Planned Giving Seminar and Legacy Society Dedication Ceremony

Date & Time:
Saturday, July 13, 2019 - 9:30 a.m.
Location:
Brother Jerome West Hall, 1928 Saint Mary's Road, Moraga, CA 94575
View a map and get directions.
Description: 

Please join us for a seminar, Planned Giving: Tips & Techniques for an Elegant and Efficient Charitable Legacy. Thoughtful charitable planning is the hallmark of any true legacy. Charitable planning is especially elegant when designed to fit efficiently with your tax and estate planning goals.

Presenter Paul Hunt will explain techniques for planning a charitable legacy, from a simple, annual gifting program to the flexible and tax-efficient variations of options such a charitable remainder trust. Through several common-sense examples, you will learn how your gifting strategies can stretch your generosity and leverage your legacy.

Immediately following the seminar, we will unveil the new legacy campus commemoration site that honors donors who have made Saint Mary's College part of their legacy. Brother Bernard LoCoco, FSC will provide a blessing and refreshments will be served.

Seminar: 9:30-10:30 a.m.

Dedication: 10:30-11:00 a.m.

Contact: 

Both events are free, however we request your RSVP for planning purposes to cab35@stmarys-ca.edu or 925-631-4168.

Additional Dates & Times: 
Saturday, July 13, 2019 - 9:30 a.m.
Saturday, July 13, 2019 - 10:30 a.m.