Join us
for an interactive conversation exploring engagem
ent with donors and supporting their philanthropy
through gifts of securities. This is a hybrid educ
ation session: in-person at Okanagan College's Ver
non Campus and virtual.
\n
\n Our spea
ker is Michele Santos\, PFP® Senior Wealth Advisor
\, Wellington-Altus Private Wealth. As seasoned pr
ofessional advisor who is passionate about philant
hropy\, Michele excels at serving clients to stren
gthen our communities and is an active Board Membe
r of YMCA BC.
\n
\n Think about what yo
u would most like to learn:
\n • Is your org
anization in the early phases of accepting non-cas
h donations? What do you require for readiness? <
br />\n
\n • Do you have advanced knowledge
but require further technical knowledge or would b
enefit from specific insights on trends you are se
eing?
\n
\n Michele is ready to though
tfully field your questions\, explore ideas\, and
create a meaningful learning experience for all.\n \n
This is a paid event for members and fr iends of our chapter. Should your organization be unable to support your attendance\, please contact Colleen Cowman\, Chair\, at cagpbcinterior@gmail. com for assistance.
DESCRIPTION:Join us for an interactive conversation exploring engagement with donors and supporting their philan thropy through gifts of securities. This is a hybr id education session: in-person at Okanagan Colleg e's Vernon Campus and virtual. \n \n \n \n Our spe aker is Michele Santos\, PFP® Senior Wealth Adviso r\, Wellington-Altus Private Wealth. As seasoned p rofessional advisor who is passionate about philan thropy\, Michele excels at serving clients to stre ngthen our communities and is an active Board Memb er of YMCA BC.\n \n \n \n Think about what you wou ld most like to learn: \n \n • Is your organizatio n in the early phases of accepting non-cash donati ons? What do you require for readiness? \n \n \n \n • Do you have advanced knowledge but require fu rther technical knowledge or would benefit from sp ecific insights on trends you are seeing? \n \n \n \n Michele is ready to thoughtfully field your qu estions\, explore ideas\, and create a meaningful learning experience for all.\n \n \n \n This is a paid event for members and friends of our chapter. Should your organization be unable to support you r attendance\, please contact Colleen Cowman\, Cha ir\, at cagpbcinterior@gmail.com for assistance.\n \n CATEGORIES:Chapter Event CALSCALE:GREGORIAN DTSTAMP;TZID=America/New_York:20261117T120000 DTSTART;TZID=America/New_York:20261117T120000 DTEND;TZID=America/New_York:20261117T130000 LOCATION:Okanagan College - Vernon Campus\n E105 Boardroom - 7000 College Way\n Vernon\, BC\n Canada\n URL:https://www.cagp-acpdp.org/fr/civicrm/event/info?reset=1&id=1719 END:VEVENT END:VCALENDAR