October 25, 2016

Arnerich Massena Hosts Charitable Giving Strategies and Estate Planning Forum

We’re excited to announce that Arnerich Massena will be hosting an upcoming Learn Share Connect event, “Charitable Giving Strategies and Estate Planning,” a luncheon forum to discuss trends in the world of philanthropy and estate planning. The event will take place at the Multnomah Athletic Club on Tuesday, November 15 from 11:30 – 1:30 p.m.

The “Charitable Giving Strategies and Estate Planning” forum will be a platform for discussing philanthropic giving strategies, including options for giving, donor expectations in today’s marketplace, how to identify philanthropic causes and initiatives, and the venture philanthropy and impact giving movement. Ken Weber, Consultant and Founder of Zynga Foundation will moderate, and the panel discussion will feature four speakers: Julia Reed, Senior Relationship Manager at Schwab Charitable; Mark Holloway, CEO of Social Venture Partners; Johanna Thoeresz, Chief Development Officer at Oregon Community Foundation; and Pat Green, Partner at Davis Wright Tremaine.

There is a great deal going on in the world of charitable giving. Philanthropists should feel confident that their efforts are having an impact, which requires planning and strategy, just as an investment strategy would. How do you find the right organizations and how do you measure your impact? And as a non-profit organization, how do you demonstrate to your donors the effects of their giving? Finally, how will the outcome of the election affect estate planning? We’re looking forward to generating a lively conversation on these topics.

We believe this is an important discussion to have, and we’re excited to host this event. Our panelists bring a tremendous amount of expertise and knowledge, as well as having a pulse on trends in the world of philanthropy.

The “Charitable Giving Strategies and Estate Planning” event is open to the public but seating is limited. For those unable to attend, a recording will be made available following the event. For more information about the event, to RSVP, or to be included in distribution of the recording, please contact Anita Kekona at akekona@am-a.com or 503.808.9649.

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