Estate Planning and Charitable Giving Luncheon

RSVP required by August 10th to Todd Martin, 336-518-4250 todd@shallowfordfoundation.org

Join us for a complimentary luncheon to learn how you can help your clients make a lasting impact in our community through charitable giving opportunities with the Shallow Ford Foundation.

Whether your clients are interested in supporting education, strengthening local nonprofits, honoring loved ones, or creating a permanent charitable legacy, the Shallow Ford Foundation offers a variety of giving options that can be incorporated into estate and financial planning.

During this informative luncheon, you’ll learn about:

• Donor-advised funds
• Endowment funds
• Scholarship and designated funds
• Bequests and planned gifts
• Gifts of appreciated assets and other tax-efficient giving strategies
• How the Foundation partners with professional advisors to meet clients’ philanthropic goals

This event is designed specifically for attorneys who advise clients on estate planning, business succession, and wealth transfer. You’ll gain practical information that can help clients achieve both their charitable objectives and financial planning goals while investing in the future of our region.

Lunch will be provided at no cost.