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Hosted by The National Association of Estate Planners & Councils

A Family Story: Case Study


Case Study: Peter and Charlotte Cade
Philanthropic Planning in the African American Community

In this presentation, we’ll unpack a myriad of topics that advisors should be aware of, and discuss how to address them to assist the Cade family. The Cade family information touches on planning challenges and the need for creative thinking when it comes to addressing their legal, tax, financial, business, and charitable giving needs:

  • As an advisor - what is the first thing you would do?
  • What concerns and issues do they have that you can assist them with?
  • Do you have ideas to help them achieve their goals today and in the future?

The case study will show case philanthropic, estate and financial planning concepts – with the focus on philanthropy planning. The purpose is for you as advisors and gift planners to use this beginning case study as a tool to learn, share, and practice with others in your organizations (or anywhere!).

The case study was created by Aquanetta Betts, JD, CAP®, AEP®, CFRE for the Center for Philanthropy and Social Impact, The American College of Financial Services.



Wednesday, July 12, 2023
3:00 PM - 4:00 PM Eastern Time


Speaker Profiles

 


Aquanetta Betts, JD, CAP, AEP, CFRE
George Mason University

Aquanetta Betts, JD, CAP ®, AEP ®, CFRE is the Director of Planned Giving at George Mason University. Prior to joining George Mason University, she was the Senior Executive Director of Planned Giving at World Vision (Eastern U.S.). Before her roles within organizations, Aquanetta worked for more than a decade as an estate planning attorney in the District of Columbia and Maryland. She is the President of the Chesapeake Planned Giving Council, and serves on the board of the Baltimore Estate Planning Council. She also serves in leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section, the International Association of Advisors in Philanthropy, and the National Association of Charitable Gift Planners where she is a board member, and serves as chair of the Diversity, Equity, and Inclusion Committee.
Event ID  293