Join fellow donors from across Cape Ann for a “lunch and learn” seminar about simple ways to enhance the impact of your giving.
About this event
With year-end charitable giving right around the corner, join us for a 1-hour interactive webinar with financial and legal experts to learn how your charitable donations can go further and work harder to benefit your favorite causes AND your own bottom line.
Hosted by Cape Ann Development Warriors in partnership with Greater Cape Ann Chamber of Commerce and Essex County Community Foundation
SPEAKERS Click here for Speaker Bios
David S. McKechnie, CLU, Managing Partner, Beauport Financial Services
Ryan J. Swartz, Director and Vice Chair, Trust and Estates Department, McLane Middleton
Aria McElhenny, Founder, Cape Ann Development Warriors
Stacey Landry, Director of Strategic Giving & Gift Planning, Essex County Community Foundation
Jennifer Mayo, Assistant Director of Gift Planning & Advisor Relations, Essex County Community Foundation
12:00 – 12:05 Intro
12:05 – 12:45 Strategies to Enhance your Charitable Impact
- Appreciated Stock Gifts
- Donor Advised Funds
- Simple Bequests
- Life Insurance Policies
12:45 – 1:00 Q & A
Cape Ann Development Warriors is a group of fundraising professionals from nonprofits on Cape Ann and beyond. We meet monthly to share ideas, support each other, and promote collaboration among local charities for the greater good. We are a subcommittee of the Cape Ann Chamber of Commerce.