Talking With Donors About Their Legacy (and Creative Planned Giving Solutions!)

Event Date: 

Tuesday, November 12, 2019 - 11:30am to 1:30pm

Event Location: 

The Rivers Club

To work more closely with advisors and their clients, you need to know where they’re coming from. Learn how to work together with the advisor and donor to broaden their perspective on creative charitable solutions. In turn. learn how to navigate complex charitable conversations with advisors and donors and know what questions you should be asking to secure the most advantageous gift for the donor and your organization.

Presented by:
Kate McKenzie--The Pittsburgh Foundation
Nicole L. Phatak, Esq--Cohen & Grigsby
Amy B. Razem--The Pittsburgh Foundation

Registration for this program is now closed.  If you have a question about an exisiting registration please contact Sarah at


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