Save the Dates in 2012!

We’re happy to announce the following programs and activities taking place in 2012:

Tuesday, May 22
Josette Myers is back by popular demand to present at our Spring Partners in Planned Giving Networking Lunch, hosted in the newly renovated Community Room at the United Way of York County.

June 4 through June 8 is Wills Week
Look for our unique promotions (focusing on including charitable giving in wills) around York County in early June, and don’t forget to plan on sharing this message during the same time with your constituents, too!

Tuesday, October 16
Mark Rank of York College is our featured speaker at our Fall Partners in Planned Giving Networking Lunch taking place at York College.

Be sure to save these dates in your calendar now – more details and registration information will follow soon!

Recent LAL Programs Offered Expertise & Networking

Our October 20, 2011 Professional Advisors Program welcomed Bruce Bigelow back to York. More than 30 people in both the professional advisors and nonprofit fields attended this educational event at the Martin Library.

On October 27, 2011, Rosanna Felix spoke at our Partners Lunch at the American Red Cross, where she addressed nonprofit professionals about the necessary steps to move a planned giving program forward.

Click here to view photos in our gallery from these events and others.

Register Now for Next Networking Lunch!

Partners in Planned Giving Networking Lunch

Thursday, October 27, 2011
12:00 to 1:30 p.m.
American Red Cross, York-Adams Chapter, York, PA

Planned Giving is Alive and Well– But How Do You Get Beyond the Basics?

Lunch and conversation with Rosanna M. Felix 

Once you have started a basic planned giving program for your organization, how do you grow and sustain it during these challenging economic times?  In this session, participants will learn about the changes that are occurring in the planned giving field, and what they must do to ensure success for their organizations.

FREE lunch program for current LEAVE A LEGACY York County Partners!

Non-partners are welcome to attend for $15.00/person.

Click here to download a registration form today: October 27 2011 Partners Lunch Flyer

Register Now for October Bruce Bigelow Program!

We’re very pleased to partner with the York County Estate Planning Council, and welcome back Bruce Bigelow to York! Bruce will speak to us about Planned Giving Options in a Time of Continuing Uncertainty.

Thursday, October 20, 2011
12:00 to 1:30 p.m.
Martin Library

Registration and seating is limited.
Click here to download a registration form: Oct 2011 Bigelow Reg Mailer

Save the Dates!

We’re happy to announce two great programs taking place this fall:

Thursday, October 20, 2011
Bruce Bigelow returns to York for a lunch program for professional advisors

Thursday, October 27, 2011
Rosanna Felix is featured at our Partners in Planned Giving Networking Lunch: “Planned Giving is Alive and Well–But How Do You Get Beyond the Basics?”

Be sure to save these dates in your calendar now – more details and registration information will follow soon!

Wills Week is Here!

LEAVE A LEGACY York County is once again sponsoring Wills Week. During the week of June 6 – 12, let’s work together to highlight the importance of preparing a last will and testament and promote the idea of giving to one’s favorite charity through estate planning.

This week, make a point to include a prominent “It’s Wills Week” advisement notice in your newsletter, in your social networking outlets, or in an e-blast. Here’s some suggestions:

June 6 – 12 is Wills Week – Have you reviewed yours lately? Do you have one? (50% of your neighbors don’t!)

It’s Wills Week in York County! Have you made a will or need to update your current will?  Call us, we’re here to help!

Partners in Planned Giving Lunch a Great Success!

We’re glad to have had a great turnout at our most recent Partners in Planned Giving Networking Lunch on May 26, 2011. Memorial Hospital hosted and treated us to a fantastic networking lunch and program, featuring Josette Myers.

Check out some pictures in our Photo Gallery by clicking here.

Final Chance to Register for Partners Lunch

Talking to Annual Giving Donors about Planned Gifts

Lunch and conversation with Josette Myers, APR, CFRE

Thursday, May 26, 2011
12:00 – 1:30 p.m.
Memorial Hospital, Staff Room, 325 South Belmont Street, York, PA 17403

In this session, we will discuss how to start and continue conversations with your annual giving donors about planned giving.  The presentation will include real-life examples of donors at various stages of the giving continuum and how they were converted from annual givers to donors who made the “ultimate gift” to an organization through planned giving.

FREE lunch program for current LEAVE A LEGACY York County Partners. Non-partners are welcome to attend for $15.00/person.

YOU CAN NOW REGISTER ONLINE, TOO! Click this!

>>>CLICK HERE TO REGISTER>>> May 26 2011 Partners Lunch Flyer Page 1

>>>CLICK HERE FOR DIRECTIONS TO PROGRAM>>> Meml Hosp Campus Map

Last Chance to Join LEAVE A LEGACY York County and be Included in Partner Booklet!

Partner Booklet Cover

LEAVE A LEGACY York County will be once again be printing an informational booklet about our organization, and highlighting our current promotional partners in York County. These booklets will be distributed to our partners and to the general public at programs and events. Now is the time to join LEAVE A LEGACY York County if you want to be included in this printed booklet, as well as receive the other benefits of partnering with us.

Deadline for confirmation of partnership and receipt of information for booklet is May 31, 2011. For more information, please visit our Join LEAVE A LEGACY Page or email LALYork@yahoo.com .

Unique Opportunity for Professional Advisors

The York College Planned Giving Council is sponsoring a presentation by John “Buck” Chapoton on May 26, 2011 from 1:00p.m. to 2:00p.m. in the Humanities Center on the main campus of York College. Mr. Chapoton is a partner of Brown Advisory and heads its Washington, D.C. office.  He is a nationally recognized tax expert and served as Assistant Secretary of the Treasury for Tax Policy under President Reagan.  His experience in tax issues has prepared him well for providing valuable strategic advice to high net-worth clients who face complex decisions with regard to structuring and managing their assets.

Mr. Chapoton’s remarks will focus on estate planning techniques and how professional advisors and clients should be working through the uncertainty that the near future holds.  This discussion will most likely include a “forecast” of what the tax-landscape will look like two years from now, and the College is excited to recruit a person who is well-connected in the nation’s capitol to provide an inside view on where legislation could be headed.

York College and its Planned Giving Council are sponsoring this event as a free service to the professional community.  Please email Mark Rank, Senior Director of Principal and Planned Giving (mrank@ycp.edu), if you would like to attend.  RSVP by May 7, 2011.