No matter what the economy looks like, many “charities” want to make sure their “good friends” know that they can create a gift to carry out the work of that charity.

This presentation is designed to share what type of gift vehicles are in existence, a basic understanding of how they are structured, who is needed to complete the gift and how to know it qualifies as a “charitable gift”.

There are many issues that should be considered as an individual or family decides on the right gift. This presentation will also help guide through the process, in simple terms, and is designed to help a family make the right decision based on what a family would like happen, with what they have, and where they are in their life.

Please click the links below to RSVP to join us.

8 AM –

6:30 PM –