Book Description
Bernie Bostwick has spent over three decades as a manager in business and industry, after spending time serving his country in the U.S. Air Force. His career focus for the past twenty years has been financial planning. He received a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania and earned his Chartered Financial Consultant® (ChFC®) designation. He is a member of the International Association of Advisors in Philanthropy (AIP), the Partnership for Philanthropic Planning, and the Christian Leadership Alliance (CLA). Bernie is a member of Kingdom Advisors, earning a Certified Kingdom Advisors (CKA) designation. As a CAP® (Chartered Advisor in Philanthropy®), Bernie began serving nonprofits by consulting with their donors regarding how to use their resources wisely, in a way that benefits both their families and the charities they love. By focusing on the desires of a donor’s heart, Bernie and the team work to craft tax-favored strategies that protect and transfer wealth. It is his desire for building lasting relationships with his clients that has earned Bernie a reputation as a sustainability resource to help nonprofits achieve their mission and lay a firm foundation for years to come.