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Creating Your Philanthropic Philosophy

  • 12/12/2017
  • 8:00 AM - 9:30 AM
  • Delaney House, 1 Country Club Road (Route 5) Holyoke, MA


Registration is closed

About the Topic: 

Defining Your Philanthropy: How to approach donors differently

  • Getting clarity on your personal philanthropic philosophy
  • Shifting your thinking from “December check writing” to budgeting and strategizing in advance
  • Thinking creatively about giving at different stages in life (young, middle aged, retired, after death)

About the Speaker:

Amy Jamrog is the owner of The Jamrog Group, a fee-based financial advisory practice. Their team specializes in income planning for retirees, succession planning for small business owners, and estate planning for wealthy individuals and families. Although they have clients throughout the United States, they practice primarily in Massachusetts, Connecticut and New York. Different from most traditional advisors, The Jamrog Group is comprised of six women--all of whom take a very creative and personal approach to the planning process.

Info on WiP's cancellation, refund, and media policies can be seen here.

Women in Philanthropy of Western Massachusetts (WiP) • PO Box 224 • Northampton, MA • 01061-0224

Women in Philanthropy of Western Massachusetts is a 501(c)6 non-profit organization registered in Massachusetts.

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