Planning Strategies to Help Those in Crisis Virtual Event

March 7th, 2024 | 10:00 a.m. Central Time

Virtual

There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming. For those that would like to help but don’t know where to start, join our webinar to learn how to identify organizations that may have the largest impact on the people and causes you care about. Buckingham Wealth Advisor Adam Yofan and Kelly Uranker, Vice President of the Center of Philanthropy at The Pittsburgh Foundation, will facilitate this 30-minute outcome-focused webinar.

In this webinar, we’ll cover:

  • Environmental crises, education gaps and local and national basic needs
  • How to research and select organizations so that your dollars impact the people and causes you care about
  • Charitable gifting options and ways to maximize your donation
  • Kelly Urkaner  |  Vice President of the Center of Philanthropy at The Pittsburgh Foundation

    A staff member of The Pittsburgh Foundation since 1998, Kelly has worked closely with donor families for nearly 20 years. In her current role, she works closely with program and development staff to develop and implement tailored educational programs for the foundation’s donor community. She also oversees the planning and implementation of all online giving initiatives. From her experience, she understands deeply what motivates successful giving campaigns. She is a graduate of Wellesley College, where she majored in literature and political science.

  • Adam Yofan  |  Wealth Advisor, Buckingham Strategic Wealth

    Putting his deep and diverse experience to work, Adam spends his days helping clients address their multilayered issues in areas such as portfolio construction, tax minimization, retirement planning, asset protection, and estate and legacy planning.

    Adam’s favorite part of his professional life is getting to know the diverse individuals, families and business owners with whom he works. He loves interacting with goal-driven people — hearing their stories, learning their life path, understanding their aspirations and helping them navigate the financial challenges they face.

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