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Planned Giving Workshop

June 18 @ 12:00 pm 1:45 pm

Wendy Allard

Sue Peterson

Optimize Your Legacy for Your Family and Community

Many of us have worked all of our lives raising our kids, and now it’s time to ensure our personal short and long-term legacies make an impact on the future of our community. Planned giving is one of the most powerful actions you can take to help end hunger and homelessness for Bellevue children. A planned gift is a portion of strategic estate planning and establishes your charitable legacy. Whether through bequests, life insurance beneficiaries, trusts, or designating us in your retirement plans like IRA or 401K, your gift ensures Bellevue LifeSpring is here to support Bellevue children for generations to come.

The Workshop

The workshop will be full of practical and actionable ideas. Sue and Wendy will guide us through a variety of topics, including creating a meaningful impact to secure your legacy while maximizing benefits for your loved ones and the causes you hold dear. They will share their expertise, provide helpful insights, and answer all your financial planning questions.

Your thoughtful planning today can create a positive and enduring impact on the Bellevue of tomorrow.

Complimentary lunch will be provided.

Overlake Golf and Country Club

8000 NE 16th St
Medina, Washington 98039 United States
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