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The Community Chest will present "Planned Giving," on National Philanthropy Day (NPD), which is celebrated annually on Nov. 15. The workshop will be held from 9:30 a.m.- 1 p.m. at The Donald A. Quarles School.
The Community Chest will join other communities worldwide in celebrating NPD, which was started in 1986 by President Ronald Reagan. The annual event is intended to increase public interest and awareness about philanthropy, knowledge on giving, volunteering and engagement at the charitable level to assist the public with their own philanthropy.
The workshop, led by Jim Sonneborn and Lesley Draper, Wealth Advisors from Regent Atlantic LLC, will cover the integration of charitable giving with a donor’s financial plan. The session will help donors understand,
- Their capacity to give,
- Determine the best time to give,
- Identify the most appropriate strategy for a donor,
- Examine methods that could improve cash flow from investments,
- Look at the impact on estate planning.
Five essential planned giving strategies will be presented covering,
- Existing or new life insurance policies,
- Retirement plan beneficiary designations,
- Charitable gift annuities,
- Charitable lead trusts,
- Charitable remainder trusts.
A question and answer session will follow the presentation.
The workshop is free and open to the public. Call Shelly Wimpfheimer, Executive Director of The Community Chest, to register at 201-568-7474.
The Donald A. Quarles School, located at 186 Davison Place in Englewood.
For over 80 years, The Community Chest, a nonprofit, tax-exempt organization, has supported local not-for-profit agencies in the Englewood area. Each year, The Chest raises funds and allocates them to agencies that have demonstrated the capacity to provide services to local citizens. The Chest also provides other coordinating and planning services in the communities of Englewood, Englewood Cliffs and Tenafly, serving as a bridge between agencies and organizations and investing in the stability and quality of the service network.
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