SVA Plumb Trust Company’s Parks Presents for the Wisconsin Planned Giving Council

By SVA | 2/13/2017

Tammy Koester Parks, J.D., Senior Vice President of SVA Plumb Trust Company, LLC, presents a panel discussion titled Building and Growing a Planned Giving Program for the Wisconsin Planned Giving Council on March 7, 2017.

Tammy will join a panel of distinguished planned giving officers, development directors and attorneys to discuss best practices of building and growing a planned giving program. The panel will also share their experiences from all sides of working with donors.

To register for this event, go to www.wisconsinplannedgiving.org.

 

About Tammy Koester Parks

Tammy is the Senior Vice President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families.  These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.

Tammy has over 25 years of experience in the areas of estate planning and trust either as a trust officer or as an attorney in private practice. She enjoys helping clients understand the complex issues and helping them find answers given their unique circumstances.

About Wisconsin Planned Giving Council

The Wisconsin Planned Giving Council is a Madison, WI based chapter of the National Association of Charitable Gift Planners. The principal purposes of the WPGC are to provide a forum and clearing house for philanthropic gift planning issues, provide regulatory and legislative information affecting nonprofits, provide educational and professional growth opportunities for members, encourage and facilitate interdisciplinary dialogue among members, enhance gift planning as a profession, and support the National Association of Charitable Gift Planners.

About SVA Plumb Financial

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.

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