PANELISTS ADELE LANDERS BOB FOCKLER BLANCHARD TUAL , ESQ. Client - PowerPoint PPT Presentation

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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 ADELE LANDERS Crime Stoppers of Memphis & Shelby Client Advisor County, PlayHouse on the Square, and SunTrust Private Wealth Management Church Health. She is an active member 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. rfockler@cfgm.org Bob holds a bachelor’s degree in history 901.728.4600 from Princeton University. 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 Tual Graves Dorkowski, PLLC Tunes, Hi Records, and the estate of Isaac 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