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

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Dec 11, 2022 399 likes •524 views

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

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SLIDES AND CONTACT INFO (PDF)

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PANELISTS

ADELE LANDERS

Client Advisor SunTrust Private Wealth Management

BOB FOCKLER

President Community Foundation of Greater Memphis

BLANCHARD TUAL, ESQ.

Partner Tual Graves Dorkowski, PLLC

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PANELISTS

ANN LANGSTON, ESQ.

Senior Director of Strategic Partnerships Church Health

SCOTT MORRIS, MD, M.DIV.

CEO & Founder Church Health

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ADELE LANDERS Client Advisor SunTrust Private Wealth Management Landers.Adele@SunTrust.com 901.415.7081 www.suntrust.com Adele Landers is a Client Advisor with SunTrust Private Wealth Management,

ffering 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 County, PlayHouse on the Square, and Church Health. She is an active member and former President of the Rotary Club’s Midtown Chapter.

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BOB FOCKLER President

Community Foundation of Greater Memphis

rfockler@cfgm.org 901.728.4600 www.cfgm.org 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

rganizations 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 investment banking and organizational experience gained from an equally long record of service in the nonprofit world. Bob holds a bachelor’s degree in history from Princeton University.

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BLANCHARD TUAL Partner Tual Graves Dorkowski, PLLC btual@TualGraves.com 901.474.1222

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%

f 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

f its Young Lawyers Division.

Blanchard has advised on numerous boards, including MIFA, Porter-Leath, Levitt Shell, and Church Health. Blanchard has had numerous notable clients during his career, including representing Pop Tunes, Hi Records, and the estate of Isaac

Hayes. Perhaps most notably, he dutifully

served as Lisa Marie Presley’s guardian ad litem in probate court proceedings following her father’s passing.

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MODERATOR

BRIAN MEYERS, JD

Planned Giving Officer Church Health

meyersb@churchhealth.org 901-701-2102 www.churchhealth.org Medical Eye Behavioral Health Physical Rehab Dental

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

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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.

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CONTACT INFO

 Adele Landers  Landers.Adele@SunTrust.com  901.415.7081  Blanchard Tual  btual@TualGraves.com  901.474.1222  Bob Fockler  rfockler@cfgm.org  901.728.4600  Brian Meyers  meyersb@churchhealth.org  901.701.2102