planning officer at the foundation, focusing on providing individuals, families and organizations with information regarding current and deferred charitable giving options. Katie works with professional advisors and their clients to create robust charitable plans, as well as with organizational partners to advance their planned giving capacity.
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only (this event is limited to 100 attendees). Meeting cost is $25 for members of FPA Northeast Ohio and EPC Cleveland when paid in advance before noon 11/13/17, $40 for members at the door, $40 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 11/13/17 to avoid a no-show reservation billing.
Continuing Education – FPA NEO will request credit for this program, which will total one hour of CE from the CFP® Board of Standards for CFP® designation holders. A certificate of completion will be available for CPA designees who feel the program satisfies their continuing education requirements.
Parking – Guests can now park in the Museum’s new 300-space parking garage, offering expanded capacity and improved access to the Museum campus and surrounding University Circle attractions! The garage entrance is located on Wade Oval Drive near the corner of East Boulevard. When Wade Oval is closed to traffic, a special auxiliary entrance opens on East Boulevard across the street from the Louis Stokes Cleveland VA Medical Center. The garage connects to a new entrance that welcomes guests directly into Kirtland Hall of Prehistoric Life. Parking is $10 for the evening.
Reserve, online here.
Thank you to the event sponsor: