Upcoming Regional Networking Reception/Meeting of the

Community Foundation Professional Advisors Council

Rhinebeck

at the

Wilderstein Historic Site

We will gather at the 1889 Gate Lodge, 292 Morton Road

 (Brown shingled building)

Wednesday, July 15, 2009
4:00 p.m. - 5:30 p.m.

Future receptions/meetings will be held approximately every other month in locations throughout the region.  Be sure to bring your business cards.

Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, you are aware that the opportunity for you to help your clients achieve their philanthropic goals is both a privilege and a challenge.

During the reception we will give a brief presentation to familiarize the attendees with the various fund options to benefit a full range of charitable causes, and also the affordable contribution required to create and help build endowment funds allowing anyone to become a philanthropist.

The Community Foundations serving Dutchess, Ulster and Putnam counties are a resource for you as well as a philanthropic partner for your clients.  A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals, as well as receive the full benefit of their contributions while supporting the charities of their choice.

We have an outstanding reputation for integrity and service to donors. And we've developed unique resources for you to use in helping donors craft their charitable giving plans.   
 
The Professional Advisors Council, chaired by Stephen E. Diamond, Esq., is pleased to provide this opportunity for you to network with other professional advisors and the Community Foundation.

We hope you will plan to join us.  A flyer is attached for your convenience.