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Building Your Legacy

November 11, 2013 @ 7:00 pm - 9:00 pm


A planned giving seminar and dessert reception.
Have you ever noticed a certain uncanny symmetry in an old growth forest? Have you come to a place where the tallest trees flourish with orderly geometry, as if marching to some unheard song? Have you wondered how they rooted themselves there, shoulder to shoulder, in defiance of the random scattering of cones and nuts?

The answer to this riddle lies nearby, her mossy flanks providing nourishment to half a dozen tender seedlings. In the forest, the nurse log can provide support that means the difference between growth and decline. From her life, new life springs.

In one hundred years, these tender seedlings will have grown into mighty giants. Side by side, shoulder to shoulder, they will march to a long-ago nurse log’s song.

You want to know that the work you’re doing in the world today will still matter years from now. With a bequest to the non-profit organizations you care about most, you can leave a legacy that honors your intentions and your committment to future generations. It is your promise that what you value today will flourish in the years and decades to come.

RSVP to join us November 11th in the Dining Hall at the Whidbey Institute for dessert, conversation, and exploration of legacy gifts through wills, planned gifts, and  gifts prior to estate plans. Your host for the evening will be Doug Kelly, attorney and past Board WI board member. He’ll call on Bill Zook*, of PG Calc, and Bruce Herbert, past board member and Newground Social Investment founder. We’ll share stories about legacy gifts, discuss the planning and structuring of gifts in your estate, and describe the tax and other benefits of making bequests to non-profit organizations. 

* Past president of the Washington Planned Giving Council, principal author of portions of Charitable Gift Annuities: The Complete Resource Manual, and a member of the Estate Planning Council of Seattle.


November 11, 2013
7:00 pm - 9:00 pm