Finding A Philanthropic Solution That Works For Your Clients
.MANY THANKS TO OUR SPONSOR -
STEPHANIE MAIOCCO of BLOCS - Business Leadership Organized for Catholic Schools 
For our second program of the 2024/2025 Council year we have Cynthia R. Pritchard CFRE and SVP of Wells Fargo Bank Wealth and Investment Management Division who serves as Executive Director and Senior Philanthropic Specialist. She has been serving the philanthropic needs of individuals, families, and nonprofit organizations for Wells Fargo's Eastern region. She holds the CFRE credential, which demonstrates commitment and competence in ethical and effective fundraising, as well as knowledge of the latest trends and best practices in the field. In her presentation she will cover the various reasons and methods for giving to include annuities, trusts, foundations, organizations and donor funds.
Attorney CLE and CPA course credit is available to attendees. .
