Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).
The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.
Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.
As active members of The Catholic Foundation philanthropic community, all donors can expect the highest level of service from our staff, officers, and trustees. In addition to our primary philanthropic mission, we commit to excellence in communicating and reporting about the specific fund(s) you have established and the investments of those funds, and to keeping you informed about the work and the people of the Foundation.
For Stock Transfers to The Catholic Foundation
To notify us of any upcoming stock transfer or if you have any questions regarding stock transfers, please contact us.
DonorLink is The Catholic Foundation’s password-protected interactive online program that will allow donors to view their funds and charitable giving at any time, and to request consideration of specific grants or distributions from their funds.