LEAVE A LEGACY® - Events - Events in the Past - Details
CREATIVE PHILANTHROPY IN UNCERTAIN TIMES
Date: Nov 20th, 2008
Time: 9:30 am, Registration; 10 to 11 am, Presentation
RSVP By: Nov 18th, 2008
The Buffalo Club
388 Delaware Avenue
Buffalo, NY 14202
Map & Directions
LEAVE A LEGACY® WESTERN NEW YORK cordially invites partners and their honored guests to a special panel discussion to assist individuals in creative gift planning to meet their philanthropic goals during these uncertain times.
Leaving a planned gift to a valued charity or cause is a wonderful to continue our generosity beyond our lifetime. Our gifts will not only help our chosen beneficiaries in the future, they may provide helpful tax deductions now when they are most needed.
Our expert panelists will describe ways for all of us to make a difference to the organizations we care about, because every estate, regardless of size, deserves to be planned. Only then can we be sure our wishes are carried out.
Our panelists will be:
David H. Desmon, CFP®
Senior Vice President - Wealth Management Advisor
Merrill Lynch
Gayle L. Eagan, Esq.
Partner
Jaeckle, Fleischmann & Mugel, LLP
Wendy M. Irving, Esq.
Assistant Vice President for Gift Planning
University at Buffalo, Office of Gift Planning
Robert W. Wunsch, CFP®
Financial Planner
Learn more about planned giving - what it means, what giving vehicles might work for you or your donors and have your questions answered during this special presentation.
Partners bringing a guest will be entered into a special drawing!
No fee required but we do request a reservation to
make appropriate arrangements for those attending.
