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Are you getting the most out of your LEAVE A LEGACY partnership?
Our lunch programs are all very informative and we aim to appeal to all levels of development efforts. These skill-building seminars are also great opportunities for networking with the financial planning and legal communities. If there are participants in your organization who would benefit from what we have to offer, please let us know and we will add them to the recipient list. Or, feel free to forward emails to others in your company. Sometimes the primary contacts at your organizations aren't the ones doing the development work.
Such was the case this m
orning. I had a conversation with a board member of a longtime LEAVE A LEGACY nonprofit partner. She was asking about the mentor program since she had seen the application that came with their 2016 renewal application. As we talked about their development needs, I realized that we offered many networking lunch programs that would have been ideal for her in her role on the board but she isn't the one getting our emails communications and hadn't heard about them.
And, speaking of the mentor program, don't forget this additional benefit of membership! We offer a Mentor Program, free for members where you will be paired with an experienced development professional who can help with your organization's individual giving program needs. You can download an application
here.
Thank you for being a part of LEAVE A LEGACY York County!
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2016 Steering Committee
W. Robert Berkebile
Chair
Bradley C. Jacobs
Treasurer
Kathy M. Auchey
Marketing Chair
MacGregor J. Brillhart, Esq.
Professional Adviser Chair
Victoria A. Connor
Partnership Chair
Daniel E. McGarry, Jr., CLU, ChFC,
Immediate Past Chair
Terri Altland
Jennifer Brillhart, MPA, CFRE
Ann Davis
Trent Davis
Bobbi Anne DeLeo
Jennifer A. Galloway, Esq.
Zane Gizzi
Bonnie Grizzell
Vicki Haake
Richard K. Konkel, Esq.
David A. Mills, Esq.
Chad A. Myers
Janine Pflaum
William Rhinesmith
Richard Robinson
Thomas M. Shorb, Esq.
Kevin J. Smith, CFA, CFP, ChFC
Alex E. Snyder, Esq.
Bryan K. Tate
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Upcoming Events
- Leave A Legacy Marketing Committee Meeting - July 14th at 3:30pm @ Bar Foundation - Are you interested in joining the committee and helping plan the Luncheons, eNewsletter, and other Leave A Legacy events? Come join us at our July meeting!
- Networking Lunch - Tuesday, September 20, 2016
- Tools of the Trade, Part 1 - Revocable Instruments by Jenn Galloway and David Mills.
- Networking Lunch - Date TBD
- Tools of the Trade, Part 2 - Irrevocable Instruments by Mac Brillhart and Dan McGarry.
An offering from one of our member organizations:
Susquehanna Valley Planned Giving Council Educational Session - Gift Acceptance Policies - Why Every Nonprofit Organizations Needs Them
Friday, July 15, 2016
8:00 AM to 10:00 AM
witf Public Media Center
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2016 Membership Drive
- We are just finishing it up - if you are one of the few groups who have NOT submitted your 2016 application and dues and would still like to be a part of LEAVE A LEGACY York County, you might still have time. Send an email to lalyork@yorkbar.com to inquire.
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Partnership Spotlight - New Partners for 2016
Professional Advisers
Mr. James Lyter, Lyter Financial, LLC
Mr. Eric Cain, Pennica and Associates
Mr. James Lehman, Pennica and Associates
Mr. Jay G. Pennica, Pennica and Associates
Non-Profit Organizations
York County Parks Charitable Trust
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Kevin J. Smith |
Boost Your Income (and Make a Difference!) with a Charitable Gift Annuity
By: Kevin J. Smith, CFP, CFA, ChFC
Are you charitably inclined and frustrated with historically low interest rates on CD's? Consider a Charitable Gift Annuity, or CGA, which generates an attractive lifetime income, produces significant tax advantages, and also supports a meaningful organization! A CGA enables you to contribute cash, marketable securities, and/or other property to a charitable organization in exchange for a lifetime annual fixed payment and an immediate tax deduction equal to the present value of the charitable remainder interest. The lifetime payment can be made to you and, if you choose, to a second beneficiary with income payments made jointly or successively. Payments can begin immediately or be deferred to a future date. The charity is contractually obligated to make the payments, even if it must tap into its general funds to do so. Payments are fixed from the outset, and will remain constant regardless of what may happen to interest rates or the stock market.
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If you have any questions or concerns regarding this eNewsletter or would like to submit an article, please notify LEAVE A LEGACY York County at
lalyork@yorkbar.com or www.lalyork.com. |
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137 E. Market St.
York, PA 17401
www.lalyork.com
Leave A Legacy
® York County
A Program of the York County Bar Foundation
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