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Land Conservation and Wealth Preservation: Leaving a Legacy
May 13, 2021 @ 12:00 pm - 1:00 pm
Thursday, May 13th
12:00 PM to 1:00 PM
Via Zoom
Heritage Conservancy is pleased to bring you this presentation with business partner Glenmede Trust Company. N.A., an investment and private wealth management firm. Join us as we explore ways in which you can leave a legacy that instills conservation and philanthropic values for future generations to come.
During the presentation, you will learn about recent tax law changes that create opportunities for efficient and effective charitable giving as well as opportunities to use assets other than cash to save taxes, support conservation and potentially generate income for you or a loved one at the same time. We’ll cover ways in which you can involve the next generation in your philanthropic decisions and discuss a variety of charitable vehicles to help fulfill your charitable goals. Additionally, you will hear inspirational stories of how people in our community used planned gifts to support Heritage Conservancy, whose mission was close to their hearts. These gifts help to shape the character of this region through land and historic preservation.
This event is free for everyone. Register using the form below (we will send the Zoom link to all pre-registered guests). Contact Katie at kpaone@heritageconservancy.org or 215-345-7020 ext. 108 with any questions.
Fill out the form below to register; please click “send” once to submit.