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Leave more than footprints.
This year, we would like to continue sharing this theme throughout the community. You will likely see Leave a Legacy ads in community publications as well as a more concentrated effort to post information/ads/videos on social media.
We also encourage each of you to revisit the materials from last fall's marketing campaign and determine ways you can continue to use them within your own business or organization. Resources can be accessed at:
http://bit.ly/LALPrint
You often hear that "it takes a village" and that is because it's true. It is critical that we educate our friends, family, neighbors, clients, and donors about the change that's possible when we all leave something more than just our footprints.
As always, should you have thoughts, questions, or opportunities you wish to share, please forward them to the Marketing Committee via Kendall Menzer. Thank you.
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2017 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 K. Tate
Program Chair
Terri Altland
Shannon Berwager
Jennifer Brillhart, MPA, CFRE
Donna Chandler
Trent Davis
Bobbi Anne DeLeo
Jennifer A. Galloway, Esq.
Bonnie Grizzell
Melissa Gross
Jill Hartman
Richard K. Konkel, Esq.
Kristen Marquis
David A. Mills, Esq.
Diana Mohn
David Morais
Chad A. Myers
Janine Pflaum
Richard Robinson
Thomas M. Shorb, Esq.
Kevin J. Smith, CFA, CFP, ChFC
Alex E. Snyder, Esq.
Mary Anne Winkelman
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Upcoming Events
Keep your eyes open for information about Networking Lunches coming in the Fall!
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Featured Question
Who Should Establish a Charitable Gift Annuity and When?
Someone who is charitably inclined, frustrated with historically low interest rates on CDs and similar investments, and seeking to increase their income without assuming additional risk may be an ideal candidate for a Charitable Gift Annuity, or CGA. A CGA can generate an attractive lifetime income, produce significant tax advantages, and simultaneously support a meaningful organization. One can contribute cash, marketable securities, and/or other property to a charitable organization in exchange for a lifetime annual fixed payment and an immediate tax deduction equal to the present value of the charitable remainder interest. The lifetime payment can be made to the donor and, if they choose, a second beneficiary with income payments made jointly or successively. Payments can begin immediately or be deferred to a future date. The charity is contractually obligated to make the payments, even if it must tap into its general funds to do so. Payments are fixed from the outset, and will remain constant regardless of what may happen to interest rates or the stock market.
The amount of the income payment depends primarily upon the age of the income beneficiary, also known as the "annuitant." Unlike interest from a CD which is fully taxable as ordinary income, a fixed amount of each CGA payment is tax-free. When appreciated property or securities are donated to fund the annuity, a portion of the income payment will also be taxed at more favorable capital gains rates. Only the remaining amount of the income payment is considered interest and taxed at ordinary income rates.
Kevin J. Smith has been named "One of America's Best Financial Planners" by Consumers' Research Council of America. He is Executive Vice President-Wealth Management with "Smith, Mayer & Liddle", a wealth advisory group with Janney Montgomery Scott, LLC, a full service financial services firm in York, PA.
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Community Caller
Volunteers Needed - Boards/Upcoming Events
1.
Bell Socialization: Looking for the perfect match?
Look no further. We're down on one knee . . . just waiting for you to say Yes!
As a fully-engaged member of the Bell Socialization Services Board of Directors, you will be challenged to bring your vibrant self to a seat at the table with a roster of seasoned members who are eager for fresh energy, thoughtful ideas, and creative thinking to advance the mission of our 50-year old community impact organization.
2.
PIRC (Pennsylvania Immigration Resource Center): Is
a legal services nonprofit based in York County that provides free legal services and education to low-income immigrants to obtain or preserve their legal immigration status. We are seeking an interested community leader to join our Board of Directors who will support our mission and the strategic development of the organization. For more information, please contact
Mary Studzinski, Executive Director.
3.
York County History Center: We are looking for committee members to assist with our annual History on the Half-shell (formerly Oyster Festival). More information
here!
4.
Pullo Center: We are looking for volunteers! It's a great way to meet new people, see amazing entertainment and help others. Duties include greeting guests, taking tickets and handing out playbills and ushering. Contact
Diane Buckwalter, House Manager.
5.
2017 4-H Fair: August 12 and 13 - Animal shows, projects, activities for kids, great food, and more! Get all the details
here.
6.
York County Bar Foundation - Community Summit - SAVE THE DATE - October 24, 2017 at the Wyndham Garden in York! This second Community Summit will highlight law-related programs available locally to increase access to justice as well as seek to encourage collaboration between legal services and social services to better meet the needs of our community.
7. York Habitat for Humanity: We are seeking volunteers to serve as board members as well as on Habitat committees - Development, Marketing, Family Services, and Faith Relations. Please contact Mark Mattern for more information.
8. York County Food Bank: We have a need for volunteers in the following areas: Food Drive Coordination, Office, and Community Outreach. Please contact Debbie Krout-Althoff for more information.
9. The Salvation Army: Estate & Charitable Gift Planning Institute, September 27, 2017. Find more information here.
10. The Salvation Army: The public is invited to our summer day camp graduation on Friday, August 4, at 4:30pm. RSVP to Michele Baker at 717-848-2364 x252.
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.
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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. |
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137 E. Market St.
York, PA 17401
www.lalyork.com
Leave A Legacy
® York County
A Program of the York County Bar Foundation
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