Charitable Giving – Giving That Pays Seminar – November 1, 2022
From D&B Strategic Marketing
Chelsea Community Foundation, Chelsea Education Foundation and Chelsea District Library are once again hosting an in-person seminar in the McKune Room of the library from 6:30-7:30 p.m. The forum is free; Register here.
The seminar will feature four panelists – Andy Kellogg, Financial Advisory, Raymond James Financial Services; Duane Stoker, tax advisor, Laurie Brewis, estate planning attorney; and Randy Ross, vice president of philanthropic services at the Community Foundation of Southeast Michigan. The seminar will be moderated by Sharee Burkel, President of The QDRO Co., LLC. To learn more about the panelists, click on this link.
Each participant will answer the most frequently asked questions regarding planned giving based on their area of expertise. Topics such as – Can I make charitable contributions through a will or trust? Can I use my IRA assets for charitable giving, during my lifetime or as part of my estate? How can I research how charities spend their contribution money? What are the key strategies to maximize your charitable impact?
Attending this seminar will be an opportunity to learn from practitioners about the best ways to give in order to have a lasting impact.
Time flies! Planning for the future also provides peace of mind, which is a good place to be.
The Chelsea Community Foundation is an ongoing charitable foundation with assets of over $2.9 million and has invested $1.9 million in the Chelsea community through grants to more than 40 non-profit organizations since 1995. The mission of the Chelsea Community Foundation is to support all things Chelsea – the important work that goes into making Chelsea a strong, vibrant and welcoming community. For more information visit www.chelseafoundation.org.
The Chelsea District Library is a non-profit organization whose mission is to engage, inspire and equip through ever-changing services and resources. The library currently serves 16,126 residents of the Chelsea area, including the town of Chelsea as well as the townships of Dexter, Lima, Lyndon and Sylvan. More than 16,000 people visit the library each month. For more information visit chelseadistrictlibrary.org.
The Chelsea Education Foundation is a 501(c)(3) nonprofit organization that funds a wide range of educational activities to benefit Chelsea students. CEF has donated $1.1 million in grants and scholarships throughout the Chelsea School District. The mission of the Chelsea Education Foundation is to enhance the educational experiences of the Chelsea School District by funding projects beyond district resources and providing scholarships to district graduates. For more information visit www.chelseaeducationfoundation.org.