What do you want your legacy to be? It’s never too early—or too late—to make a thoughtful plan. Join us for a free seminar where you’ll learn how to create a tax-smart estate plan that provides for your loved ones while also reflecting your values and philanthropic goals.
Estate Planning 101 with Charitable Intent
Thursday, November 13 | 9:30 – 11:00 am
Queen Anne Community Center,
1901 1st Ave. W, Seattle, WA 98119
During this session, you’ll learn:
-The essential components of an estate plan
-Ways to maximize your charitable giving now and in the future
-An overview of giving tools such as IRAs, appreciated stock, donor-advised funds (DAFs), and other charitable vehicles
Enjoy a complimentary continental breakfast as you gain insights to help you make confident, informed decisions about your financial legacy.
Thanks to BNY for sponsoring this event.
About the Speaker:
Chad Proctor, Senior Fiduciary Specialist at BNY Wealth Management, has more than 18 years of experience guiding individuals and families through the complexities of estate planning, trust management, and charitable giving. Chad holds a bachelor’s degree from the University of North Carolina at Chapel Hill, a JD from Saint Thomas University, and an LLM in Taxation from the University of Washington.
Space is limited—reserve your spot by November 10!
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PO Box 3541
Seattle, WA 98124-3541
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A tax receipt will be mailed to you upon receipt of your contribution.
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To get started, simply complete the online donation form or call 855.500.7433 or 855.500.RIDE to speak to a representative. You can also read more at careasy.org.
