September 8, 2021 11:45AM-1:00PM
A Growing Promise: Luncheon for donors considering planned gift options
215 Warren Road
Ithaca, NY 14850
A Growing Promise is a special designed philanthropy opportunity event. Are you considering a planned gift or looking for income? Learn more in our seminar about tax smart ways to support your needs and those of your favorite charities. Please join us as Marcie Finlay of Coughlin & Gerhart LLP, and former Community Foundation board member, discusses fresh insights into estate planning.
Does planning take a lot of time? Do I need a Power of Attorney, a will or trust? Do you need income now? Ms. Finlay will discuss the newest version of the New York State Power of Attorney form, uses and roles of a will, trust, beneficiary forms and charitable gift annuity options to fit your interests and tax planning needs. No solicitations will be made.
CLICK HERE to learn more about Community Foundation’s Legacy Society
While seating is limited and attendance is by invitation, please feel free to invite a friend. Lunch is included and we will start promptly at 12:00 PM. RSVP using the link above or to Jessie at 607-272-9333. We look forward to seeing you!
If you cannot attend call Nancy Massicci for a packet of information. Please consider a planned gift, a promise today to help grow the communities funds tomorrow.