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Carla Lovell to Present at The Planned Giving Council of Middle Tennessee Luncheon and Program

Carla Lovell will co-present “Demystifying Working with Financial and Estate Planning Professionals: Everything you ever wanted to know but were afraid to ask.” This interactive discussion with Jeff Carson of Diversified Trust Company and Susan Holt of Vision Philanthropy will share the perspectives of the estate planning attorney, financial advisor, and development officer regarding best practices in working together to achieve donor and institutional goals. The PGCMT program and luncheon is scheduled for January 9th at Nashville Rescue Mission.  For more information and to register for this event, please visit the PGC  website.

 

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