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Legal Techniques
November 15th
10:00 AM EST - 11:30 AM EST
Charitable Planning & Gifting Symposium
Join us on Zoom, Wednesday, November 15 from 10-11:30 a.m.
Unlock the secrets of philanthropic sustainability with Shelters of Saratoga's Planned Giving symposium, hosted by Managing Partner and Founder of Sage Hill Family Office, Philip J. Toffel, JD.
On the agenda:
- Gauging Your Financial Independence
- Qualitative Factors in Giving
- Planning, Planning, Planning
- and much more!
Designed to empower, this online class delves into the world of planned giving, helping you achieve your philanthropic goals and build your legacy!
10:00 AM EST - 11:30 AM EST
Moderators:
Philip J. Toeffel, JD
Managing Partner and Founder
Sage Hill Family Office
Philip acts as counsel, trustee, and family office to select families throughout the country. Phil and his Sage Hill team represent clients in such professional areas as estate planning, investment portfolio management, and executive benefits strategies.
Charles Joseph, CAP
Throughout a 40 career, Charlie has helped both individual and nonprofit clients manage, preserve and grow their assets using a comprehensive approach to financial, philanthropic, and risk management planning. Many years ago, Charlie devoted his financial experience and personal professional goals in pursuit of specializing in charitable planning for individuals and philanthropic organizations. Charlie completed the Chartered Advisor in Philanthropy® (CAP) certification at the American College and the Wealth Management Certificate Program at The Wharton School of the University of Pennsylvania.
C O N T A C T
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Questions? Email rroyce@sheltersofsaratoga.org or call 518.581.1097 ext. 307
REGISTRATION