Stewardship Team Hosts Planned Giving Discussion
UU Society of Geneva
Stewardship Team Hosts Planned Giving Discussion
The Stewardship Team would like to invite Ted Kuczek of Kuczek & Associates, to give a presentation on the following subjects:
1) Will planning
2) Joint tenancy planning
3) Beneficiary designations
4) Disability planning
5) Living trust planning
6) Charitable giving strategies
7) Current charitable gifts
8) Planned charitable gifts (charitable remainder trust/charitable lead trust)
9) Tax efficient charitable planning (from IRAs etc.)
10) Health care powers of attorney/living wills
If you are interested in these subjects, please email stewardship@uusg.org Once we have established enough interest a date will be set.