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PLANNING TODAY FOR TOMORROW - CHARITABLE GIVING, LIFE AND LEGACY

Upcoming Sessions

1. Thursday, May 20, 2021 9 Sivan 5781

7:00 PM - 8:00 PM 1 week after

2. Thursday, May 27, 2021 16 Sivan 5781

7:00 PM - 8:00 PM

Fourth Part of the 7 Week Program Discussing: The Finances, Legalities, Ethics, And Morals Associated with Jewish  Afterlife Planning

 

                          

 

Thursdays, May 20 and May 27, 2021, at 7 PM ET

Hosted by Todd Dahlstrom, Sr. VP at PNC Wealth Management, Lottie Nilsen, Regional Program Manager from UJA/Federation's Life and Legacy Program.

A.    Benefits of Charitable Giving

i.    Building community
ii.    Tax benefits

B.    Structured Charitable Giving

i.    Private foundations
ii.    Donor-advised funds
iii.    Charitable gift annuities

C.    Structured Charitable Giving Vehicles

i.    Charitable remainder trusts
ii.    Charitable lead trusts

D.    Bequests and Beneficiary Designations

i.    Qualified Charitable distributions
ii.    Gifts
iii.    Insurance

E.    Life and Legacy Program at Congregation Shaarei Kodesh

i.    Lottie Nilsen will discuss the Life and Legacy program that is already in place at CSK, and what you can do to become a benefactor of CSK in perpetuity.


 


 

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Sun, May 16 2021 5 Sivan 5781