The BCCF is pleased to sponsor a three-part Life Transition Planning educational program on behalf of the general public and the leadership of non-profit community organizations in Brown County.

 

  • October 5, 2017 – Strategic Charitable Giving – Alternatives for meeting individual and family philanthropic objectives while optimizing benefits for donors and the charitable organizations/causes they wish to support.  A discussion on how your Community Foundation provides unique and efficient charitable solutions that offer tax efficiency, flexibility, and convenience.  Presented by Phil Purcell, Senior Counsel for Philanthropy of the Fellowship of Catholic University Students.
  • October 17, 2017 – Elder Law Basics – An overview of important legal areas which affect our ever-growing elder population and their families, including financial powers of attorney, health care advance directives, guardianships, long term care planning, public benefits (Medicare and Medicaid), and estate and trust administration after a person dies.  Presented by E. Paige Freitag, attorney with Freitage, martoglio, LLC, Bloomington.
  • November 9, 2017 – Estate Planning – An overview of the need for and approaches used to maximize and protect the value of an estate and to clearly identify individual and fmily priorities for where when and how inheritances will be treated. Presented by Wanda Jones, attorney with the Jones Law Firm, Nashville.

Each session will take place from 6:00 PM to 7:30 PM at the BCCF’s Howard F. Hughes Community Room at 209 Van Buren Street North.  There is no charge and you may attend any or all of the sessions, however seating is limited, so please RSVP in advance of each program by contacting the BCCF office at 812-988-4882 or by email at vjkirby@bccfin.org.