Upstate Forever will present a breakfast workshop on planned giving March 19 from 7:30 – 9:00 a.m. at Mary Beth’s, 500 E. McBee Avenue, Greenville.
There are many planned giving tools - from charitable bequests and gifts of appreciated property to charitable remainder trusts and charitable lead trusts. Many charitable planning strategies can provide donors with lifetime retirement income while creating larger inheritances for heirs and legacies for favorite non-profits.
“Touching the Future with Charitable Planning”, will focus on the most uncomplicated and convenient planned giving tool, the Charitable Gift Annuity. This simple “split-interest” contract can be established in little or no time. It is a great planning tool for donors who wish to have an impact on their favorite charitable organization, while retaining an income stream that is “annuitized” over their actuarial life expectancy.
The breakfast workshop is made possible by a gift from The Gallivan Group at UBS Financial Services. There is no charge and all interested parties are invited to attend. Limited seating is available so please RSVP no later than March, 15 by phone (864-327-0090) or email (email@example.com).