SLIDES AND CONTACT INFO (PDF) - Gift Planning Webinar Slides Planned Giving

SLIDES AND CONTACT INFO   (PDF)

PANELISTS

ADELE LANDERS             BOB FOCKLER               BLANCHARD TUAL, ESQ.
Client Advisor            President                 Partner
SunTrust Private Wealth   Community Foundation of   Tual Graves Dorkowski, PLLC
Management                Greater Memphis

PANELISTS

     ANN LANGSTON,             ESQ.   SCOTT MORRIS, MD, M.DIV.
     Senior Director of Strategic     CEO & Founder
     Partnerships                     Church Health
     Church Health

Adele Landers is a Client Advisor with
SunTrust Private Wealth Management,
offering clients more than 15 years of
comprehensive wealth management
experience, with a team approach that
brings together specialists in
investments, financial planning, credit
and estate strategies.

Adele is a graduate of the University of
Massachusetts-Dartmouth.

She is actively involved in her
community, serving on boards of
Crime Stoppers of Memphis & Shelby          ADELE LANDERS
County, PlayHouse on the Square, and        Client Advisor
Church Health. She is an active member      SunTrust Private Wealth Management
and former President of the Rotary Club’s   Landers.Adele@SunTrust.com
Midtown Chapter.                            901.415.7081
                                            www.suntrust.com

Bob Fockler is President of the
Community Foundation of Greater
Memphis, a public foundation which
annually assists individuals, families and
corporations in making their charitable
giving simpler and more powerful.

Through the generosity of its donors, the
Community Foundation last year granted
$163 million to almost 1,900 nonprofit
organizations in the Mid-South and
throughout the nation.

Bob brings to the Community Foundation
the financial and managerial expertise
gained from a 24-year career in              BOB FOCKLER
investment banking and organizational        President
experience gained from an equally long       Community Foundation of Greater Memphis
record of service in the nonprofit world.
Bob holds a bachelor’s degree in history     rfockler@cfgm.org
from Princeton University.                   901.728.4600
                                             www.cfgm.org

Blanchard Tual, Esq. is a partner with the law
firm Tual Graves Dorkowski, PLLC.

A seasoned practitioner with 50 years of
experience, Blanchard is one of the most
well-regarded estate planning and probate
attorneys in the Midsouth. He has been named
to the SuperLawyers list—honoring the top 5%
of attorneys in Tennessee, Mississippi, and
Arkansas—for more than ten years (2006,
2009-present). He previously served as the
President of the Memphis Bar Association and
of its Young Lawyers Division.

Blanchard has advised on numerous boards,
including MIFA, Porter-Leath, Levitt Shell, and
Church Health.
                                                  BLANCHARD TUAL
Blanchard has had numerous notable clients
                                                  Partner
during his career, including representing Pop
Tunes, Hi Records, and the estate of Isaac
                                                  Tual Graves Dorkowski, PLLC
Hayes. Perhaps most notably, he dutifully         btual@TualGraves.com
served as Lisa Marie Presley’s guardian ad        901.474.1222
litem in probate court proceedings following
her father’s passing.

MODERATOR

                           Medical   Dental   Behavioral Health   Eye   Physical Rehab

BRIAN MEYERS, JD
Planned Giving Officer
Church Health
meyersb@churchhealth.org
901-701-2102
www.churchhealth.org

What should we think about
when we approach the area of
      planned giving?

THANK YOU
FOR JOINING
US!
If you have additional questions, please
feel free to contact our presenters and
staff directly for follow up. A recording of
this webinar and additional materials will
be sent to all attendees.

   Adele Landers
                  Landers.Adele@SunTrust.com
                  901.415.7081

             Blanchard Tual

CONTACT        

               
                   btual@TualGraves.com
                   901.474.1222

INFO         Bob Fockler
                  rfockler@cfgm.org
                  901.728.4600

             Brian Meyers
                  meyersb@churchhealth.org
                  901.701.2102