Putting Legacy/Planned Giving Into Practice
Time & Location
About the Event
Join us for a panel discussion to answer all your questions about legacy and planned giving. Lead by Marcy Allen of the Missoula Community Foundation and featuring experts in estate law, financial planning, and planned giving.
This workshop is free to MNC members and $25 per person for non-members. We hope to see you there (via Zoom!)
Here are the panel members and their bios:
Fran M. Albrecht, M. Ed., Providence Montana Health Foundation
Fran serves as the Chief Philanthropy Officer for the Providence Montana Health Foundation, supporting Providence St. Patrick Hospital, Providence St. Joseph Medical Center in Polson, the St. Patrick House and over 40 clinics and programs throughout Montana, and leads the Providence WA-MT region philanthropy council. Fran is president of Albrecht Strategies, LLC, providing consultation to non-profit boards, organizations and leadership. Fran earned a bachelor’s degree from Gonzaga University and masters degree from MSU-Billings. She previously served as the executive director of Watson Children’s Shelter and on several boards, including the Montana University System Board of Regents, and is currently a member of the Carroll College Board of Trustees and First Interstate Bank Advisory Board.
Amy Scott Smith, JD, Worden Thane P.C.
Amy is a shareholder at Worden Thane P.C. and has been practicing law for nearly 13 years. She primarily advises clients with regards to their estate planning, trust administration, and probate needs, including special needs planning. She also advises clients as to their real estate and business transactions. She represents a broad spectrum of clients, from young professionals to those with high net worth and/or complex family dynamics, and excels at making planning as accessible and simple as possible.
Daniel Kiely, CFP, Merrill Lynch KLO Group
Daniel started his career at Merrill Lynch Wealth Management in 2000 after working as a commodities trader at the Chicago Mercantile Exchange. As a co-founder of the KLO Group, Daniel focuses on relationship management, complex asset, liability, and transition management needs of affluent individuals, including attorneys, physicians, and entrepreneurs. Daniel is a CERTIFIED FINANCIAL PLANNER™ certificant and graduated from DePauw University with a bachelor’s degree in music.
Daniel and his wife, Kay, live in Missoula with their two children, Hayden and Evelyn. Devoted to making a positive difference in his community, he is past president of the United Way of Missoula County and current board president of The Clark Fork Coalition. In his time away from the office, Daniel enjoys fishing and is a drummer in a local children’s band.
Dan Peterson, CPA, Peterson CPA Group
Mr. Peterson’s public accounting career started in 2006 with a local accounting firm. Mr. Peterson later joined Anderson ZurMuehlen & Company and became a leader in the nonprofit sector and was a member of the peer review sector. Mr. Peterson started his own firm in 2014 now known as the Peterson CPA Group, PC. Mr. Peterson has a Bachelor of Business Technology degree from MSU-Northern (1988) and a Master of Accountancy from The University of Montana (2006) and is licensed as a Certified Public Accountant in the state of Montana.