Estate Planning with Johni Hays, J.D., FCEP
Date: Wednesday, March 20, 2019
Time: Noon – 1 p.m.
Location: Stonehill Franciscan Services 3485 Windsor Ave. Dubuque, IA
Cost: AFP Members Complimentary; Non-Members: $10 (A light lunch will be provided)
This new presentation (not offered in Dubuque before) will be facilitated by Johni Hays, J.D., FCEP and is catered to the Development/ Fundraising Professional to help understand what your donors want to know about estate planning, taxes, and the greater good.
With this 45 minute session, you will gain knowledge that will help you steward gifts that meet your donors’ intentions and fulfill your fundraising needs by increasing your own knowledge of what donors need to know to make savvy decisions about their estate. Thompson and Associates helps donors and fundraisers alike to understand values-based estate planning. Learn about different vehicles for planned giving/estate gifts and have an opportunity to ask questions from an expert in the field.
***Advance registration is required for this session. Please confirm your attendance by contacting Courtney Leonard at courtney.leonard@clarke.edu. ***
Directions to the Stonehill Franciscan Services Education Center: Take the first driveway into Stonehill- there will be a sign that says Stonehill Wellness Center, Human Resources, Crescent Dental Clinic, turn left in the driveway and go down the hill to the back of the building. Enter the door that says "Finance Department, Development Director" above the door. Visitors may park in Lot 4, or the next lot over, or on the street.