Nov. 4 Journalism Institute webinar focuses on planned giving
Families can feel awkward or confused trying to determine the best way to honor a loved one’s legacy after they are gone. You can ease some of that burden by planning now how you’d like your philanthropic efforts to endure.
Join the National Press Club Journalism Institute and certified financial planners from West Financial Services for “Your legacy: How planned giving can benefit you and your family,” to learn about the different types of planned gifts, how to make them, and how to maximize their impact on the causes you care about most.
Registration is open for this program, which will take place from 12-1 p.m. Thursday. Some who registered earlier will want to note that the one-hour webinar starts at 12 p.m. rather than at the earlier announced start time of 12:30 p.m.
Many people feel passionate about a charity or agency, but may believe they’re unable to donate funds at a high enough level to make a real impact. That’s not true.Donors with planned giving goals want to make a difference, and use planned gifts — through living trusts or upon their death — as a way to maximize their donation amount and minimize its tax burden on the donor’s loved ones. Gifts can range in size and scope, including annuities, charitable beneficiary designations, blended gifts, and bequests.
Whether you are new to charitable giving or are ready to fine-tune your plans, join us. Participants will leave the program with a better understanding of:
- The personal and tax benefits of planned giving
- How to balance charitable goals and family financial needs
- Why the time is right to consider charitable gifting now
- Specific options for planned giving.
The West Financial Services panelists are Cheryl W. Langston, CFP, relationship manager; Kristan L. Anderson, CFP, CEBS, director of retirement plan services; and Rick L. Gibson, CFP, senior financial planner.
About the Institute
The National Press Club Journalism Institute promotes an engaged global citizenry through an independent and free press, and equips journalists with skills and standards to inform the public in ways that inspire civic engagement. The institute has added online programming, a daily newsletter, a weekly writing group, and other support for journalists since the pandemic started.
The Institute has waived fees for most of its services due to the pandemic, saving participants like you tens of thousands of dollars. If you value what you’ve been learning from the Institute during this time, please consider donating whatever you can. The institute is the nonprofit affiliate of the National Press Club.