Summit Foundation to put on local finance workshop | SummitDaily.com

Summit Foundation to put on local finance workshop

CAITLIN ROWsummit daily news

SUMMIT COUNTY – To connect with donors – new and continuing – The Summit Foundation will host a string of finance workshops open to all community members. The first is set for Sept. 16 – an educational workshop on family wealth and philanthropy. The class is scheduled from 9:30-11:30 a.m. in the Peak 5 Room at Beaver Run Resort and Conference Center in Breckenridge.”It’s about giving tools to incorporate philanthropy within family and legacy plans,” said Kasey Geoghegan, director of development at The Summit Foundation. “It’s broad lessons.”According to Geoghegan, the workshop will be of interest to “The Summit Foundation donors, as well as professional advisors and their clients, and, in particular, anyone who has been faced with the interconnected challenges of estate and philanthropic planning.” Three Colorado advisors will give lessons on their expertise.The panelists will address several questions pertinent to successful estate planning: Why do a large proportion of estate plans fail and what can be done to improve your chances of success? How can you right-size inheritances for children and grandchildren? What is the role of philanthropy in successful estate planning? What are some of the tools and devices that families can utilize to create a solid infrastructure to support their goals? What role do tax savings play in estate planning? What is Congress doing about the federal estate tax?”This will be the first of many – it will be an ongoing component of working with the community,” Geoghegan said.To RSVP, or to request information, call The Summit Foundation at (970) 453-5970 or e-mail Kasey@summitfoundation.org.SDN reporter Caitlin Row can be reached at (970) 668-4633 or at crow@summitdaily.com.