Kearney Area Community Foundation, (Brian Neben, Central Nebraska Today)
KEARNEY — Introducing Giving for Good! Giving for Good is a series hosted by the Kearney Area Community Foundation on philanthropy, planned giving, incorporating charitable giving into your life, and other aspects of charitable gift planning that may require special consideration and expert insight.
At Giving for Good sessions we will learn from local and regional experts and professional advisors. This series is open to anyone interested in learning more about how to incorporate purposeful giving into their life.
We have our first two sessions coming up, with more information below. And be sure to keep an eye on the Giving for Good page on our website as we announce more sessions!
Legacy by Design: Estate Planning for Meaningful Impact
Join us in July for our first session on estate planning with a purpose. Whether you’re updating your will, thinking about future giving, or just starting to plan, this free seminar will help you explore how to give today as well as leave a legacy that reflects the people and causes you care about most. Our guest speaker is estate planning attorney Jack Besse with Parker, Grossart, & Bahensky LLC, an expert in helping families plan wisely and give meaningfully.
You’ll learn:
• The basics of estate planning: wills, trusts, and beneficiary designations
• How to incorporate charitable gifts into your estate plan
• The tax and financial benefits of legacy giving
• Ways to ensure your charitable intent is honored long-term
Come for the coffee and pastries in the morning session or the wine and hors d’ oeuvres in the evening session, stay for the wisdom. You’ll leave feeling more confident about how to create a lasting impact through giving.
There will be two session times to choose from, July 8 in the morning and July 10 in the early evening. Seating is limited. Both sessions will be held at the Kearney Area Community Foundation’s Community Collaboration Space (2908 W. 39th St. Suite A). More information on each is below.
Click here to register
July 8:
• 9:00-9:30 –coffee and settling in
• 9:30-10:30 – presentation/Q&A
• 10:30 – social time
July 10:
• 4:30-5:30 – grab a drink and settle in
• 5:30 – 6:30 – presentation/Q&A
• 6:30 – social time
Give Smart: Charitable Strategies for Investors at Any Stage
Philanthropy and financial growth don’t have to be separate goals. In fact, the most impactful giving comes from thoughtful planning – especially when your investments are part of the conversation.
Join us for a practical, down-to-earth conversation with financial advisor Bruce Lear with Five Points Financial Services, to learn how you can use your investment portfolio and other assets to support the causes you care about – while potentially gaining tax advantages and strengthening your overall financial strategy.
This session will help you:
• Understand how to give appreciated assets like stocks or mutual funds
• Learn about donor-advised funds and how they work
• Explore the tax benefits of strategic charitable planning
• Build giving into your long-term investment strategy.
Whether you’re just starting to invest or have a well-established portfolio, this session will show you how to give smarter. Refreshments will be served (coffee and pastries at the morning session and wine and hors d’oeuvres at the evening session).
There will be two session times to choose from, August 14 in the morning and August 19 in the early evening. Both sessions will be held at the Kearney Area Community Foundation’s Community Collaboration Space. 2908 W 39th Street, Suite A. More information on each is below.
August 14:
• 9:00-9:30 – coffee and settling in
• 9:30-10:30 – presentation/Q&A
• 10:30 – social time
August 19:
• 5:00-5:30 – grab a drink and settle in
• 5:30 – 6:30 – presentation/Q&A
• 6:30 – social time
