Brown Bag Lunch Meeting: Charitable Giving as Part of an Estate Plan
Please join the Essex County Estate Planning Council on Tuesday, Feb. 23, 2016 for a Lunch & Learn event featuring Dave Edwards, President & CEO of Essex County Community Foundation, who will discuss "Charitable Giving as Part of an Estate Plan."
Description
Professional advisors play a crucial role in crafting an estate plan that fulfills their clients goals and aspirations. And, charitable giving is often a part of many high net worth families' estate planning. This lunch will discuss trends in charitable giving, how to talk about philanthropy with your clients and the tools available to help your clients achieve their philanthropic goals.
Registration
There is no charge for this event, but online registration is required. Lunch will be provided by Essex County Community Foundation!
About Our Speaker
Dave Edwards began his term as President & CEO of Essex County Community Foundation in January of 2015. He brings almost 15 years of successful leadership with community foundations and expertise in the nonprofit sector, and over 15 years of higher education administration experience in the Greater Boston area. Before coming to ECCF, he served for eight years as a principal with Sutherland ~ Edwards LCC, Consultants to Philanthropy, a consulting firm that has worked with over 40 community foundations as well as regional and national nonprofits both nationally and internationally. Before that, Edwards was the founding CEO of the Community Foundation of San Luis Obispo County in San Luis Obispo, CA, where he oversaw all aspects of operations, asset development, marketing and endowment management. During his six-year term there, he worked with the board to grow the Foundation’s total assets from $60,000 to over $23 million. Edwards has deep ties to Essex County. His mother was born in Marblehead and his ancestral grandfather, Francis Norwood, came to Gloucester in the late 1600’s. He holds a certificate in strategic management for nonprofits from Harvard Business school and a master's degree in educational administration from the University of Vermont.
