Planned Giving from Soup to Nuts

Event, Santa Fe Community College, Jemez Rooms 1 & 2, 6401 Richards Avenue, Santa Fe

Wednesday, May 2, 2012, 2:00–3:30 pm, Free

The White Estate, c.1928The White sisters’ estate (circa 1928), which they bequeathed to SAR and now serves as the School’s campus.Unidentified Photographer, School for Advanced Research Archives.The White sisters’ estate (circa 1928), which they bequeathed to SAR and now serves as the School’s campus.Unidentified Photographer, School for Advanced Research Archives.

A lighthearted afternoon tea and estate planning conversation (served with a hearty helping of humor)...

Talking about planned giving, or estate giving, can seem like a dry and foreboding exercise. Exploring some of the questions and considerations that arise when looking down the road, this event will take a more lighthearted approach to financial planning for one’s future and beyond. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for family, charity, and other heirs in ways that can maximize the gift and/or minimize its impact on the donor's estate. Come share a cup with us and hear how the different types of planned gifts can benefit you and your loved ones now and for years to come.

Please RSVP by April 27 to Elizabeth Lee at (505) 954-7237 or lee[at]sarsf.org.

Hosted by GROW Santa Fe Community College Foundation

Sponsored by School for Advanced Research, Santa Fe Community Foundation, Santa Fe Chamber Music Festival, New Mexico Land Conservancy, and Wild Earth Guardians

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