Exploratory • Values-Based Philanthropy • Documenting Your Charitable Legacy Creating Your Philanthropic Vision Set your intentions on how you would like to share your time, talent, treasure and ties. You may have noticed common threads between what is important to you and your giving. So, what’s the next step? How can you plan your giving in alignment with your values and philanthropic goals? Join us for an intimate and highly interactive virtual session that will help you clarify your goals and construct a plan for your philanthropic journey. We will explore the gifts of time, talent, treasure and ties while creating a vision and timeline that begins now, and extends to your philanthropic legacy. To allow for meaningful participation, the session will be limited to 10 attendees each. To allow for meaningful participation, the sessions are limited to 10 attendees. We ask that attendees be associated with a charitable fund at Greater Horizons (ex., fund founders, spouses, adult children, significant others associated with your philanthropic journey). Thursday, November 3 1 to 2:30 p.m. Central on Zoom Please indicate your preferred session date using the form below and include any additional guests you'd like to join you. If you are interested, but not able to attend, please still indicate your interest below, and include another month that might better align with your schedule. Since spaces are limited, we will notify you when your registration is confirmed. Questions? Contact Sidney Peterson at email@example.com or 816.627.3414. First Name Last Name Fund Name or Fund ID Email Additional Attendee Name(s) Sessions are recommended for adults. Date Preference November 3 or another month in the year (please indicate what is best for you) Comments We strive to host inclusive, accessible convenings that enable all individuals to engage fully. To request an accommodation or for inquiries about accessibility, please contact Sidney Peterson at firstname.lastname@example.org or 816.627.3414. Our Facilitators Gwen Wurst Gwen is a Senior Philanthropic Advisor for Greater Horizons, where she helps develop custom giving solutions for multigenerational families and works with private family foundations to facilitate their strategic grantmaking. She has completed 21/64 training and has walked alongside donors carrying out their philanthropic missions for over 25 years. Gwen earned a Bachelor of Arts in English with a concentration in communications at St. Olaf College in Northfield, Minn. She currently serves on the board of directors of the Henry E. Wurst Family Foundation. Whitney Hosty, CAP® Whitney is a Senior Philanthropic Advisor for Greater Horizons, where she oversees donor education programs and works closely with families and private foundations to focus and guide their philanthropic investments. She has earned the Chartered Advisor in Philanthropy® certification and has completed 21/64 training to better serve the donors she works with. Whitney earned a Bachelor of Arts in French studies and a concentration in leadership studies from Williams College in Williamstown, Mass. She currently serves on the Board of Trustees at St. Paul’s Episcopal Day School in Kansas City, Missouri and is president of the Williams College Regional Alumni Association. Kelli Doyle Kelli is a Senior Philanthropic Advisor for Greater Horizons, where she works with individuals, families and private foundations to support their charitable giving. She has completed 21/64 training and has over 10 years of consulting experience. Kelli earned a Bachelor of Arts in Psychological and Brain Sciences from Dartmouth College and a Master of Science in Education from Baylor University. She currently serves on the boards of the Modern Family Alliance and the Berkley Child and Family Development Center - Family Involvement Program.