Wednesday, January 11, 2023

A Conversation with Claudia Sangster About "Melding the Technical, Emotional, Legal, and Legacy-Building Skills Needed for Successful Gift Plans for Donors and Clients"

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.

Claudia B. Sangster

Speaker: Claudia B. Sangster, Founder & President, C Sangster, LLC, is an independent consultant specializing in financial education, family decision-making, and relationships around money and wealth.

Claudia has over 30 years of experience in advising individuals and families in financial education, estate planning, family governance and philanthropy. Prior to starting her own consulting practice, Claudia was the Director of Family Governance and Education at Northern Trust. Prior to joining Northern Trust, Claudia was with Harris CTC | myCFO, where she served as the Director of Philanthropy, Estate and Trust Services.

 

Benefit of Membership:

This virtual session is complimentary for members of the National Capital Gift Planning Council* and $25 for non-members. Being a member of the National Association of Charitable Gift Planners (CGP) does not qualify for complimentary registration.

If you are not a member of NCGPC and you inadvertently register as one, you will not be provided the Zoom link. If you are unsure of your membership status, please contact us — or better yet, consider joining/renewing! Your membership pays for itself if you attend only the six virtual monthly programs.