About 10% of America’s wealth is held in cash, yet most charitable organizations default to seeking cash gifts – in effect missing over 90% of possible assets held by supporters. Why is this? 

In this workshop, we will share stories of everyday people making extraordinary differences as part of their legacy plan – while both supporting their loved ones and positively impacting charitable organizations they cherish. You will leave the workshop with a practical understanding of how charitable tools can be applied to a variety of unique circumstances and how a Legacy Planning Program can drastically re-shape the landscape of your community.