DECEMBER 2019 NEWSLETTER


Happy Holidays from Leave a Legacy!

Thank you for raising awareness about legacy giving this past year. Together, we can educate our friends, neighbors, and other York Countians on the importance of keeping dollars here in our community through proper planning.

In 2020, we will continue these efforts with additional billboards and a yard sign campaign. Be sure to come to Steering Committee meetings and read upcoming newsletters for further information on these efforts. Additionally, please welcome Shannon Berwager to her new role as Marketing Committee Chair. She will be taking over the reigns from Jen Hitz in January. Shannon has been a part of the Marketing Committee for the past several years as a representative from the Margaret E. Moul Home. Thank you for taking on this leadership role, Shannon!
2019 Steering Committee

W. Robert Berkebile
Chair
MacGregor J. Brillhart, Esq.
Professional Advisor Chair
Victoria A. Connor
Partnership Chair
Jennifer Hitz
Marketing Chair  
Bradley C. Jacobs
Treasurer
Daniel E. McGarry, Jr., CLU, ChFC, 
Immediate Past Chair
Bryan Tate
Program Committee Chair


Kimberly Alvarez
Shannon Berwager
Jennifer Brillhart, MPA,          CFRE
Averie Clark
Trent Davis 
Jennifer DeAngelo
Jennifer A. Galloway, Esq. 
Kelley Gibson
Bonnie Grizzell
Melissa Gross
Richard K. Konkel, Esq. 
Heather Maneval
David A. Mills, Esq. 
Diana Mohn
David Morais
Chad A. Myers 
Janine Pflaum 
Heather Seton
Nicole Shaffer
Jim Shenk
Thomas M. Shorb, Esq.  
Kevin J. Smith, CFA, CFP,      ChFC
Alex E. Snyder, Esq. 
Jackie Summers






Brad Jacobs Receives Award

Brad Jacobs, long-time member of the Steering Committee of Leave A Legacy York County, recently received the PA State Association of Elected Officials (PSAECO) Virgil Puskarich Award of Merit at the PSAECO Legislative Appreciation Dinner 12/10/19. 

The program described him as follows: 

Bradley Jacobs, the current York Co. Register of Wills/Clerk of Orphans' Court, decided not to run for re-election for a sixth term in 2019. In a January 2019 article in the York Daily Record, Brad stated "Abraham Lincoln once said, "I like to see a man PROUD of the PLACE in which he lives, I like to see a man live so that his PLACE is PROUD of him." It is my hope that others will be as proud of my legacy of service above self as I am... I am honored to have served as long as I have, now the longest-serving elected Register/Clerk since 1839."
 
Brad spent more than 40 years in public service, first as Secretary of the West Manchester Twp. Authority for  13 years (Shiloh Water System), then as a West Manchester Twp. Supervisor for 10 years and the past 20 years as York Co. Register/Clerk. Mr. Jacobs was President of the Registers/Clerks Association of PA and served as a delegate to PSAECO Legislative Committee for nearly two decades.
 
In addition, he served in the Ridge Administration as Division Chief in the PA Dept. of General Services. "It was an  honor to have had such an amazing opportunity in public service locally and across the Commonwealth.   The  enduring friendships inspired me to do better by others, and challenged me to remain humble, yet passionate, when It comes to serving the people. The more than 40 year journey is one that I will never forget. It wasn't always easy to serve. However, it has been rewarding, knowing I have helped so many people."
Help us spread the word!

The marketing committee has brainstormed ways to create positive content to spread awareness of Leave a Legacy and, we hope, generate donors in the process. We are asking partners to assist in a few ways:
  1. Please submit a brief story (3-5 sentences) on how Leave a Legacy has impacted your non-profit. Example: The YWCA York received an estate gift of $250,000 - this means we were able to provide care packages for over 200 women and children in our shelters; and fund 100 girls on scholarship through the Girls on the Run program. This donor has Left a Legacy for the lives he or she touched.
  2. We have new billboards up in four locations in the area. If you spot one and can safely snap a photo, please send to LALYORK@Yorkbar.com with the location of where it was spotted.
  3. The items above will provide content for several areas, including our Facebook page. Please like the page, and share the page personally and on your business page.
  4. We are always looking for new content ideas, and welcome your creative thoughts.
2020 Membership Information 

The 2020 Nonprofit and Professional Advisor Partner applications will be out soon. Again this year, if you join both Leave A Legacy and the Estate Planning Council, you can receive a 20% discount on the dues for each organization. 
Community Caller

Volunteers Needed - Boards/Upcoming Events

1. Cultural Alliance of York County:  Leg Up The Cultural Alliance of York County will host its annual CelebrateARTS Week of free cultural events January 19th - 25th. Each day of the week features a different event celebrating York's rich cultural community, from dance workshops to storytelling, as well as a Willy Wonka themed scavenger hunt and movie screening at the Appell Center for the Performing Arts. Full details of the week's events are available here. 
2. York County Food Bank:  VOLUNTEER OPPORTUNITIES!
Spanish Registration: We are in need of a Spanish-speaking individual to assist with registration during our two weekly food distributions.
Cleaning:  We are in need of a volunteer to help clean our office and shopping floor and break room on a weekly basis.

3.  York College of PA: 
They Call Me Q  With Qurrat Ann Kadwani, February 4, 2020, 7:30pm, Waldner Performing Arts Center

This emotionally charged comedy follows  13 characters over the course of one hour  all brought to life by one actress, Qurrat  Ann Kadwani. They Call Me Q speaks to  the universal search for identity  experienced by immigrants of all nationalities . Broadway World called the show, "A Theatrical Experience to Remember."

D. Watkins: We Speak for Ourselves Writer-in-Residence
February 6, 2020, 7:00pm, DeMeester Recital Hall

D. Watkins is a New York Times bestselling author and Editor-at-large for Salon. His latest book is We Speak for Ourselves: A Word from Forgotten Black America. He teaches at the University of Baltimore and lives in East Baltimore. Jada Pinkett Smith calls Watkins: "The voice of the future."
 
4.  UPMC: 
Date  - February 6, 2020
Time - 6 to 7 pm
Location - Outpatient Services at UPMC Memorial
            1703 Innovation Dr. York, PA 17408
            Conference Room
Title of Event- Let Us Put You On the Right Track
Presenter- Lisa Roth, BSN, CCRP
Description - An overview of how Cardiac Rehabilitation is designed to assist anyone who has had a recent heart event recover, get stronger, and help to manage their heart issues. If you or someone you know has recently experienced heart surgery, heart stenting or angioplasty, a heart attack or heart failure, you will want to attend this free presentation. 

Date - February 17, 2020
Time - 6 to 7 p.m.
Location - 400 York St. Hanover, PA 17331
Title of Event- Radiation Oncology: An Intro to the Healing Beam
Presenter- David Barron, MD
Description- Learn how radiation oncology has changed the way we provide treatment. Dr. Barron will explain how using radiation can help shrink tumors to make surgery or chemotherapy more effective.We will review the different types of radiation and how we work together to plan your treatment options.
 
5.  Servants, Inc.:   VOLUNTEER OPPORTUNITIES!
Servants has corporate and individual volunteer opportunities every Tuesday, Thursday, and Saturday. If you or a team of colleagues/friends would like to volunteer for a home repair project in York County, please call Alisha Crooks at 717-378-0336 for more information or to sign up!

6.  York County History Center:  VOLUNTEER OPPORTUNITIES!
1. The York County History Center is presenting "Adventures in the Chocolate Factory: Family Day on Saturday, January 25, from 10am - 4pm. Kids of all ages are invited to experience the world of Willy Wonka at the Agricultural and Industrial Museum at 217 W. Princess Street to make your own slushie, taste chocolate from around the world, visit the instrument petting zoo, and more during this interactive free event in conjunction with the Cultural Alliance Celebrate the Arts Week. Volunteers are needed to assist with the event. If you are interested in helping please contact Christine Cooper, Manager of Public Programs.
2. Library and archives volunteers needed! Help researchers and York County History Staff by cataloging, digitizing photographs, and processing genealogy requests. Contact Nicole Smith for more information. 

And to all LAL Partners - when you are planning or marketing your events, be sure to post them on the United Way's Community Calendar .


Strategies to Maximize Charitable Giving in the Post-Tax Reform Landscape
   by Laurie M. Peer, CPA, CFP®, Partner, RKL LLP, and           President, RKL Wealth Management LLC

The Tax Cuts and Jobs Act turned conventional planning wisdom on its head, thanks to the substantial increase in the standard deduction and changes to allowable itemized deductions. In the wake of tax reform, individuals and pass-through business owners are looking for ways to maximize the benefits of remaining itemized deductions, including the charitable contribution.
 
While people will likely continue to support valued causes or charities because they care, there is no denying that the tax deduction for charitable contributions has been a reliable and flexible way for individuals to combine philanthropic and personal financial impact. In the post-tax reform landscape, however, it is critical that donors consider the ideal timing and methods of donation in order to claim maximum tax savings. 



If you have any questions or concerns regarding this eNewsletter or would like to submit a question or request, please notify LEAVE A LEGACY York County at lalyork@yorkbar.com or www.lalyork.com.

137 E. Market St.
York, PA 17401
www.lalyork.com

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