Join Us for “What’s Changed?” A Planned Giving Presentation
Thursday, September 23, 2021 11:30 a.m. – 12:30 p.m.
You’ll benefit by attending this informative session if: You enjoy giving. You know you want to make a difference and you know your support can help change lives. After you’ve taken care of your family, you feel it’s important to take care of your community.
You have questions. Recent changes in the tax law and estate planning may have created some confusion regarding how to plan appropriately.
You want answers. You’ve worked hard your entire life. Before you give a legacy gift, it’s important to understand all that goes into leaving a legacy gift. That’s why we have assembled a panel of legacy giving professionals to talk to you about recent changes in laws, provide helpful tips to take guess work out of your planning, and answer any questions you may have.
Benefits of attending. Our panel of guest speakers will walk guests through different scenarios while discussing and answering your questions on topics including:
Recent Changes in Tax Law That Affect Estate Planning
Other Reasons to Review your Estate Plan
Importance of Life Insurance Policies – do you need one?