JULY MEMBERSHIP MEETING
Multnomah Athletic Club
Friday, July 20, 2018
7:30 to 8:00 a.m. Continental Breakfast and Networking
8:00 to 8:15 a.m. Business Meeting
8:15 to 10:00 a.m. What Donors Don’t Know Can Hurt Them
Often we make the assumption that a donor is sophisticated because they have wealth, but more often than not that isn’t the case when it comes to estate planning knowledge. We are going to revisit the areas where donors are often in the dark, the mistakes this can cause, and discuss ways to address it. We will use some real world case studies to see just how nasty these mistakes are and how easy the fix can be.
Jason McGill, Vice President with Thompson & Associates, works with nonprofit organizations to provide planned giving expertise to friends of the organization. By working through nonprofits, he is able to lead prospective donors through a personalized and comprehensive charitable estate planning process that gets more donors actively engaging in think about what they want their legacy to be, many of whom might not have considered it before.
Jason joined Thompson and Associates in 2013 after 5 years as nonprofit auditor and provides consulting in both the financial and estate planning fields in Oregon and Idaho. He is a CPA, with an MBA in finance from California State University, San Bernardino. Originally from Vancouver Island in Canada, he now lives in Hillsboro with his wife and two children.