Loading Events

« All Events

  • This event has passed.

Peninsula Congregations: Planned Giving and Estate Planning Workshop

May 1, 2022 @ 12:00 pm PDT

Have you already or have you been thinking about including your church in your estate plans? Do you want to leave a legacy gift to your congregation or to other important institutions in your charitable interests?  Come learn more about how your assets can be harnessed to provide lifetime income for you and generosity and legacy to your church!

We’ll be talking about:

-How do recent changes to tax law and guidelines impact you?
-Things you can learn about the power of annuities and trusts – lifetime income streams that provide gifts to your church
-How to promote planned giving in your church and recognize donors in their lifetime

All Peninsula Deanery congregations are welcome!

Workshop Leaders:
Darren Penny, PhD, MBA, Sr. Vice-President, Thompson & Associates
Amanda Kiernan, JD, President, Mills-Peninsula Hospital Foundation
J. Davey Gerhard, ECRF, Director of Development, Diocese of California

RSVP with St. Bede’s: 650-854-6555 to speak with the administrator or leave your rsvp on the voicemail so we can get your count for lunch. If you need more information, please email daveyg@diocal.org.

Details

Date:
May 1, 2022
Time:
12:00 pm PDT
Event Categories:
,

Venue

St. Bede’s, Menlo Park
2650 Sand Hill Rd
Menlo Park, CA 94025
+ Google Map
Phone:
650-854-6555
View Venue Website