Delicate Dance with the Donor and Client

Date: Thursday, April 28, 2022
Time: 12:00pm - 1:00pm
Location: St. Petersburg Yacht Club
Speaker: Cast


Delicate Dance with the Donor and Client


Is it a waltz or a mosh pit? Who is in the lead? How do we prepare our clients for the final curtain? How do we prepare the charities our clients cared for the ultimate gift or the gift horse? As we counsel our clients how do we make sure their charitable priorities are heard and addressed in their overall plan? How do we audition the charity? In many cases there are four or five words that govern a lifetime of hopes and dreams. What are we doing to make sure they come true for our clients and the charities they care about?


The Choreographer,
played by Lydia E. Bailey
The Estate Planning Attorney,
played by Sandra F. Diamond
The Accountant,
played by Byron C. Smith
The Fundraiser,
played by E. Howard Rutherford


Objective: This panel will help you choose your best partner and will highlight carefully choreographed dances or examples to illustrate how working with a team approach can create a standing ovation by creating the best outcome for our practice, our client, our charities, our families and make the world a better place.

Thursday - April 28, 2022

11:30 a.m. - Networking

Noon to 1:00 p.m. - Presentation & Lunch


St. Petersburg Yacht Club

11 Central Avenue, St. Petersburg FL 33701

Guests: $25.00 - Members FREE


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