Estate Planning Council Young Professionals Charitable Giving Series - How Philanthropy Can Enhance the Estate Planning Conversation.
Join the Young Professionals Committee of the Estate Planning Council of St. Louis at noon on May 5th via webinar (link to be provided) for the first in a four-part Charitable Giving Series of webinars related to charitable giving and planning topics in conjunction with Washington University in St. Louis’ Office of Planned Giving.
The Young Professionals Committee of the Estate Planning Council of St. Louis is a group of estate planning professionals under age 40 or in practice for less than 10 years. The group seeks to offer educational and social opportunities for this group of professionals to grow their practice and knowledge of estate planning techniques and trends.
The Charitable Giving Series is being offered at no charge and is open to registration to all members of the Estate Planning Council and guests.
The first event will serve as an overview on charitable giving and how it can be used in the estate planning process:
How Philanthropy Can Enhance the Estate Planning Conversation
About the presentation: An increasing number of clients are looking to advisors to help them develop a strategy for their charitable giving. Join us for a discussion of how philanthropy can enhance the estate planning conversation and deepen relationships. Discussion will focus on using charitable vehicles for wealth transfer and philanthropy while helping clients fulfill their philanthropic missions, involve the next generation and leave a legacy.
Speaker bio: Mary E. Stahl As regional director of planned giving at Washington University, Mary Stahl works with individuals who want to provide support for all areas of the university. Mary has assisted donors to achieve their philanthropic goals through a variety of planned gifts including bequests, charitable gift annuities, charitable remainder unitrusts and outright gifts. Mary earned her Bachelor of Arts in English and in Communications Theater Arts from Monmouth College and has a certificate in fundraising management from DePaul University. After spending 20 years in healthcare administration, Mary’s career path took an intentional turn into higher education fundraising. Mary worked for six years at her alma mater where she held various leadership roles including directing a successful capital campaign and coordinating the planned giving program for Monmouth College’s alumni and development department. Prior to joining the Washington University planned giving team in 2016, Mary managed the planned giving program for Grinnell College.
