Thursday, November 6, 2025
Demystifying Trusts: It Takes a Village 12:00 p.m. – 1:30 p.m.
Julie Feely
Portland State University Foundation
Anastasia Yu Meisner
AY Meisner PC
M. Kate McGinn, ATFA
Allen Trust Company
Giving to a charity through a trust can be a win-win for donors and charitable organizations. But it takes time and a dedicated team to bring a trustor’s intentions to life. With so many trust variations available, the process can be confusing and overwhelming. We will explore the life cycle and stewardship of a trust through the eyes of a fundraising professional, an attorney, and a trust officer.