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The Community Foundation: Partnering to Enhance Client Experience Through a Variety of Charitable Tools, Philanthropic Expertise and Community Insight CLE
March 13, 2024 @ 12:00 PM - 1:15 PM
Sponsored by the Delaware Community Foundation | DCF
1.3 Hours of CLE credit for Delaware Attorneys
1.00 Hours of CLE credit for Pennsylvania Attorneys
This seminar will be held in two locations:
The Delaware Contemporary Museum located on the Wilmington Riverfront- 200 South Madison Street, Wilmington, DE 19801
Georgetown at the Tunnell & Raysor– 30 East Pine Street, Georgetown, DE 19947
Please contact reception@dsba.org for any questions about the facility or credits.
Learn how the professional expertise and place-based focus of the community foundation can help you better serve your philanthropic clients. Through a donor-centric and collaborative approach, the community foundation team can work with you and your clients to explore a range of options available to help them achieve their short and long-term charitable goals and/or leave a meaningful personal or family legacy. Giving through the community foundation can also be an important strategic component of estate, life-event, business and financial planning, providing immediate or future tax benefits. Introducing our speaker, we will hear from Gregory J. Weinig, Esquire of Connolly Gallagher.
Speaker:
Rebecca Elzey, CAP®
Senior Compliance & Operations Officer
11:30am- Check in and Lunch
12:00pm-1:15pm- CLE followed by Q & A
1:15pm-2:00pm- Socialize and meet members of the DCF Team and explore the museum
For more information about DCF, visit:
https://delcf.org/advisors-partner-with-us/
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| CLE PRICING INFORMATION | Cost: |
|---|---|
| DSBA Members | $75 |
| DSBA Government Members | $70 |
| Non-members (get member rate by JOINING) | $175 |
| Pennsylvania Credit – add: | $6 |
* advertised price is for the standard member rate.
OUT OF STATE CLE CREDIT INFO
Those attendees who wish to receive CLE credit, other than from Delaware or Pennsylvania, should contact their individual State’s CLE Commission for credit. The Delaware State Bar Association can provide you with the Agenda (included in the Materials sent with your registration confirmation) and a Certificate of Attendance (upon completion of the webinar), which should meet the requirements of compliance.
All rates include CLE Seminar and any materials. To register now or review DSBA CLE Policies, click below.
