Charitable Gift Planning Seminar for Professional Advisors

November 16 from 12:00pm - 4:45pm

11/13/17- Online registration is now closed. Please call Colleen Rigo 216-696-6525, Ext. 4080. Thank you.

Please join us for this Continuing Education Event that will bring together professional advisors from the legal, tax, trust, insurance, and wealth management disciplines.


Socially Responsible Investing: A Catholic Perspective
Stephen Schott, CAPTRUST Advisors

Ad Maius Bonum: A Primer for Giving to Community Foundations, Private Foundations
and Donor Advised Funds
Presentation and Panel Discussion by:
Charles F. Adler, Esq., Schneider Smeltz Spieth Bell LLP
Jamie E. McHenry, Esq., Schneider Smeltz Spieth Bell LLP
Chris Anderson, CPA, Maloney + Novotny LLC
Barbara Kraig, Esq. and CPA, Catholic Community Foundation

Practical Considerations in Estate Planning - How to Avoid Probate Court
(or How to Win Your Case if You End up There)

The Honorable Laura J. Gallagher, Cuyahoga County Probate Court

Estate Planning in Today's Trumped-Up Environment: A New World Order?
Patrick J. Saccogna, Esq., Thompson Hine LLP

Approved for 3.75 hours of CLE general credits for Attorneys and 4.5 CE credits for Accounting, Insurance and Certified Financial Planners.

The Professional Advisors Committee
of the Catholic Community Foundation

Tower City Center Garage
1527 West 6th Street
Cleveland, OH 44113

11:00 a.m. Registration
12:00 p.m. Lunch & Program Begins
4:45 p.m. Program Concludes
5:00 - 6:00 p.m. Cocktail Hour

$75 per person
$50 per person for Catholic Lawyers Guild Members

Cost includes registration fee, materials, certification, lunch and cocktail hour. Cancellation/refunds can be made up until November 10th.

Copies of presentation materials will be made available online.

Contact: Colleen Rigo at the Catholic Community Foundation:, 216-696-6525 x4080.

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