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November 2018 Luncheon - Generational Giving
Women's University Club
1105 Sixth Avenue
Seattle, WA 98101
Monday, November 12, 2018, 11:30 AM - 1:30 PM EDT
Category: Events

Generational Giving

This presentation is designed to enlighten the Planned Giving Professional the vast opportunities available to serve Generous Clients from an Intergenerational perspective. It will include some “hands-on” tools and exercises available to counsel Intergenerational families. These tools have been designed to uncover the spirit of generosity already inside of Adult Children and Adult Grandchildren. Some of the basic Fundamentals of Values-Based Legacy Planning will be discussed, as they are the backdrop from which Intergenerational Generosity is cultivated. We will go deeper into the context and content of The Intergenerational Philanthropic Conversation, and wrap up this interactive presentation with three very real Intergenerational Client Stories, each one with their own unique blend of Intergenerational Giving!

Featured Speaker:

Alan Pratt,esident, Pratt Legacy Advisors

Mr. Pratt has been active the financial services industry for 40 years. Earning his Chartered Advisor in Philanthropy designation in 2006 he currently counsels families on strategies to responsibly transition family wealth to the charities they are passionate about. He is a recognized industry expert in intergenerational wealth stewardship and speaks to audiences around the country on wealth preservation and stewardship. He also serves as Chief Ambassador for The International Association of Advisors in Philanthropy.


Cost:

Members: $37.50 | No Lunch - Free
Non-members: $50 | No Lunch- $10
All walk-ins with lunch: $50


Members who register a non-member guest for a lunch meeting can receive a $10 discount code for a future lunch. To receive the discount, the non-member guest must be registered for a luncheon with a meal. You will be contacted following the event with details.    

WPGC Late Registration Policy - Late registrants or walk-in participants are not guaranteed meal requests. You will only be charged for meals if you are served.  To ensure your dietary needs are met, please register for luncheons in advance - registration closes at noon on the Thursday prior to our Monday luncheons. 


Additional Details:

*If you're driving to Women's University Club, please give yourself a few extra minutes. The small parking garage on-site is for Club members only.  Please take advantage of a number of nearby parking garages.  One suggestion is the WAC parking garage. If you care to search for other options, visit the Seattle Parking Finder website.


Contact: WPGC Office, 206-209-5276