As part of the Community Foundation’s commitment to improve the quality of life in Hancock County, we provide a community calendar and volunteering platform. Please visit Hello Hancock to learn more about events around the county as well as explore opportunities to volunteer at one of our local nonprofits.

A vibrant today and brighter tomorrow is only made possible through the engagement of inspired residents and informed decision makers dedicated to the elevation of daily life. Our objective is to create bountiful opportunities to learn, contribute, and cultivate a beautiful and welcoming Hancock County. We host programing to encourage the growth of our fellow citizens as well as our local nonprofit leaders. 

Charitable Plans That Benefit Clients & Further Their Personal Planning Goals, Featuring Ethics presented by Pamela J. Davidson, J.D.

• 7:45 a.m. – Registration & Breakfast
• 8:25 a.m. – Welcome & Introductions
• 8:30 a.m. – Session I: Charitable plans and techniques that further a client’s estate, tax, retirement, and financial planning goals (lifetime and testamentary both); creative current uses of those plans, with case studies.
• 9:45 a.m. – Break
• 9:55 a.m. – Session II: Life or term income plans for clients and others that include a charitable component, funded during life and testamentary.
• 11:10 a.m. – Session III: Ethics and Charitable Planning – Avoiding the Pitfalls
• 11:40 a.m. – Adjourn and Lunch