Connecting with the Generations - a Discussion on Philanthropy sprd by The Cleveland Clinic
Date: Tuesday, October 11, 2011
Time: 12:00 PM - 1:30 PM
Location: The City Club - 850 Euclid Ave.
Speaker: Nancy McCann & Nelson J. Wittenmyer Jr., JD, LL.M.
LOCATION: The City Club, 850 Euclid Ave., Cleveland (Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after 11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation.)
About the program…
Research supports the critical role advisors have in their clients’ philanthropic decisions. The estate planner working on a will, the financial advisor sorting through investment strategies and the family business advisor helping a family prepare for succession all have compelling reasons to raise the subject of philanthropy with their clients. This will be a discussion that explores the giving behaviors of different generations and suggests ways that we can become initiators, engaging our clients in mutually beneficial, values-based estate planning.”
Nancy McCann is the Senior Director of Gift Planning at the Cleveland Clinic Foundation. In addition to being responsible for the continuing development and implementation of Cleveland Clinic’s comprehensive gift planning program, she oversees administration of Cleveland Clinic’s Pyramid Legacy Society and the new allied professional society, “Allied Partners in Philanthropy.” With an accounting background and 20+ years of experience working in the planned giving sector, Nancy has served as the Director of Development for the Community West Foundation and as the Director of Gift Planning and Donor Relations for the Cleveland Foundation. Nancy, who started her career with Deloitte, was chair of LEAVE A LEGACY® Northern Ohio, and currently serves as a member of the Planned Giving Advisory Board for Cleveland Metroparks, the Development Committee for the Conservancy of the Cuyahoga Valley National Park, and the Buckeye Trail Association.
Nelson J. Wittenmyer, Jr. is the Vice Chairman of Institutional Relations & Development at the Cleveland Clinic Foundation and oversees Alumni Relations, Cleveland Clinic Florida, Gift Planning, Lerner Research, and Stewardship. In addition as serving as liaison to the Clinic’s General Counsel, Finance, and Real Estate divisions, Nelson has vast gift planning experience and assists individuals around the world in planning their gift to Cleveland Clinic. Before joining the clinic, Nelson practiced law in the Cleveland offices of Jones Day and Benesch, and has served as an adjunct professor in the Masters of Taxation program at Case Western Reserve University’s School of Law and the University of Akron’s school of Business. Additionally, Nelson has served on the Board of Directors of the Partnership for Philanthropic Planning and as President of the Northern Ohio Planned Giving Council, as well as consultant to numerous non-profit development departments throughout the Great Lakes region. Currently, Nelson is also the Associate volleyball coach at Case Western Reserve University.
Michael T. Novak, CPA, PFS, AEP®, 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 $20 for members when paid in advance before noon 10/10/11. Meeting cost is $30 for members at the door and $30 for guests. If you reserve and are unable to attend, please call the office to cancel by noon 10/10/11 to avoid a no-show reservation billing.
New this season! Purchase a table at the monthly luncheon… $200 / six guests. (Submit names to admin@epccleveland.org by 10/10/11)
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees that feel the program satisfies their continuing education requirements.
To reserve click "RSVP Now!" below.
This event is sponsored by:
