Ethics in Charitable Gift Planning: Challenges, Dilemmas, and Resolutions

December 7, 2017 @ 2:00 pm – 4:00 pm
Montshire Museum of Science
1 Montshire Rd
Norwich, VT 05055
NH & VT Council of Charitable Gift Planner

Can ethical dilemmas arise in planned giving? Yes, they surely can! We’ve assembled a panel of experienced gift planners who will draw from their careers to highlight how gifts are not always so simple. This will be an interactive session, so if you’ve had a donor situation or two that presented an ethical dilemma, feel free to share it! There will be lots of conversation and time to connect with your peers.

Cost: Free to members of the NH & VT Council of Charitable Gift Planners or $40 for non-members. Schedule: 1:45 p.m. Registration; 2:00-3:30 p.m. Program; and 3:30-4:00 p.m. Social Time

Panelists include Theresa Curry, J.D., Assistant Vice President of Gift Planning & Administration at UNH Foundation; David Ely, CFP, ChFC, a consultant with Sugar Hill Advisors; Cyndi Scott, Assistant Director of Gift Planning at Dartmouth-Hitchcock and the Geisel School of Medicine at Dartmouth; and Tom Smith, a private consultant in planned giving with over 40 years of planned giving experience, including fourteen years at The Vermont Community Foundation in Middlebury, VT. For complete biographies, please visit the event website.

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