Led by Gary Crowell, CPA, CCA, the information and advice you receive during the Legacy Giving Dialogue would cost literally thousands of dollars through an attorney, financial adviser, or CPA. Expect to leave with answers to your questions and a plan to take decisive action in this critical area of life stewardship.
Five planning documents essential for adults of all ages
Giving options ranging from bequests in wills to charitable remainder trusts
Tax considerations for personal investment and retirement accounts
Both financial and legal considerations are included
Registration is $9 to cover the cost of your lunch, and childcare is available.