Charity Begins at Home: Donor-Advised Funds and Family Giving

Date: Thursday, April 28, 2016
Time: 7:30am - 9:00am
Location: Denver Athletic Club, Ballroom
Speaker: Wes Mashburn

Denver Athletic Club

1325 Glenarm Place, Denver, CO 80204

Ballroom

 

The Program:

Charity Begins at Home: Donor-Advised Funds and Family Giving

 

Presented By:

M. Wesley Mashburn, Senior Manager, Gift Planning Services, is a Certified Specialist in Planned Giving and is a member of the Partnership for Philanthropic Planning, the Nonprofit and Estate Planning sections of the Utah State Bar, and the Utah Valley and Salt Lake estate planning councils. He currently serves as a board member of the Utah Planned Giving Roundtable. Wes also sits on the governing council of LDS Philanthropies. Wes has also served on Brigham Young University’s Athletic Advisory Council. Wes has been a guest lecturer at Brigham Young University in prelaw and nonprofit management courses and taught community college law courses. Before joining LDS Philanthropies in 2001, Wes was an associate attorney at the law firm of Ballard, Spahr, Andrews, and Ingersoll in Salt Lake City. Wes has also served as a law clerk for the U.S. Senate Judiciary Committee and for the Nevada Supreme Court. Wes graduated summa cum laude from Brigham Young University in 1992 and received his Juris Doctor (magna cum laude) from the Brigham Young University J. Reuben Clark Law School in 1995, where he was executive editor of the Journal of Public Law and earned membership in the prestigious Order of the Coif.

The meeting begins with breakfast at 7:30 a.m.  Free parking is available in the Denver Athletic Club parking garage.  Please notify the parking attendant that you are there for the meeting.

Members are invited to bring guests.  We do not charge for guests at this time.  Printed copies of the presentation will not be available at the meeting.  A copy of the presentation will be available on the website prior to the meeting.

 

This presentation is sponsored by:

 

 


 

This presentation qualifies for CPE credit in Colorado.

Learning objectives: This program is intended to inform participants on Estate Planning Issues.

Instructional delivery method: Live instructor

CPE credits: 1 (one) hour

Field of study: Estate Planning

Prerequisites: None

Program Level: Basic

Advance Preparation: None

Program Description:

Course Registration Requirements: Respond to Evite invitation or email Stephanie Hill at steph.hill@yahoo.com

Refund Policy: N/A, cost included in annual membership dues

Complaint Resolution Policy: Complaints regarding CPE programming can be submitted to DEPC, P.O. Box 370596, Denver, CO 80237 or to denverecp@gmail.com.

 

You are invited to email our office manager, Stephanie Hill, at steph.hill@yahoo.com with any questions.

Related Document(s):

See Upcoming Event Calendar