Lunch & Learn: Planning Your Legacy

Upcoming Date and Time

• Thursday, Oct 30, 2025  12pm - 1pm

Location

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Details

You’re invited to a special luncheon hosted at the Wassmuth Center for Human Rights, designed to help you learn about tax efficient giving opportunities and how the steps you take now can echo into the future. Together, we can carry forward the lessons taught on our campus and empower future generations to stand against hate and build a long-lasting community that upholds human dignity.

At this informative session, you’ll learn about:

- Bequests and Wills – how to include the Center in your estate plans efficiently.
- Beneficiary Designations – simple ways to give through retirement accounts, insurance policies, or bank accounts.
- Appreciated Assets – maximizing your tax benefits with gifts of stock or real estate.
- Other Creative Giving Options – flexible approaches to align your giving with your values.

Following the presentation, join us for a Q&A with tax professionals who can answer your questions and provide guidance tailored to your goals. We look forward to welcoming you.

Brought to you by the Wassmuth Center for Human Rights and event partners Stifel Financial and Deloitte.