Planning your gifts for…
Investing in Lives
Investing in Futures
Investing in Hope
Whether you’ve been investing in charitable organizations for decades, years, or just a short time, there’s no doubt you’ve seen firsthand what a difference one person can make. Perhaps you’d like to do more.
There are so many questions. What can I really afford to give? How can I best maximize my gift to stretch the dollars I do give? Can I do this in a way that provides some relief from taxes? If so, how? Finally, is there a way to improve my own financial situation and at the same time help your community or an organization that is important to you?
Join us as we learn of ideas and concepts we all need to know.
Saturday, July 27, 2019
2:30 – 3:30 p.m.
With a special presentation by:
Certified Trust and Financial Advisor
Series 7, 6 & 63 Licensed Stock Broker
Former President & CEO, Longview Bank & Trust
Senior Trust Officer
78E, 80A, 80B, 84E
UWP BOD, UWPIAA Past President, UWP Staff
University of Nebraska Lincoln