EPCSED Meeting: The Art and Science of Charitable Giving
Presentation:
The Art and Science of Charitable Giving
Planned giving is both an art and science. The art consists of building authentic relationships with clients/donors and the science is comprised of utilizing the best estate and financial planning vehicles. Many clients would like to include a charitable gift in their estate plan and their advisors play a key role in planting this seed and helping their clients achieve their ultimate goals. In this presentation we will discuss the profile of charitable donors, the most meaningful language advisors can use, stories to share and vehicles used by advisors to assist their clients to create a plan that is most reflective of the legacy they wish to leave.
Presented By:
Debbie Sullivan Roberts was partner in the probate and estate law firm of Sullivan & Sullivan in Chicago for over 20 years before transitioning into Planned Giving. Since then, she has worked in Gift Planning at The Salvation Army, Trust for Public Land, and currently at the Children’s Hospital Colorado Foundation.
Over the past three years she has led and collaborated with foundation colleagues to raise millions in realized estate gifts and documented future estate gifts each year for the hospital. Debbie works closely with financial advisors, estate attorneys, and CPAs to serve generous donors and the Children’s Hospital Colorado. She also holds a master’s degree in communications and is honored to share the compelling legacy stories of philanthropists who make an incredible difference in the many children’s and families lives who are served by the Children’s Hospital Colorado.
Debbie lives in Lakewood, Colorado, has four adult children and three grandchildren. She enjoys spending time in nature with family and friends, hiking, traveling, and volunteering.
Sponsors:
A special thank you to our generous 2025 sponsors:
.jpg)
Meeting Schedule:
7:30 a.m. - 8:00 a.m.: Networking
8:00 a.m. - 9:00 a.m.: Speaker presentation
Meeting Registration:
Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $30 per meeting.
Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply."
Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!
