• Christina Mehta Prendiville

Mehta Communications to Sponsor October Meeting for The Partnership for Philanthropic Planning of Le

Mehta Communications is the October meeting sponsor of The Partnership for Philanthropic Planning of Lee County. The presentation, "Planned Giving 101: The Basic Building Blocks" will be presented by guest speaker J. Corey Vertich, CFP of Uhler & Vertich Financial Planners.

The presentation will cover the basics of building a planned giving program from the top down. Corey will follow the path to a complete planned giving program that includes a step by step process. This includes:

  • Staffing – What do I need to know?

  • Community resources

  • Building a Committee

  • Branding and Marketing

  • Are you ready to Launch?

  • Scripting

  • Data Mining

  • The Tool Box

  • Stewardship and more

Thursday, Octobr 27, 2016

The Blue Coyote Supper Club

9854 Caloosa Yacht & Racquet Club Drive

Fort Myers

11:30 am to 1:00 pm

Reservation Deadline Monday, October 24, noon. To register:

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