Strategic Philanthropy: Empowering Clients and Communities Through Purposeful Giving
Date: Friday, June 27, 2025
Time: 11:30am - 1:00pm
Location: State College Borough Building, Room 201 (Community Room)
Speaker: Kerry Tolton, Development & Stewardship Director, Centre Foundation and Tye Cressman, Esq., CELA, Loviscky & Cressman
During this presentation, Kerry Tolton and Tye Cressman will address the following three points as part of the Professional Advisor and Philanthropic Professional partnership:
1) Why Philanthropy Matters: Exploring the Value of Charitable Giving and the Unique Role of Community Foundations.
2) Integrating Philanthropy into Financial and Estate Planning: Approaches for Advisors to Engage Clients in Meaningful Giving Conversations.
3) Creating Win-Win-Win Outcomes: How Philanthropic Planning Benefits Clients, Advisors, and Our Community.
Lunch will be provided. This event is sponsored by Centre Foundation
