Investing – What Development Professionals Need to Know
Colin Connolly, PNC Institutional Asset Management®
Thursday, April 20, 2023
8:30 a.m. Networking & Refreshments
9:00 a.m. - 10:00 a.m. Program
Location: Humane Society of Sarasota County
With a basic understanding of investing and the impact on life income gifts, development professionals can better support their donors when talking about the topic of how assets are invested. This knowledge also allows development professionals to have more informed conversations with their finance counterparts, as well as third party providers.
This program is designed for entry level through advanced and anyone wishing to grow their knowledge of investing as it relates to planned giving accounts.
Free for Members
$15.00 for Non-Members
Click here to learn more about our speaker, Colin H. Connolly, CFP®, CTFA®, Vice President and Planned Giving Investment Specialist at PNC Institutional Asset Management®.
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