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ARTICLES

Staying Strong - What nonprofits can do during tougher economic times -  

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7 Rules for Marketing Planned Gifts to Donors  - Learn More


5 WAYS FINANCIAL ADVISORS HELP CHARITABLE GIVING - Learn More

THE ADVISOR’S ROLE IN HELPING CLIENTS WITH MEANINGFUL LIFE TRANSITIONS - Learn More

RESOURCES

GLOSSARY OF LEGAL, CHARITABLE AND FINANCIAL TERMS 

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NACGP Standards for Gift Planning Success

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MODEL STANDARDS OF PRACTICE FOR THE CHARITABLE GIFT

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Helpful Resources


Past Meetings

Mike Valone, CFA®, CAIA® 

Mike Valone, Vice President, Financial Advisor, CAPTRUST was the presenter  for The Planned Giving Council of Lee County at the Broadway Palm Dinner Theater on February 23, 2023. He gave an very informative presentation covering all aspects of an Endowment.  

We are pleased to share the link to Mike's powerpoint presentation on the right.  It is our hope that you find this as a valuable resource. 

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