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CPWA®, CAP®

As a Certified Private Wealth Advisor® professional and a Chartered Advisor in Philanthropy®, I am uniquely qualified to speak at your next live or virtual event or workshop.

EDUCATING DONORS ON EFFECTIVE WAYS TO GIVE
Your donors and prospective donors will...

Review hypothetical  scenarios with planned giving terms clearly explained

Review hypothetical  scenarios with planned giving terms clearly explained

Relatable examples of giving vehicles will be made clear 

Learn how to give wisely from their balance sheet 

Learn how to give wisely from their balance sheet 

In lieu of writing a check, planned giving donors will be invited to consider other assets


Receive a complementary 1:1 consultation to discern:

Receive a complementary 1:1 consultation to discern:

 What causes they are passionate about 

 The family dynamics

 If they would like to move forward with a written plan to support their charity


EDUCATING CORPORATE EXECUTIVES ON EQUITY COMPENSATIONS AWARDS
Your corporate executives will...

Understand how their executive compensation awards can be used for planned giving

Understand how their executive compensation awards can be used for planned giving

Options vested and exercised for charity

Learn how to support overhead, critical needs or programs that promote self-reliance

Learn how to support overhead, critical needs or programs that promote self-reliance

Supporting a charity in a passionate and strategic manner

Receive a complementary 1:1 consultation to discern:<br/><br/>

Receive a complementary 1:1 consultation to discern:

What causes they are most concerned with

What the company executive compensation award entails

If they would like to move forward with a written plan to support their charity