Maximize Your Legacy Through Gift Planning

Gift Planning Webinar - May 4

Have you ever wished for a simple way to show you care about public lands beyond giving in response to our appeals or without dipping into your current finances? There is: gift planning.

Join us on May 4th for a webinar to explore important elements of gift planning, such as bequests, giving through a retirement plan, gifts of non-cash assets, leveraging your Donor Advised Fund, and minimizing tax burdens for your heirs.

Gift planning is not “just for wealthy donors.” In fact, many possibilities, such as bequests, are free to set up and you can change your mind at any time by simply changing your will.

No matter your current finances, you'll leave our session with the knowledge to prepare a legacy that will protect essential public lands, water, and wildlife for generations to come.

Presenter Brandy Bertram, the Principal and Founder of Great Big Good, has a knack for explaining gift planning in an approachable, easy-to-understand, and fun way.

For over two decades, Brandy has been dedicated to helping mission-centered leaders and organizations generate good in our communities by moving forward what matters most. Her experience spans four continents and a myriad of industries including education, entrepreneurship, economic development, land conservation, and rural infrastructure.

When: Thursday May 4, 11:00 AM MT

Via Zoom (link will be shared when signing up)

Event Details
Thursday, May 04, 2023 from 11am to 12pm (Mountain Time)
Åsa Björklund ·
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