“WHAT’S IN YOUR TOOLBOX?”

Please join us for this informative program. This special presentation will focus on starting the conversation with donors on charitable giving. Carol Kroch, Managing Director at Wilmington Trust, will help donors assess their charitable goals to create tax-efficient charitable gifts that fit the donor’s values, income and wealth preservation needs, and assets. In addition to reviewing the “charitable toolbox”, Ms. Kroch will address some of the biggest mistakes donors make in charitable giving.

Special thanks to our friends at Wilmington Trust for their assistance and development of this program for our Consortium members and guests.

OUR PRESENTER

CAROL G. KROCH
Administrative Vice President, Managing Director, Wealth and Philanthropic Planning
Wilmington Trust, N.A.

TIMES:   

7:30 a.m.   -  Registration and Breakfast Buffet
8 – 9 a.m.  -  Presentation

Meeting will be held in the Lounge/Loggia on the second floor of the Saturn Club.

THANK YOU TO OUR MONTHLY PROGRAM SPONSOR:

One Fountain Plaza, 12 Floor  •  Buffalo, NY 14203  •  www.wilmingtontrust.com

SPONSOR CONTACT:
Margaret Massman
716.848.7795 • [email protected]

Their support has made this program possible. If you are interested in learning how you can become a monthly sponsor, please contact [email protected] or call 508-0742.

The Western New York Planned Giving Consortium, Inc. is a not for profit professional organization which was founded in Buffalo in 1993. We are a local council of the Partnership for Philanthropic Planning headquartered in Indianapolis. Our mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor.