When Good Intentions Go Wrong; Lessons in Charitable Giving+ Community Outreach
Date: Monday, November 16, 2026
Time: 11:30 AM - 01:00 PM
Location: Ruth Eckerd Hall-Dimmitt Lounge
Speaker: Duggan Cooley, Marion Yongue and Luis Silva
What Every Advisor Should Know Before a client makes a Charitable Gift...
Charitable gifts often begin with the best intentions, but even thoughtful plans can lead to unexpected complications. What happens when a charity cannot accept a gift, restrictions become impractical, family members disagree, or estate documents fail to reflect what the donor really wanted?
Join a panel of charitable giving and estate planning professionals for a candid conversation about what can go wrong, how to prevent common mistakes, and how advisors can help clients turn their charitable intentions into lasting results. Through real-world examples, panelists will explore donor intent, family dynamics, complex assets, gift restrictions, and the importance of involving charitable organizations early in the planning process.
Help us support the community as we head into the holiday season! Bring items to donate to the meeting!
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Thank you to our sponsor!
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