Philanthropy / Non-Profit
Allen Thomas, JD, CAP®, is vice president of Advancement and Alumni Relations at The American College, where his area of expertise is planned giving. Allen.Thomas@wcinput.com.
The gift of a retained life estate in a residence or farm is a unique planning tool that completes a current gift of the property to your favorite charity while you retain the right to occupy the property for a term of years or the remainder of your life. It represents a win-win planning opportunity. Read More >
Joan Sharp, CFP®, ChFC®, CAP®, MSFS, is founder and president of Life Strategies, LLC based in Delaware.
Gifting money can open an important dialogue about money between your clients and their children. Read More >
Bobbie Chapman is currently the Director of Business Development at the San Francisco Community Foundation, responsible for developing relationships with prospective donors and their wealth advisors. She holds her CAP® designation from The American College.
Consider the many charitable giving resources available through community foundations. Read More >
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