Inspiring Community Philanthropy Series

November 07, 2014

Posted By: Shaunescy

Inspiring Community Philanthropy Series

November 11th: Leave a Legacy In Your Community – Ways to Plan your Giving to Make the Greatest Impact

Who? YOU! Whether you are in your 20’s or 80’s – this session will impact your future. This Inspiring Community Philanthropy Series events are hosted by the Bozeman Area Community Foundation and the Women's Foundation of Montana. Every event is free and open to the community.

What? Join us for this community conversation on ways to plan your giving to make the greatest impact! We will be featuring Dr. Marsha Goetting for this inspiring session! Dr. Marsha A. Goetting is a Professor and Extension Family Economics Specialist at Montana State University in Bozeman. During the past six years she has presented over 330 educational sessions reaching over 11,500 Montanans with financial and estate planning information. She has also authored over 76 MontGuides and bulletins and has received national, regional, and state awards for her financial management and estate planning programs. Dr. Goetting received her Bachelors and Masters degrees in Family Economics and Adult Education from Kansas State University and her PhD from Iowa State University.

Additionally, we will hear from a community member who uses planned giving to support causes in the community that matter most to him. Join us for this inspiring community conversation!

Where? The Beall Park Center – 415 N. Bozeman Ave.

When? Light bites and drinks start at 6:30pm with a community conversation to follow from 7 – 8pm.

Why?  The charitable gift. It’s one of the most powerful tools for changing the world. And to encourage that behavior, the Internal Revenue Service has a complex set of tax breaks for different kinds of charitable giving. Taking advantage of those rules allows you and your charities to get more out of your giving. Whether you’re already giving to charity or you would like to start giving, we can help make your gift go farther through this session.

The most common charitable gift is the direct gift of cash or property. It’s the gift made during the pledge drive, the check left in the collection plate at church, or the sack of given clothes given to Goodwill.

But direct gifts often aren’t the most effective ways to give. That’s where planned giving comes in.

Planned giving is first and foremost about helping your philanthropic causes. And through the use of advanced estate planning techniques you and your charities can get more out of the giving you’re already doing!

Your favorite charities can get a significant boost from your charitable planning:

  • Predictable future gifts made as part of an overall estate plan provides the charity with planning and budgeting certainty
  • Charities can receive charitable gifts sooner—often during your lifetime, rather than waiting until you pass away

Let’s learn more together about how your can give more effectively to causes that matter to you through planned giving. Join us on Tuesday, Nov. 11th for this important community conversation!


Bridget Wilkinson --

Executive Director I Bozeman Area Community Foundation

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