Professional Advisors Group Established
Over forty established professionals and Foundation supporters attended the first Professional Advisor Group Seminar. This Group is a bridge between the Foundation and those professionals in the community to whom our neighbors turn for expertise and counsel in considering how to arrange their financial and tax affairs. It is crucial to our mission, to help those donors accomplish their objectives and to also help other not-for-profit organizations gain appropriate support from their donors, that these professionals know our work and support our efforts.
Kate Hovis, a member of the Foundation's board, has ably brought this Group together. This informative event is the first opportunity they have had to begin building this bridge and creating these opportunities. Kate provided a solid panel presentation, which touched on four key tax considerations that donors will need to take into consideration when making their personal financial plans and their plans for major gifts.
Featured at the breakfast meeting was Michael Walden. Given his widely recognized expertise regarding North Carolinas emerging experience in the Global Economy, Dr. Walden gave an encouraging assessment of how our state, and in particular the Triangle region will fare during this period of economic turmoil. His remarks provided an important context for donors to continue to plan and to make major gifts in the coming months.
Future events of The Professional Advisor's Group will feature continuing education credit for lawyers, accountants and certified financial planners. Of this first event, Kate Hovis said, " Given the extraordinary opportunity to hear Dr. Walden speak, we wanted as broad group as possible to hear his current, important thinking. Moreover, having both professionals and some of their clients present, embodied the vey purpose of The Group. After all, our purpose is to facilitate philanthropy by connecting professionals, donors and our not-for-profit sector for the betterment of our community."
