Event Details
Bell Bank Wealth Management is hosting an invitation‑only event for nonprofit leaders featuring a presentation from renowned speaker Christy Coulter. Learn how to identify, discuss and implement non-cash and complex asset giving opportunities through real donor case studies, practical insights and proven fundraising strategies.
The event will include time to network with area nonprofit leaders and connect with trusted resources in the industry, including Bell experts.
Lunch will be provided.
When: Tuesday, Sept. 22 | 11:30 a.m. to 1:30 p.m.
- 11:30 a.m. | Arrival, welcome and lunch
- 12-1 p.m. | Featured speaker – Christy Coulter, Apex Legacy Consultants
- 1-1:30 p.m. | Closing remarks and networking
Where: Bell Tower Town Hall Room | 520 Main Ave., Fargo, ND 58103
- Parking directions: Access the Bell Parkview Ramp from First Avenue South. Please stop at the kiosk and press the ticket button.
Featured Speaker
Christy Coulter, MA, CFRM, FCEP, owner and head legacy planning consultant at Apex Legacy Consultants
Christy specializes in planned giving strategy and helping donors imagine how they can align their values with their finances through legacy planning. She’s helped clients establish legacy planning programs that educate and capitalize on tax-efficient charitable tools, including qualified charitable distributions, donor-advised funds, charitable gift annuities, charitable trusts, and more. Through this work, she's inspired donors to commit hundreds of millions of dollars to loved ones and their favorite causes.
She serves at the Indiana University Lilly School of Philanthropy as an adjunct faculty member and holds a Master of Arts in Higher Education, a Certificate in Fundraising Management through the Lilly Family School of Philanthropy, and is a Fellow in Charitable Estate Planning (FCEP). Her experience in planned giving, higher education and organizational strategy make her an asset to any organization looking to drive meaningful change and create lasting impact.
Event Registration
To RSVP, complete the form below by Tuesday, Sept. 15.
Products and services offered through Bell Bank Wealth Management are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Federal Government Agency.