ESTATE PLANNING COUNCIL OF PUTNAM COUNTY

WEIGHING YOUR CHARITABLE OPTIONS:

Private Foundations, Donor Advised & Designated Funds

Featured Panelists: 
Maureen Crush, JD
Heather Oboda, CPA, MBA
Sally Cross, CFRE
Moderator:
Nancy Rossi Brownwell, Vice President, Putnam
Community Foundations of the Hudson Valley

Details:

• Monday, Nov. 18, 2018 - 6:00 PM - 8:45 PM
• Four Brothers Restaurant located at 654 Route 6 in Mahopac, NY
• No charge for members who have paid their dues by date of meeting
• Guest fee is $55 per person.

About the Evening:

Panelists will discuss what makes sense for a client who wants to establish a philanthropic vehicle. Topics covered will  include costs, compliance and ease of administration.

Our Expert Panelists are:

• Maureen Crush, JD, Attorney
  Crush & Varma Law Group, PC 
  Maureen Crush heads the corporate and commercial practice group of the firm and practices primarily general corporate and business transaction law, and trusts and estates. She also has extensive not-for-profit corporate law experience providing advice to her clients throughout the Hudson Valley on governance, compliance, formation, mergers and affiliations.
  
  Ms. Crush is a frequent lecturer on corporate and not-for-profit law issues for the New York State Bar Association, National Business Institute and many local bar associations and organizations. 

• Heather Oboda, CPA, MBA
  Citrin Cooperman, Accountants and Advisors
  Heather Oboda is a tax partner with nearly two decades of experience in public accounting. With a focus in trust and estates, Heather provides tax, financial, estate, and succession planning. She specializes in coordinating family group returns, including their entities, trusts, and private foundations, in addition to their personal returns. Her clients include trusts and estates, high net worth individuals, closely-held businesses. She is an active member of the firm’s Trusts and Estates Practice.

• Sally Cross, CFRE, Vice President, Philanthropy
  Community Foundations of the Hudson Valley
  Sally Cross is responsible for marketing the Foundations' gift planning, investment management and charitable fund options to attorneys, financial advisors, accountants, brokers and others who work regularly with their clients in the area of estate and financial planning. She also works directly with active and prospective donors to encourage and facilitate current and future gifts, and serves as a planned giving resource to donors, professional advisors and nonprofit organizations. In addition, she is an adjunct instructor in Bay Path University's graduate Nonprofit Fundraising program, where she teaches Major Gifts and Capital Campaigns and Planned Giving

Our Moderator is:

• Nancy Rossi Brownell, Vice President, Putnam,
  Community Foundations of the Hudson Valley
  Nancy Rossi Brownell is responsible for the asset development, marketing and outreach efforts for the Community Foundation of Putnam County. She works directly with donors and professional advisors on the creation of charitable giving plans that meet the unique needs of each client. She has lectured and consulted on planned giving, succession planning and estate planning solutions for charitable giving.
   

How to Reserve:

Please RSVP by 11/6/19 to Jamie Spillane at jspillane@hoganandrossi.com or 845-279-2986.

Looking forward to seeing everyone on 11/18!

Please visit www.putnamestateplanning.org for more info.