Beyond the Basics of Planned Giving: Bequests, Beneficiary Designations, and More May 26, 2026

We’ll explore a range of strategies that can benefit you by keeping control of your assets while also supporting the causes you care about. From beneficiary designations to retained life estates and charitable lead and remainder trusts, you’ll learn how different asset types can be utilized to align with your personal goals, maximize impact, and reflect what matters most to you.

This session is designed to demystify the process of estate planning and meet you where you’re at — no prior knowledge needed!

If you’ve been considering whether this kind of planning is right for you, I hope you’ll join us. Reserve your spot today.