Monday, October 11, 2010

Thinking about a charitable legacy?

Many Americans volunteer in some capacity to help others in their community. Most Americans make financial contributions to charitable organizations each year. For many, being involved in the community and giving to others is what makes one’s life rich.
What about some sort of contribution to benefit your community when you are gone? Come learn about what a charitable legacy is and the kinds of questions and planning you might want to consider as you do your estate planning. A seminar titled “Thinking about a Charitable Legacy” is scheduled from noon to 1 p.m. Tuesday, Oct. 26, in the May-Investments conference room, 244 N. 7th St. in Grand Junction. This seminar will focus more on the “softer side” of legacy planning – how to be thoughtful and strategic with your philanthropy, how to organize your legacy – and some of the tools, techniques, and tax benefits of charitable giving will be covered.

A light lunch will be provided. Please RSVP to Lisa at 263-5126.






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