Engage in Meaningful & Impactful Conversations & Discussions about Planned Giving

  • July 17, 2024
  • 12:00 PM - 1:30 PM
  • U.S Naval Academy Alumni Association & Foundation - 301 King George Street, Annapolis, MD 21402

Registration


Register

Three topics. Three seasoned professional.

Three great discussions.


Seasoned professionals will lead three meaningful discussions about planned giving during this interactive session. You choose whether to stay with one topic for the entire session, or participate in all three conversations. Regardless, bring your questions to hear what our seasoned professionals and your colleagues have to say.


Featured Speakers


Multi-Generational Philanthropy: Engaging the Next Generation

Facilitated by David Thompson, CAIA

J.P. Morgan.

David oversees client relationships, providing strategic advice to individuals, families, and their related entities. He facilitates access to the firm's internal resources and provides holistic advice across a range of strategies, including: investments, credit, banking, pre-transaction planning, estate planning, and charitable giving.


Donor Advised Funds

Facilitated by Rosemary Calderalo, Ph.D.

Community Foundation of Anne Arundel County

Rosemary assists in the cultivating and stewarding relationships with current and prospective donors, as well as professional advisors, including members of the Anne Arundel Estate Planning Council (AAEPC). She assists them with trusts, estate planning, and other deferred gifts to help their clients achieve a lasting philanthropic legacy in the community.



IRA Giving and IRAs in General

Facilitated by Peter D Evans, CPFA

Merrill Lynch Wealth Management

Peter is the Senior Financial Advisor for the Evans Group. He focuses on creating long-term, personalized wealth management strategies in addition to overseeing portfolio analysis, design, and management.








Registration

Member - $50

Non-member - $75

Event Policy

Click here to view the event policy.

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