Planned Giving Information Sessions:
The Stewardship Team will be providing two educational events about planned giving opportunities on September 18 and 25. The events will be led by Stewardship Team member, Michael Zahrt. Michael is an estate planning attorney with Foster, Swift, Collins & Smith PC who specializes in income tax management. Both events will be 6:30-7:30 pm. Refreshments will be provided. The topic for the September 18 event is “Plan Your Legacy for COS,” which provides an overview of essential estate planning documents, the difference between a will and a trust, and how to give to COS through your estate plan. The Stewardship Team will also introduce our new Trustees of Planned Giving, who are available to meet with COS members privately to discuss how to achieve their charitable goals.
The topic for the September 25 event is “Plan Your Legacy for COS.” This session will discuss Qualified Charitable Distributions, which will be important information for anyone at or approaching age 70½ with a retirement plan. The Stewardship Team will also discuss how you can use your retirement plan to leave a legacy gift to COS.