Upcoming
Legacy Planning Series Session 1: Your Legacy Choices - Planning Meaningful Gifts for the People and Causes You Love
Free
Fri, Oct 23, 2026, 10:30 AM – 12:00 PM EDT
Legacy giving doesn’t happen by accident - it’s the result of clear planning and personal reflection. This session explores charitable giving options, beneficiary designations, and ways to create lasting impact. Participants will learn how to incorporate charitable intentions into their estate plans in a thoughtful, values‑driven way.
Course Instructor: Attorney Richard E. Santee, Shay Santee & Kelhart LLC. Michael Daley, Director of Philanthropy at Morningstar Living, will present charitable giving options that can leave a legacy impact.
Contact us
- Liz Brandl
- LI••••B@MOR••••N.COM
- 610-746-1000
Classifications
Age Groups
- All