Tuesday, May 24, 2022
3:00 – 4:00 pm
Sweet Stories and Great Gifts
Have you been curious about creating a Will or Trust? Perhaps you’ve heard that Retirement Plans are a wonderful source for gifts both during and after life? Is it true that some gift instruments can bring you added income in retirement, while supporting the charities you love? What is an endowment fund?
Join us for a brisk overview of gifts that will inspire your planning and illuminate the many benefits of charitable giving. Estate planning attorney Sheryl Morrison of Lathrop GPM (previously Gray Plant Mooty) joins Kim Bowman, Way to Grow’s director of major and planned giving, to walk us through the legal and tax aspects of the gifts, while Kim offers stories of generous donors who have made these legacy gifts and why. Please register and join us!