LEAVE A LEGACY® - Events - Events in the Past - Details
ANNUAL MEETING AND ROUNDTABLE DISCUSSIONS
Date: Dec 9th, 2008
Time: 7:30 am, Registration & Breakfast Buffet; 8 to 9 am, Roundtables
RSVP By: Dec 8th, 2008
The Saturn Club
977 Delaware Avenue
Buffalo, NY 14209
Map & Directions
Brief Annual Meeting will include our 2009 Election of Board of Directors and Bylaws Amendment.
Roundtable discussions will include a variety of topics of interest to all:
Securing a Planned Gift - From Cultivation to Gift-in-Hand
Patricia M. Smith
Director of Leadership Giving
Daemen College
The Role of Professional Advisors in Charitable Giving
Peter D. Spira, CFP®
Account Vice President
UBS Financial Services, Inc.
Wills & Bequests - Focus on the Basics
David J. Sampson, CFRE
Director of Mission Advancement
St. Joseph University Parish
Gift Acceptance Policies - Protecting Donors & Charities
David A. Cristantello, Ph.D.
Vice President for External Relations
Daemen College
Simply register using our reservation form. Or if you prefer to send in your reservation and payment, please make your check payable to the WNY Planned Giving Consortium and mail to: Post Office Box 1885, Buffalo, NY 14225.
Thank you!
