Simple Registration

When:  Jan 26, 2021 from 09:00 AM to 10:00 AM (ET)

When & Where

Dial-in Instructions:
This will be a virtual event via webex. Link will be sent to registered attendees prior to the meeting.

Jan 26, 09:00 AM - 10:00 AM (ET)

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Description


Title: Charitable Considerations of a Planned Giving Program
Date: January 26, 2021 
Time: 9am EST
Platform: WebEx. 
Registration: Register by January 24, 2021 at 5 pm. You will be sent the WebEx link prior to the meeting

Description:
Leslie Doyle, Managing Director and Private Client Advisor at Bank of America, will give AFP members and their guests what they need to know about planned giving programs and vehicles from the financial advisor side of the table.

Presenters:

Leslie Doyle, Managing Director at Bank of America

As an Institutional Client Advisor, Leslie consults with institutional and nonprofit organizations to help them pursue financial stability, mission fulfillment and long-term growth. Closely attuned to challenges and opportunities that these nonprofits face, Leslie leads dynamic engagement with client priorities by coordinating the full resources of U.S. Trust in her interactions. She aligns investment offerings and philanthropic services with the unique needs of educational endowments, arts and cultural institutions, healthcare and faith-based organizations and foundations.

Lee Parker, Senior Vice President, Philanthropic Client Manager at Bank of America Private Bank

Lee Parker is a Vice President and Philanthropic Client Manager with Bank of America Private Bank. In her role, Lee serves as the primary liaison and service provider for philanthropic foundations and non-profit institutions. Lee leads a team of specialists customized to help meet the philanthropic priorities of each client by leveraging the intellectual capital of the bank. Cultivating strong relationships, maintaining a personal touch, being readily accessible and keeping clients informed are distinctive elements of her reputation.

Prior to joining Bank of America Private Bank, Lee served as the Senior Director, Philanthropic Advisory Services for the Greater Washington Community Foundation, one of the largest community foundations in the nation. Lee spent 17 years working for local and regional foundations in the greater Washington region, where she held several senior-level positions overseeing multi-million dollar community investment portfolios. Lee earned her Bachelor of Arts degree from the University of Maryland University College with a concentration in Communications.

Pricing

registration type
regular
    All Registrants
$0.00

Contact Information

Jan Dungan

info@afp-hr.org