After Hours Tour for Wealth Advisors
Robert Vatter, Vice President
of Planned Giving
Twenty-four investment, wealth, and planned giving professionals and attorneys attended the 2nd Annual SightLife Wealth Advisors After-Hours Tour on Tuesday November 3rd 2009.
The evening included complimentary wine hosted by Sparkman Cellars of Woodinville, hors d'oeuvres, and a tour of America’s leading eye bank.
Presenters included SightLife President & CEO Monty Montoya; Alan Pratt CEP, CAP, President of Pratt Legacy Advisors; and Tim Schottman, Senior Vice President of Global Programs for SightLife. Linda Jones, CFP®, retired Vice President with Morgan Stanley, greeted everyone via video. Linda first became acqainted with SightLife through her late husband, Roger’s donation of sight-restoring cornea tissue and now serves on the SightLife Investment Committee.
During these challenging economic times, SightLife believes that creativity and flexibility are essential to success in advancing our non-profit funding initiatives through astute gift planning. Most especially, we have found that collaboration with professional wealth advisors is beneficial to the clients they work with and us, the charity. Therefore, funds managed by wealth professionals need not leave the firm’s control after a bequest or major gift has been made. This applies to bequests made either upon death or while the client is still living.
Such was the case this last December in a bequest made upon the death of a 91-year-old client who had been with a wealth management firm for decades. The client desired that, even after death, the firm would continue to manage the funds and SightLife would receive a new Endowment Gift of $702,033.00. That is exactly what happened!
Thank you to our extended wealth management team for being great partners and friends!
To learn more, contact Robert Vatter at
1-800-847-5786 or
.
