Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).
The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.
Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.
More About Legacy Circle
The Catholic Foundation Legacy Circle was formed in 2009 to honor individuals and families who have made long-term commitments to the Foundation through:
- Planned gifts such as gifts from a will and charitable trusts
- Established their fund at the Foundation that is either permanent or ultimately benefits the Foundation’s unrestricted Philanthropy Fund
- Have utilized the Foundation’s resources to develop some other type of planned charitable gift
How will my gift be used by The Catholic Foundation?
The Foundation has a number of different types of gift arrangements to meet a Donor’s specific charitable intentions. Most gifts made to The Catholic Foundation ultimately accrue to the Foundation’s unrestricted Philanthropy Fund to meet the immediate and emerging needs within our Catholic community to respond to the needs of its people or become a permanent endowment fund bearing the family name, thus building a capacity to fulfill a donor’s charitable intentions not only for today but for years to come.
Legacy Circle Members
The Legacy Circle provides a way for The Catholic Foundation to recognize and thank Donors during their lifetime as well honor their memory after their lifetime. We are deeply grateful for their trust and shared charitable vision.
Legacy Circle Enrollment Form
Click here to access the Legacy Circle Enrollment Form.
Here to Serve
For more information about The Catholic Foundation Legacy Circle, or to inform us that you have remembered The Catholic Foundation in your charitable gift planning, please contact our Development Team or call 972-661-9792: