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End-of-Year Giving Strategies – Lunch and Learn

November 8, 2023 @ 11:30 am - 1:00 pm

Join the Catholic Foundation of North Georgia for a Lunch & Learn to hear from Christy Eckoff, CAP®, CFRE, senior trust advisor at Wells Fargo Private Bank. Christy’s April presentation was so well received, she has agreed to come back, so bring your questions!

Christy will present on “End-of-Year Giving Strategies,” addressing giving trends and opportunities, as well as giving channels such as:

  • IRAs
  • Donor advised funds (DAFs)
  • Charitable gift annuities (CGAs)
  • And more

This lunch and learn will be beneficial to:

  • Any individual who supports a charity
  • Those who work in development
  • Professional advisors and their clients

Event Sponsor: Georgia United Credit Union
Media Sponsor: AM 1160 The Quest – Your Atlanta Catholic Radio

Register here by November 6, 2023.

About the Speaker: Christy Eckoff is an expert on legislative changes and laws surrounding private foundations, supporting organizations, donor-advised funds and nonprofit taxation. She earned her J.D. at the University of North Carolina at Chapel Hill, and earned her LL.M. in Taxation at the University of Washington. Christy is a CFRE (Certified Fundraising Executive) and a CAP (Chartered Advisor in Philanthropy).

About the Catholic Foundation: The Catholic Foundation of North Georgia helps Catholics make a lasting difference in the community. We attract, professionally manage and invest gifts to support the current and long term financial needs of parishes, schools, charities and other ministries.

Details

Date:
November 8, 2023
Time:
11:30 am - 1:00 pm

Organizer

Catholic Foundation of North Georgia
Phone
404-497-9440
Email
info@cfnga.org
View Organizer Website

Venue

Archdiocese of Atlanta
2401 Lake Park Dr. SE
Smyrna, GA 30080
+ Google Map
View Venue Website