Philanthropic Planning in the African American Community
Case Study: Peter and Charlotte Cade
In this presentation, we’ll unpack a myriad of topics that advisors should be aware of, and discuss how to address them to assist the Cade family. The Cade family information touches on planning challenges and the need for creative thinking when it comes to addressing their legal, tax, financial, business, and charitable giving needs:
• As an advisor - what is the first thing you would do?
• What concerns and issues do they have that you can assist them with?
• Do you have ideas to help them achieve their goals today and in the future?
The case study will show case philanthropic, estate and financial planning concepts – with the focus on philanthropy planning. The purpose is for you as advisors and gift planners to use the case study as a tool to learn, share, and practice with others in your organizations (or anywhere!).
The case study was created by Aquanetta Betts, JD, CAP®, AEP®, CFRE for the Center for Philanthropy and Social Impact, The American College of Financial Services. Dien Yuen, JD/LLM, CAP®, AEP® is Executive Director, Center for Philanthropy and Social Impact, The American College of Financial Services, and Blunt-Nickel Professor in Philanthropy.
About the Speaker
Aquanetta Betts, JD, CAP ®, AEP ®, CFRE
George Mason University
Director of Planned Giving
Prior to joining George Mason University, Aquanetta was the Senior Executive Director of Planned Giving at World Vision (Eastern U.S.). Before her roles within organizations, Aquanetta worked for more than a decade as an estate planning attorney in the District of Columbia and Maryland. She is the President of the Chesapeake Planned Giving Council, and serves on the board of the Baltimore Estate Planning Council. She also serves in leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section, the International Association of Advisors in Philanthropy, and the National Association of Charitable Gift Planners where she is a board member and has served on their Diversity, Equity, and Inclusion Taskforce, Development Committee, and Mentor Program Committee.
Thank You to our Chapter Gold Sponsors
Thank you to our Chapter Silver Sponsors
Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor.