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Learn about your legacy


We are proud to present our next Legacy Planning Workshop, "How the CARES Act Affects Your Personal Giving," a panel discussion led by experts from Morgan Stanley and RenPSG.

The CARES Act, new RMD requirements, DAFs, global recession – navigating the current financial landscape can be confusing. You may have questions about what all of this means to you, specifically to your generosity and giving philosophy.  

How the CARES Act Affects Your Personal Giving

Tuesday, October 27, 2020 - 12:00 p.m. PST

Learn more about our panelists and register for this virtual workshop below!
 

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Greg Staab, Vice President, Client Advancement - RenPSG

Gunnar M. Crowell, Director of Legal Services - RenPSG

Chad Bolick, Executive Director, Philanthropy Management - Morgan Stanley

 

With over thirty years of experience in the financial services industry, Greg Staab is a proven leader within wealth management organizations. He’s held positions of leadership, client management, business development, and practice consulting. Greg has been with RenPSG for three years, assisting organizations with their gift planning administration needs. He holds a degree in marketing and advertising from the Kelley School of Business at Indiana University. Greg calls Indianapolis, Indiana home where he currently serves as the president of his historic neighborhood’s foundation and sits on several boards within his church.

Gunnar Crowell is the Director of Legal Services for Renaissance Philanthropic Solutions Group (RenPSG) where he focuses on the legal, tax and compliance aspects of charitable giving and non-profit administration. Prior to joining RenPSG, Gunnar worked in higher education as a planned giving fundraiser. Gunnar began his career as an attorney in private practice specializing in commercial law, non-profit organizations, and estate planning and administration. He has enjoyed time spent volunteering on various non-profit boards and committees. He is a graduate of the Indiana University McKinney School of Law (JD) and Hanover College (BA).

Chad Bolick is an Executive Director in Morgan Stanley’s Philanthropy Management group. Based in San Francisco, Chad is responsible for providing customized philanthropic advisory services to private wealth management individuals, families, and family offices, as well as nonprofit, foundation, and institutional clients. Chad brings 15 years of experience in management consulting, international development, corporate philanthropy, and nonprofit fundraising to the team. Chad received his B.A. in International Relations from the University of North Carolina at Chapel Hill and his M.A. from the Fletcher School of Law and Diplomacy at Tufts University. He was also a fellow at the Rockefeller Foundation’s Bellagio Center in 2014.



To register for this event, please use the form below and an invitation with the webinar link will be sent to you by our team. Please note: no solicitations will be made at this workshop.  

 

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