Join us for an interactive conversation exploring engagement with donors and supporting their philanthropy through gifts of securities. This is a hybrid education session: in-person at Okanagan College's Vernon Campus and virtual.
Our speaker is Michele Santos, PFP® Senior Wealth Advisor, Wellington-Altus Private Wealth. As seasoned professional advisor who is passionate about philanthropy, Michele excels at serving clients to strengthen our communities and is an active Board Member of YMCA BC.
Think about what you would most like to learn:
• Is your organization in the early phases of accepting non-cash donations? What do you require for readiness?
• Do you have advanced knowledge but require further technical knowledge or would benefit from specific insights on trends you are seeing?
Michele is ready to thoughtfully field your questions, explore ideas, and create a meaningful learning experience for all.
This is a paid event for members and friends of our chapter. Should your organization be unable to support your attendance, please contact Colleen Cowman, Chair, at cagpbcinterior@gmail.com for assistance.
E105 Boardroom - 7000 College Way
Vernon, BC
Canada