In partnership with:
Estate Planning Council of Hampden County
Pioneer Valley Estate Planning Council
Nominate a Pioneer Valley Distinguished Advisor in Philanthropy
DEADLINE: JANUARY 31, 2020
The Foundation, in partnership with the Estate Planning Council of Hampden County and the Pioneer Valley Estate Planning Council, annually celebrates a professional advisor who makes philanthropic planning with their clients an important part of their practice, helping to grow and transform our region by encouraging generosity.
Please note that the award will be given out at the Estate Planning Council of Hampden County’s February 11th Meeting, beginning at 11:45 AM at Max’s Tavern at the Basketball Hall of Fame, Springfield.
Pioneer Valley Distinguished Advisor in Philanthropy CRITERIA. Nominees must:
- Be a professional advisor (i.e. attorneys, accountants, investment managers, financial planners, trust officers, and NOT someone who is employed by a nonprofit directly);
- Actively promote charitable giving to clients through estate, tax, financial and/or gift planning and encourage clients to give through specific channels, including gifts to organizations right here in the Pioneer Valley.
Past awardees include: Dennis Bidwell, Principal, Bidwell Advisors; Hyman Darling, Bacon/Wilson ; John Ferriter, Attorney, Ferriter Law; Richard M. Gaberman, Attorney, Robinson Donovan; Kate Kane, Wealth Management Advisor, Northwestern Mutual; George C. Keady III, Senior Vice President, Wealth Management and Senior Portfolio Manager, UBS Financial Services; and Steven J. Schwartz, Founding Attorney, Shatz, Schwartz, and Fentin, P.C.Current volunteers and Trustees at the Community Foundation are NOT eligible for the award.