Davenport Asset Management presents the Virtual Investor Summit Series

Financial Planning for Philanthropists

February 2025

Watch this video as Davenport Asset Management hosts Ann Deppman, Assistant Vice President of Planned Giving at VCU, Jason Chestnutt, Executive Director of Planned Giving at VCU, and Lisa Hatcher, Financial Planning Product Manager of Davenport & Company, as they discuss strategies every financial planner and client should consider in their philanthropic endeavors.

Click below to watch the recorded Zoom presentation or view the PDF


Davenport & Company LLC and Virginia Commonwealth University are not affiliated.