Great Lakes Bay Estate Planning Council
Thursday, April 24, 2025 - 12:00 noon
Midland Country Club, Midland, MI -or Isabella Bank, Mt. Pleasant, MI
The Panel: PRACTICALLY SPEAKING, HOW GIFTS & BEQUESTS REALLY WORK
The Great Lakes Bay Region is fortunate to have a culture of collaboration, creativity and philanthropy among our corporate, foundation, and individual philanthropists. To highlight this work and provide an opportunity to engage with some of our area’s philanthropic leaders, the GLBEPC, Lamson Humphreys PLC, the Midland Area Community Foundation, Tri-Star Trust Bank, and Yeo & Yeo, CPAs & Advisors have joined together to collaboratively host a Great Lakes Bay Regional Philanthropy Panel Discussion.
The panel will provide a broad overview of fund development and discuss how philanthropy has changed over time. They will provide insights on how to talk about philanthropy and the role professionals working in the legal and financial space play to promote philanthropic giving for clients who are inclined to give charitably.
Please join us to hear from professionals from across the region regarding current funding trends and their plans to address the obstacles and opportunities that come from this uniquely challenging time. There will be time reserved for questions from attendees.
PANEL MEMBERS:
