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August 2, 2018 – Giving Strategies Seminar in Pagosa Springs

By July 23, 2018November 7th, 2018No Comments

The Archuleta Committee of the Community Foundation serving SW Colorado has scheduled a seminar, “Maximizing the Benefits of Your Generosity,” Thursday, August 2, at 5:30 PM, at the EcoLux Hotel Conference Room.

This event will bring Jeff Gott, Chief Operating Officer of Petra Financial Advisors, to Pagosa Springs. Mr. Gott has an MBA from Vanderbilt University, is a Certified Financial Planner, and comes with a rich history in the nonprofit sector.  Petra Financial Advisors is a fee-only financial advisory firm in Colorado Springs. Mr. Gott will be addressing questions related to:

  • Giving strategies that take the new tax laws into consideration
  • Advantages of establishing a Donor Advised Fund
  • Maximizing the impact of your generosity

Chair of the Archuleta Committee, Jan Johnson, says, “This will be an opportunity not often available locally. Nonprofit organizations depend on the generosity of the men and women of our community, and having the knowledge to give wisely is imperative. I am looking forward to hearing how planning ahead and developing giving strategies will lead to more significant impact of my generosity.”

Following the presentation, Mr. Gott will answer questions and will be available for private 15-minute meetings to address personal situations. Reservations are requested, as space is limited.  Please call Jan Johnson at 970-485-0573 to secure your place.

Mr. Gott is a sought-after speaker, having presented to the Denver and Colorado Springs Estate Planning Councils, the Colorado Bar Association Estate Planners, Advisors in Philanthropy and multiple radio programs.  Previously, Jeff was an Executive Vice President of a Colorado Springs-based community foundation, a Marketing Vice President of a major publishing house, and a strategy consultant with an international consulting firm.