Yesterday, our director of planned giving, Audra Lewton, met with professional advisors to discuss appreciated property and retirement assets, charitable remainder trusts, and the unique role a community foundation can play in helping clients meet their charitable goals. Our experts are here for you. Want to learn more? Contacts us today! https://lnkd.in/eFSe_3XT
I recently had the pleasure of speaking with a group of professional advisors about how to help clients who want to turn their assets into a force for good and make a meaningful difference for causes they care about—today or through their estate. Looking forward to continuing the conversation in 2025 and beyond…! Thank you to the Estate Planning Council of Long Island, Inc. and Council president Peter Manzi for having me and The Trust, to Kerri Winans Kaley at The Bristal for hosting us in such a lovely space, and to Alison Gladowsky, Esq. for your opening remarks and the photo of me with David Okorn.