Our next Faith-based advisor study group will be this Friday September 17th at 4PM EST. No registration is required. Please share with a friend or colleague. You may join us at the appointed time by following this link: https://smart.newrow.com/#/room/mey-736 This month's topic: Understanding Giving Vehicles and How They Work Together
Gift planning attorney Jeanne McMains looks at three giving vehicles, how each fulfills different purposes, and how they work together. Using case studies, she demonstrates how the strategic use of these giving vehicles can help clients give more than they may even have thought possible.
National Christian Foundation
Jeanne McMains has been a practicing attorney in the areas of estate planning and charitable giving since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne currently serves as the Vice President of Gift Planning Solutions with The National Christian Foundation where she assists families nationwide with achieving their charitable gift planning goals. Jeanne obtained her law degree from Indiana University on academic scholarship and her undergraduate degree from Purdue University with highest distinction (summa cum laude equivalent) honors.
------------------------------
MARK TRICE
CLEARVISTA FINANCIAL
MTRICE@CLEARVISTAFINANCIAL.COMWaco, TX
5123811510
------------------------------