Jaclyn M. Vary, Partner with Calfee's Estate and Succession Planning and Administration practice, will speak at "Planned Giving: Working With Estate Planners," a webinar hosted by the Northern Ohio Charitable Gift Planners and the Greater Cleveland Chapter of The Association of Fundraising Professionals on October 21, 2021.
This program is for those involved with Planned Giving programs who would like the opportunity to meet with estate planning professionals and share their organizations’ stories. The webinar will explore not only how best to connect with estate planners, but the most effective approaches Planned Giving professionals can use to present their case once a relationship has been established.
Panelists:
Terri Bradford Eason, The Cleveland Foundation
Jaclyn M. Vary, Calfee, Halter & Griswold LLP
Michael P. Grzesiak, Oberlin College
Moderator:
Tim McCormick, Past President, Greater Cleveland AFP Chapter