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Planned Giving Seminars

The University of Minnesota Morris Development Office and Ben Webster, planned giving officer at the University of Minnesota Foundation, invite you to join us for a conversation about planned giving and estate planning. All attendees will receive helpful information and the Personal Estate Planning course to take home.

DISCUSSION TOPICS

• How tax law reform may impact gift planning
• Strategies for creating an estate plan that reflects your wishes
• Tax-wise gift options to benefit heirs, charities, or both
• Charitable gifts that can increase your lifetime income
• Giving through a donor-advised fund

Please feel free to bring guests who may be interested. We will be happy to answer questions during and after the presentation.

RSVP

If you have trouble accessing the form, please contact Jeff Lamberty, development operations coordinator, lamberjj@morris.umn.edu, 320-589-6386.

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