Join the Planned Giving Council of Middle Tennessee and Association of Fundraising Professionals to learn best practices for advisors, attorneys and gift officers working together. Panelists will explore the roles of these professionals in the optimal charitable gift planning process. Gain insight into the key elements and questions that are important, and how to make the process as meaningful and efficient as possible.

Panelists:

Dr. Burton Williams, Ayers Foundation, Chief Executive Officer

Amy Fair, Community Foundation of Middle Tennessee, Director of Philanthropic Services

Jeff Mobley, Mobley & Gontarek, PLLC, Partner

Date: Wednesday, April 16, 2025

Time: 11:30 am - 1:00 pm

Location: The Community Foundation of Middle Tennessee (3421 Belmont Blvd, Nashville, TN 37215)