November Luncheon - Opportunities for Generosity: Leveraging Clients’ Special Circumstances
Save the date. A formal invitation to RSVP for the lunch will be coming shortly.
Charlotte Community Foundation (CCF) & Charlotte Estate Planning Council (CEPC) Luncheon
Wed., Nov. 12, 2025—11:45am-1:15pm, CCF (also providing lunch)
Opportunities for Generosity: Leveraging Clients’ Special Circumstances
In this session, we look at situations that individuals and families find themselves in with tax and financial implications. We specifically explore solutions utilizing charitable techniques that allow them to achieve both financial and philanthropic objectives. We will also discuss provisions of the “One Big Beautiful Bill Act” that might affect the timing and structure of your clients’ charitable gifts.
Presenter: Shari Fox
Shari Fox is an experienced advisor with more than 30 years in the charitable sector. She began her career with Fifth Third Bank in Cincinnati, Ohio, first in the controller division, then managing banking centers, and finally in their institutional trust division, providing specialized administration of endowment funds and planned gifts for nonprofits of all types and sizes.
She then transitioned to leading planned gift programs for major research universities, including the University of Illinois and the University of Michigan. Now through Fox Philanthropic Advisors LLC, Shari consults with nonprofit organizations to help them develop or enhance their philanthropic efforts. She partners extensively with her local community foundation, the Community Foundation of East Central Illinois, consulting on gifts of noncash assets.
A graduate of Miami University (OH) and with an MBA from Xavier University, Shari is a past chair of the National Association of Charitable Gift Planners, where she continues to serve on the Leadership Institute, and is a member of the Chicago Council on Planned Giving, Central Illinois Charitable Gift Planners, and the Eastern Illinois Estate Planning Council. She holds the Chartered Advisor in Philanthropy® designation from The American College of Financial Services. Shari loves teaching and is a seasoned public speaker, presenting at multiple seminars and conferences at the local and national level.
