Planned Giving Council of San Antonio and FPA of San Antonio Event
Guest Speaker: Lesly Bosch Annen │Director for Philanthropy & Communications │ Texas Agricultural Land Trust
“Impactful Philanthropy – It Takes a Team”
About this Program: Clients and donors are interested in making an impact with their philanthropic dollars. All donors at any level, want to know that their gifts are making a difference. More and more, we are seeing lifetime strategies aligned with planned gift strategies resulting in blended gifts and the creation of family philanthropy mechanisms. To ensure that the client’s intent is honored and goals are accomplished, it takes trusted advisors who are willing to work together. During the presentation, Lesly will present some case studies and provide insight into how the team approach can benefit all professionals involved, including attorneys, CPAs, financial advisors, insurance agents, and nonprofit professionals, but most importantly – the client.