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Land Conservation and Wealth Preservation: An Educational Luncheon on Leaving a Legacy and Planning Giving

March 18 @ 11:30 am - 1:30 pm

Wednesday, March 18th
11:30 AM to 1:30 PM
Aldie Mansion
85 Old Dublin Pike
Doylestown, PA 18901

Heritage Conservancy is pleased to bring you this educational event series with business partner Glenmede Trust Company, N.A., an investment and private wealth management firm. Join us for the final luncheon in the series as we explore ways in which you can leave a legacy that inspires conservation and instills philanthropic values for future generations to come.

The conversation will cover ways in which you can involve the next generation in your philanthropic decisions, how to communicate wealth to future generations, and offer a variety of charitable vehicles to fulfill your charitable goals.

Featured Speakers:
Jeffrey Marshall, President of Heritage Conservancy
Nina Cohen, Director of Endowment & Foundation Advisory, Glenmede

This event is free to attend but registration is required. To register, contact Joanna Minnella (Glenmede) at 609-430-3119 or joanna.minnella@glenmede.com. For any questions, contact Katie (Heritage Conservancy) at 215-345-7020 ext. 108 or kpaone@heritageconservancy.org.

In partnership with:

Details

Date:
March 18
Time:
11:30 am - 1:30 pm

Upcoming Events

    1. Networking with the Network: A Social Event Hosted by Heritage Conservancy’s Young Friends Network

      March 5 @ 5:15 pm - 7:00 pm
    2. Aldie Mansion Docent Training

      March 11 @ 5:30 pm - 7:00 pm
    3. Land Conservation and Wealth Preservation: An Educational Luncheon on Leaving a Legacy and Planning Giving

      March 18 @ 11:30 am - 1:30 pm
    4. Swamp Tromp

      March 28 @ 6:30 pm - 8:00 pm
    5. Aldie Mansion Green Thumb Group Information Session

      April 1 @ 10:00 am - 11:30 am