News

Useful Information to Help You Plan Your Legacy Giving

At Heritage Conservancy’s recent Legacy Breakfast, sponsored by Wilmington Trust, N.A., guests gathered to learn about opportunities to make an impact on Heritage Conservancy’s mission and the greater community through planned giving and estate planning.

Visionary philanthropists and members of Heritage Conservancy’s Legacy Society, Brian Clark and Colleen Kokas and Linda and Phil Cacossa, took part in a panelist discussion highlighting the steps they took to create their own legacy in a personally meaningful way.

The conversation was led by Heritage Conservancy Board Member and Legacy Society Member Stephen Phillips and included practical planning information from Wilmington Trust, N.A.

Watch and listen to the Zoom presentation:

Contact Katie Paone-Kulp, Director of Development, at 215-345-7020 ext. 108 to learn more or to confirm you have already included Heritage Conservancy in your estate plans.