Live Your Values, Leave a Legacy: A Basic Planned Giving Presentation
October 26 @ 12:00 pm - 1:00 pm
We are called to be good stewards—not just for today, but for generations to come.
Join us for a welcoming and informative session on Planned and Tax-Savvy Giving—designed
to help you explore how your values can shape the world, both during your lifetime and beyond.
We’ll cover:
- What is Planned Giving? (It’s not just for the wealthy!)
- Giving While Living: tax-wise ways to be generous now.
- Simple ways to make a lasting impact: wills and beneficiary designations.
- How can your legacy support both your loved ones and the causes you care about?
- How are planned gifts to First Parish invested and used?
Whether you’re just getting started or reviewing your current plans, this presentation will offer
practical guidance and inspiration, grounded in UU values and community.
Light refreshments will be served. All are welcome. Sponsored by the Stewardship Committee and the Trustees.
For questions, please contact stewardship@firstparish.info.
No pressure or requests for donations! Just information, reflection, and community.