The Role of Professional Advisors in Charitable Giving

Professional advisors provide donors with key guidance on planned giving, helping them determine how to structure gifts of non-cash assets.

In this panel discussion, we will hear from an attorney, a wealth advisor, and a Community Foundation representative who have vast experience working with clients on philanthropy.

** How do these advisors start conversations with their clients about charitable giving? ** How can your organization work with professional advisors to better serve your donors and help them achieve their giving goals? ** What does it mean to have a professional advisory board? ** How do you find a seat at the table with a donor’s professional advisors?

This session will be valuable for planned giving professionals as well as development directors and major gifts officers.

Featured Panelists

Matthew Mace, Shareholder, Baker Donelson
Matthew Mace concentrates his practice in the areas of trusts and estates, tax, and employee benefits and executive compensation. A Fellow of the American College of Trust and Estate Counsel, he is known for his ability to leverage sophisticated estate planning techniques as well as for his counsel on the implementation and operation of qualified and non-qualified employee benefit plans.

Christina Snyder, Partner & Wealth Advisor, Jacob William Advisory
Christina boasts a storied career in financial services and commitment to clients, with more than 25 years of industry experience. She believes in a comprehensive approach that addresses all facets of planning, including wealth transfer, insurance, taxes, investments, estate and trust planning, retirement, risk management and business planning. She currently serves on the Planned Giving Advisory Council for the Baltimore Symphony Orchestra and is the past president of the Maryland Chapter of Women in Insurance and Financial Services.

Rebecca Rothey, Senior Advisor, Greater Washington Community Foundation
Rebecca Rothey has held multiple leadership roles in charitable gift planning positions, most recently serving from 2016-2022 as Chief Philanthropy Officer at the Greater Washington Community Foundation. She was a director of gift planning at The Johns Hopkins University and Medicine and director of planned and principal gifts at Catholic Charities of Baltimore. Rebecca is a member of the editorial advisory board of Planned Giving Today. 

Join CPGC & our partners the Baltimore Estate Planning Council for lunch & networking beginning at 12 noon. Our panel will begin at 12:30 p.m. & this  event will provide an opportunity for collaboration with other professionals.

Cost

CPGC Members $35 // BEPC Members $35// Maryland Nonprofit member $45// Non-Members $55

BEPC and MANO Members: Email CPGC here for your registration discount code!

Thank you to our Chapter Marketing Sponsors