In this episode, Charitable Chit with Cathy & Claire shine a spotlight on the fantastic regional planned giving conference -- The Carolinas Planned Giving Conference! Special guests are Tamisha Keith, J.D., Director of Gift Planning at North Carolina Agricultural and Technical College in Greensboro, North Carolina and Dana Taylor, CFRE, Director of Planned Giving a at the Medical University of South Carolina. Both are instrumental in the planning of the 2023 Carolinas Planned Giving Co...
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In this episode, Charitable Chit with Cathy & Claire shine a spotlight on the fantastic regional planned giving conference -- The Carolinas Planned Giving Conference! Special guests are Tamisha Keith, J.D., Director of Gift Planning at North Carolina Agricultural and Technical College in Greensboro, North Carolina and Dana Taylor, CFRE, Director of Planned Giving a at the Medical University of South Carolina. Both are instrumental in the planning of the 2023 Carolinas Planned Giving Co...
Planned Giving Myth Blasters! David Moses, ADL and Juan Ros, Forum Financial: Charitable Chit Chat with Cathy & Claire
Charitable Chit Chat with Cathy & Claire
53 minutes
5 years ago
Planned Giving Myth Blasters! David Moses, ADL and Juan Ros, Forum Financial: Charitable Chit Chat with Cathy & Claire
Time to BLAST the myths of Planned Giving! In this episode, planned giving expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff introduce you to David Moses, Senior Director, National Estate and Gift Planning with the Anti-Defamation League and Juan Ros a financial advisor working with philanthropic families and businesses. Along with our own Cathy Sheffield, we blast the myths standing in a nonprofit's way of planned giving success. Our first myth is "You have to be ...
Charitable Chit Chat with Cathy & Claire
In this episode, Charitable Chit with Cathy & Claire shine a spotlight on the fantastic regional planned giving conference -- The Carolinas Planned Giving Conference! Special guests are Tamisha Keith, J.D., Director of Gift Planning at North Carolina Agricultural and Technical College in Greensboro, North Carolina and Dana Taylor, CFRE, Director of Planned Giving a at the Medical University of South Carolina. Both are instrumental in the planning of the 2023 Carolinas Planned Giving Co...
