Dinner: Estate Planning and Charitable Giving: The Professional Advisors Role
Location: Palmers Restaurant, 18 Elm St, Andover, MA 01810
Speaker: David Edwards, ECCF
Topic: Estate Planning and Charitable Giving: The Professional Advisors Role
1.5 CFP CE credits for the Charitable Giving and Estate Planning event will be awarded.
This session will focus on the advisors role in helping clients think about charitable giving as part of their estate planning. A review of charitable giving in the US will be provided as well as information on the relationship between clients and their advisors. The session will also include an overview of estate planning tools and techniques, and recent developments at the Essex County Community Foundation.
Speaker BIO: Dave Edwards began his term as CEO January 2015. He brings almost 15 years of successful leadership with community foundations and expertise in the nonprofit sector, and over 15 years of higher education administration experience in the Greater Boston area. Before coming to ECCF, he has served for eight years as a principal with Sutherland ~ Edwards LCC, Consultants to Philanthropy, a consulting firm that has worked with over 40 community foundations as well as regional and national nonprofits both nationally and internationally. Before that, Edwards was the founding CEO of the Community Foundation of San Luis Obispo County in San Luis Obispo, CA, where he oversaw all aspects of operations, asset development, marketing and endowment management. During his six-year term there, he worked with the board to grow the Foundation’s total assets from $60,000 to over $23 million. Edwards has deep ties to Essex County. His mother was born in Marblehead and his ancestral grandfather, Francis Norwood, came to Gloucester in the late 1600’s. He holds a certificate in strategic management for nonprofits from Harvard Business school and a master's degree in educational administration from the University of Vermont..