EXCLUSIVE TO AIP MEMBERS!  

Join us for our inaugural AiP Philanthropy PowWow - Leveraging Tax Reform
January 30^th at 4pm ET

(limit 20 attendees)

This conference call is intended to be a recurring monthly space to create peer discussion, problem solving and thought leadership. Each call is limited to 20 AiP members – ideally a mixture of  those who have experience to share as well as those with a thirst for knowledge around the designated topic of the month. This month’s topic will be centered around leveraging the Tax Cuts and Jobs Act (TCJA).  

Have you started implementing a plan on how to harness the new philanthropic planning opportunities for your clients brought about by the Tax Cuts and Jobs Act (TCJA)?  We would love to hear from you!

Along with our members who are joining the call to share and learn, we will be visited by two of AiP’s past Presidents and Fithian Leadership Award winners:

Sally Alspaugh, CAP
Director of Estate Giving, Cincinnati Zoo & Botanical Garden

Randy A. Fox
Founder, Life Legacy Case Design
Editor in Chief, Planned Giving Design Center

Moderated by:
Erik Fromm, CFP
Financial Advisor, CSG Capital Partners of Janney Montgomery Scott LLC

Please register now to guarantee your spot!   We look forward to hearing from you then.