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Greetings!
Mark your calendars for all the upcoming events for 2016, and start with the next Networking Lunch scheduled for Tuesday, May 24th, at SpiriTrust Lutheran on Pennsylvania Avenue in York. The topic, "How to Identify Prospects & Get the Conversation Started," will be presented by Chad Barger, CFRE, a new speaker for our Networking Lunches.
Chad is a fundraising productivity strategist. As principal of the one-man firm, Productive Fundraising, he is a fundraising coach, consultant, blogger and speaker. He specializes in teaching fundraisers and boards to work smarter, not harder, for greater results.
Hope to see you on May 24th!
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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 - May 12th 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 May meeting!
- Networking Lunch - Tuesday, May 24, 2016
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How to Identify Prospects & Get the Conversation Started
by Chad Barger, CFRE
- Networking Lunch - Tuesday, September 20, 2016
- Tools of the Trade, Part 1 - Revocable and Irrevocable Trusts by Jenn Galloway and David Mills.
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2016 Membership Drive
- Don't forget to submit your membership dues and information for 2016 by April 30! Download your application here (nonprofit or professional adviser) and help us save follow-up calls! We would like to have the Partnership Booklet to you by early summer 2016!
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Do you know another nonprofit who would benefit from our Leave A Legacy program? Application will be on the website at www.lalyork.com.
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Partnership Spotlight - New Partners for 2016
Professional Advisers
Mr. Glenn R. Spinello, Artisan Value Advisors
Mr. Robert A. Bowen, Wells Fargo Advisors, LLC
Robert Clofine, Esquire, The Elder Law Firm of Robert Clofine
Erik D. Spurlin, Esquire, The Elder Law Firm of Robert Clofine
Non-Profit Organizations
Susquehanna Valley Planned Giving Council
Misericordia Nursing & Rehabilitation Center
York County Food Bank
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Thomas M. Shorb, Esq. |
Featured Article
Suggestions for Planning Charitable Gifts
By: Thomas M. Shorb, Esq.
Suppose you want to make a donation to a charitable organization. Have you ever considered using your retirement account? Many of my clients are unaware of the possibility of using their IRA to fund charitable gifts upon their death. In actuality, there are many advantages to making gifts to charitable organizations through retirement funds. Charities are not required to pay any state inheritance tax or federal estate tax; nor do they pay federal income tax. These tax exclusions, therefore, allow charitable gifts made from IRA funds to reach the intended beneficiary free from state and federal taxation.
Now suppose you have an IRA, as well as cash or other assets to give away by your will. You have a favorite non-profit organization that you would like to support through a charitable bequest, but you also have children whom you'd like to receive the rest of your estate. The question is, how can you plan the distributions so that each beneficiary - your children and your charity of choice - will receive the maximum possible amount?
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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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