‘Building Lasting Legacies’ continuing education program offered Sept. 12
A continuing education program helping area financial representatives to better serve their clients’ financial and philanthropic interests will be offered at the University of Findlay.
UF’s estate and planned giving council will present “Building Lasting Legacies: A Win for Advisors, Clients, and Non-Profits” from 7:30 to 10 a.m., Thursday, September 12.
Program participants are eligible for two hours of CEUs for Ohio insurance, CFRE, CPA, legal CEU, or CFP.
Guest speakers include Eileen Savage and Kristin Hermann, fundraising administrators at Cranbrook Educational Community in Bloomfield Hills, Michigan. They will discuss how to align the roles of advisors, not-for-profit missions, and client goals for a successful planned giving strategy.
Kenneth McIntyre Jr., UF vice president of advancement, said the program will be beneficial for any finance, insurance, legal, banking, or non-profit professionals who are helping clients make financial and tax decisions.
“Eileen and Kristin bring extensive experience in guiding families to create their philanthropic legacies. They will lay the groundwork for becoming more adept at uncovering and exploring clients’ charitable intentions,” he explained. “They will be sharing real-world case studies demonstrating the benefits of planned giving for all parties involved.”
Along with serving as vice president and chief advancement officer at Cranbrook, Ms. Savage serves on the faculty of the Indiana University Lilly Family School of Philanthropy. Previously, she was the associate vice president of institutional advancement at the J. Paul Getty Trust.
Ms. Herman, J.D., is a certified fundraising executive (CFRE) and director of individual and planned giving at Cranbrook. She also worked in development at Eton Academy in Birmingham, Michigan, and Fordham Law School in New York City. She previously served 15 years as a practicing finance and real estate attorney.
The cost of the program is $25, with breakfast included, and it will take place at the Winebrenner Building, Room 254. Register by September 1 at https://oilers.findlay.edu/pages/events/planned-giving-professional-development or contact Jamie Orians at 419-297-3390 or jamie.orians@findlay.edu.
Post Views: 87
Latest Newsroom
- Creator of PBS children’s show ‘Arthur’ to speak at UF May 10The University of Findlay’s Mazza Museum invites area residents on Saturday, May 10 to an evening of storytelling, art, and fun with Emmy Award-winning illustrator and author Marc Brown. The creator of the beloved “Arthur” books and PBS children’s series […] The post Creator of PBS children’s show ‘Arthur’ to speak at UF May 10 appeared first on Findlay Newsroom.
- Indy 500 winner Sam Hornish Jr. to speak May 2 at ‘Fridays at Findlay’The fast lane of professional auto racing will take the driver’s seat for the May 2 “Fridays at Findlay” presentation at the University of Findlay. Sam Hornish Jr., Indy 500 winner and NASCAR driver, will speak on “Life Lessons from […] The post Indy 500 winner Sam Hornish Jr. to speak May 2 at ‘Fridays at Findlay’ appeared first on Findlay Newsroom.
- Generous UF alumni and friends set new records on Day of Giving 2025University of Findlay alumni, friends, faculty, staff, students, and the local community came together on Day of Giving 2025 to support “the full Findlay experience” for a new generation of Oilers – and they also set several new records in […] The post Generous UF alumni and friends set new records on Day of Giving 2025 appeared first on Findlay Newsroom.
- Mazza Museum Enhanced for Color BlindKiwanis Club Enhances Mazza Museum Experience for Color Blind Visitors The University of Findlay’s Mazza Museum has expanded its accessibility accommodations with EnChroma glasses for color blind individuals, thanks to a generous gift from the Kiwanis Club of Findlay. The […] The post Mazza Museum Enhanced for Color Blind appeared first on Findlay Newsroom.
- 20th Annual Spring Horse Sale at the University of FindlayThe University of Findlay’s equine marketing class will present the 20th Annual Spring Horse Sale on Saturday, April 26th at the Western Farm’s Dale Wilkinson Arena located at 14700 Ohio 68, south of Findlay. Riding demonstrations are set to begin […] The post 20th Annual Spring Horse Sale at the University of Findlay appeared first on Findlay Newsroom.
- ‘Farmyard Fables’ at Mazza Museum for Funday Sunday on April 6Down-on-the-farm family fun will be featured April 6 during the “Funday Sunday” program at University of Findlay’s Mazza Museum. The event, which is free and open to the public, features the theme of “Farmyard Fables.” “I’m very excited for our […] The post ‘Farmyard Fables’ at Mazza Museum for Funday Sunday on April 6 appeared first on Findlay Newsroom.
