3313 State St
Planned Giving Through the Looking Glass
Carla Long interviewed by Suzi Schomer
February 8, 2023
Don’t miss the opportunity to learn from Carla’s two decades of experience in the field. Between a professional advisor network of hundreds to accepting planned gifts of every type to creating a large Legacy Society, Carla will share tips on building your own exceptional program.
Carla Long has been a planned giving professional at Cottage Health for over 20 years. She has created a robust planned giving program which is responsible for millions of dollars in contributions each year.
Suzi Schomer is a Senior Vice President and Wealth Strategist in the Wealth Management Group of Montecito Bank & Trust. She has over 35 years of experience in financial services with expertise in trust and investment management working with local Central Coast clients and in the Portland, Oregon and Austin, Texas markets. Her experience includes the development and implementation of wealth management strategies for multifaceted, complex trust, investment management, nonprofit and private banking clients.