Planned Giving Session

What does it mean to leave a living legacy? Why would you consider leaving a gift and how would you go about it?

Join attorney Annie Kent Droppert for an informative session on factors to consider when making an estate plan that includes lifetime charitable giving and charitable bequests.

Ms. Droppert will discuss planned-giving vehicles, including donor advised funds, charitable gift annuities, charitable remainder trusts and listing charitable organizations as designated beneficiaries on retirement accounts. She will also answer questions from participants.

Annie is a partner with the local law firm Geittmann, Larson, Swift LLP. She focuses her practice in the areas of estate and tax planning, business planning, situs planning and trust & estate administration. Participants can join the event on zoom or by dialing in on the phone.

Please call 733-7300 or email [email protected] to register and receive the zoom link for the event!