Wednesday, January 11, 2023
Claudia Sangster
A Conversation with Claudia Sangster About "Melding the Technical, Emotional, Legal, and Legacy-Building Skills Needed for Successful Gift Plans for Donors and Clients"
Speaker: Claudia Sangster, interviewed by Jim Normandin
11:30 AM - 1:00 PM
Over the course of a gift planner's career, a gift planner will see a wild range of ideas from donors, clients, and advisors. Starting her professional career as a practicing estate planning lawyer to becoming a planned giving officer, to then advising clients in all aspect of philanthropy and finally as an advisor to mega wealthy families on estate planning, philanthropy, family governance and financial education, Claudia Sangster has seen it all! In this session, Jim Normandin will facilitate her sharing what she's learned from her career through both the legal, fundraising, and professional advisor perspectives and the skills planned giving officers need to today to develop a successful gift plan.
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