Planned Giving Planning Partners

“I have been wanting to learn more about estate planning and trusts for some time now to be of better services to our donors, and the Lunch & Learn was just what I was looking for. Tammy walked me through the process using easy to understand examples, visuals, and fun (yet appropriate) metaphors, and she answered all of my questions without burying me in “legal lingo”. I learned about the importance of setting up a trust that it will actually fulfill the wishes of the individual, and I can see how much peace of mind Cain & Cain give their clients and their families through their services. I plan to attend future educational opportunities to learn even more.”  

Leslie (Keller Kenton) Spielman.  Vice President of Development, United Way of Norman