How and When to Say No to Bad Gifts – seminar

March 7, 2011 by · Leave a Comment 

Kentucky readers – Nash will be moderating this session on How and When to Say No to a Charitable Gift

A panel discussion for charitable gift planners, legal and financial advisors, and nonprofit professionals. Join Central Kentucky Planned Giving Council for lunch and special guest panelists:

  • Foster Ockerman, Jr., General Counsel, Resources in Healthcare Management LLC
  • Victoria A. Myers, Chief Development Officer, UK HealthCare
  • Elizabeth “Bunny” Kelton, Tax Manager, Barr, Anderson & Roberts, P.S.C.

All charitable gifts are not good ones. Bad planning can lead to liabilities both for the donor and for the nonprofit organization. Learn how and why to say no to a gift. Panelists will discuss case studies and the use of gift acceptance policies.

When:    March 23rd, 11:30 – 1:00 pm

Where:   4th Floor Conference Room

Fifth Third Bank

250 West Main Street, Suite 100

Lexington, KY 40507

Costs:    $20 members, $25 nonmembers, lunch included

RSVP by March 21, 4:00 pm to: Angie Coburn – acoburn@wyattfirm.com

859-288-7625

About Anne Nash
Anne E. Nash is Principal and Owner of My Giving Advisor, LLC, a philanthropic advising firm located in Lexington KY. Nash is a lawyer, charitable gift planner, former foundation CEO, and social innovator. She works with foundations, corporations, and nonprofits to maximize their philanthropy. With past experience as both a funder and a fundraiser, Nash offers a skill set and knowledge that is based on actual success not merely theory.

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