YWCA Legacy Giving Education Session

Description

Legacy giving, also known as planned giving, is a meaningful way to leave a lasting impact on causes you care about while ensuring your financial goals and values are preserved. In this workshop, we will explore the various aspects of legacy giving, including financial, legal, and tax considerations, to help you create a legacy plan that reflects your philanthropic vision and financial objectives. Our expert panel, comprised of an accountant, lawyer, and financial planner, will provide valuable insights and advice to guide you through the process of legacy planning.