Best Practices in Philanthropy

Debbie Huttner, JD, MBA, Financial Advisor at Colorado Capital Management, join us to discuss how we can help clients identify their most deeply cherished values and how to reconcile family member differences. She shares ways to put impact into practice in taxable and tax-advantaged accounts. We also explore various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.

Foundation Matters, LLC is a boutique legacy development and implementation company providing clients with an individualized solution to create and manage philanthropic giving plans for present and future generations. Their unique expertise, coupled with their proprietary development and execution strategy models, allow them to work in concert with designated family members, charitable organizations, professional advisers, and future generations to be highly-responsive and productive to ensure legacy creation and preservation. In this session we focus on engaging and empowering future generations in philanthropic giving.

Date: December 13, 2016 Guest Speaker: Bruce DeBoskey, JD, Philanthropic Strategist, Keynote Speaker, Author, The DeBoskey Group The original “Donor Bill of Rights” was created in 1993 and is significantly out-of-date. Here’s a new approach to redefining the relationship between donors and nonprofits that enables both to better achieve their missions.