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  • Writer's pictureAndrea Nelson

A Recap of Our Legacy Planning Event

We recently hosted a Legacy Planning Event, and while we missed seeing some of you there, we want to ensure you don't miss out on the valuable information shared during this event. Here's a quick recap of what you need to know.

Our panelists covered three key areas: estate planning, managing your financial resources, and understanding tax benefits and changes. These topics are not only informative but also essential for securing your financial future.

I had the privilege of presenting how the Foundation can serve as your trusted partner for giving. We aim to make the giving process simple and flexible, allowing you to leave a lasting legacy in our community. Any gifts to our endowment funds qualify for the ND Charitable Income Tax Credit, and if you're interested in creating your own fund, we can help with that too.

We're here to make your philanthropic journey as smooth and impactful as possible. If you'd like more information or if you'd like to request a copy of the panelists' presentation, please don't hesitate to reach out. We're always ready for a friendly chat and to answer your questions.

Thank you for your support and for being a part of our community. We look forward to the opportunity of connecting with you and helping you make a positive impact.

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