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?
Building a Committee
Branding and Marketing
Are you ready to Launch?
The Tool Box
Stewardship and more
Thursday, Octobr 27, 2016
The Blue Coyote Supper Club
9854 Caloosa Yacht & Racquet Club Drive
11:30 am to 1:00 pm
Reservation Deadline Monday, October 24, noon. To register: http://www.ppplee.org/10-27-16-guest-rsvp