Strategies for Philanthropic Planning
Lunch & Learn
Wednesday, September 21, 2022
Noon – 1 pm
Chillicothe Country Club
800 Arch St
For Attorneys, Accountants, Financial Planners, and Non-profit leaders.
Enjoy a complimentary lunch, but you need to register.
Learn how to help your clients, your community and your business or organization
take charge of their charitable values, interests and goals. You’ll gain an
understanding of the current landscape of charitable giving and how to respond to it.
We’ll discuss Charitable Deduction Rules, tax strategies and ways to help your
clients get the most good from their charitable dollars. We’ll look at unique ways of
giving that can enhance and change our community.
LISA JOLLEY, J.D., CAP®
Lisa is the director of Donor Services and Development at the Columbus Foundation. She works with donors and professional advisors to inspire philanthropy and facilitate giving options that align with an individual’s charitable values and mission. She works very closely with all professional and legal advisors while overseeing the Professional Council and other professional advisor educational and networking activities.
KASHEEN M. SWANGO, J.D.
Kasheen is a Vice President and Senior Trust Officer with LCNB Bank. She has extensive knowledge and experience in wealth management services. She provides
clients strategic assistance in creating and implementing financial, tax, and estate plans; investment planning of assets; fiduciary trust and estate portfolio management; and multi-family relationship management.
Sponsored by The Columbus Foundation and LCNB
We Connect People Who Care with Causes That Matter
Chillicothe-Ross Community Foundation
45 E Main St
Chillicothe, OH 45601