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ENGAGE 2020


The Melton Case: Climbing the Philanthropic Learning Curve (EST, TAX)


Jun 9, 2020 7:00am ‐ Jun 9, 2020 7:50am

Description

The Meltons recently sold a significant family business. With their advisors’ help, they set up a family foundation and have made their first grants. Then comes cordial chaos as the three generations of Meltons try to formulate a plan for grants that align with a shared vision of impact. 

Learning Objectives:
  • Identify when strategic grant-making advice is needed
  • Decide whether you will handle grant-making advice or hand it off

Speaker(s):

  • Phil Cubeta, CLU, ChFC, MSFS, AEP, CAP, Wallace Chair in Philanthropy, The American College of Financial Services
Tags: EST TAX
Category: Early Riser (Onsite and Online)

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