Navigating the Charitable Landscape: A View from the Inside sponsored by Zinner & Co. LLP
Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at 12:00pm (noon) with the meeting beginning at 12:20 pm.
About the Program
There is often a disconnect between how professional advisors and their clients perceive charitable giving conversations. This presentation will explore ways to make the connection and strengthen client relations. Trends in charitable giving and planning opportunities after the 2017 tax law changes will be presented. There will be a deep dive into donor advised funds and you will discover how this vehicle can provide benefits to your clients. The presentation will conclude with discussing some best practices and hot charitable topics that you can share with your clients.
About the Speaker
As Senior Counsel & Director, Donor Relations, Ginger Mlakar oversees the Cleveland Foundation’s donor stewardship program. In this role, she connects donors to their charitable interests. Additionally, she serves as in house legal counsel on charitable gifting and estate administration issues, and facilitates the acceptance of complex charitable gifts. Her previous positions include partner at Thompson Hine LLP and of counsel at Benesch, Friedlander, Coplan & Aronoff LLP. She is also a certified public accountant. Ginger has served on the boards of several area organizations, including the Estate Planning Council of Cleveland, and is currently on the board for the National Association of Estate Planners and Councils and is an AEP ® Accredited Estate Planner. She is an active fellow of the American College of Estate and Trust Council. Ginger has been named among the Best Lawyers in America and the Top 50 Female Ohio Super Lawyers List by Law and Politics magazine. She has received the Cleveland Metropolitan Bar Association's Women in Law Making a Difference and President's Awards, the Cleveland Metropolitan Bar Foundation's Outstanding Leadership Award, and the Estate Planning Council of Cleveland’s 2019 Distinguished Estate Planner Award.
Kimberly Stein, Esq. │ 2019-2020 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 10/07/19, $40 for members at the door, $40 for guests and $200 for a table of six (please submit names to admin@epccleveland.org by 10/04/19). If you reserve and are unable to attend, please call the office to cancel by noon 10/07/19 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. EPC Cleveland will also request credit from the Ohio Department of Insurance. A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
To Reserve, click "Register Now" below.
Thank you to our sponsor:
