Popular Seminar Launches LightHouse Planned Giving Initiative – Learn Tax Tips for Now and Later

Last month attorney Gary Rothstein presented to several dozen LightHouse donors on the current economy, changes in the tax law and how to best manage their finances for the future. He also discussed ways our community can do this while helping the LightHouse provide vital and life-invigorating programs for the blind.

Gary answered numerous questions from the exuberant crowd, providing good information while keeping a difficult subject light. Gary is an expert in the field who has been advising clients on advanced estate-planning techniques since 1993.Guest speaker Gary Rothstein

The LightHouse would be glad to connect for individual consultations about planned giving and the benefits it can generate. You are welcome to contact him directly or work with Jennifer Sachs, our Development Director, at 415-694-7333 or jsachs@lighthouse-sf.org.

New Planned Giving Guide Can Help You Reduce Taxes, Have Income For Life and Make a Difference
If you’d like to learn more about how you can plan for the future, we have a new resource for you and your family, the LightHouse Planned Giving Guide. The Guide outlines and compares a variety of methods of estate planning vehicles and the benefits of each. You have the opportunity to ensure that future generations of blind children, teens, adults and seniors receive the training and support they need to live their lives to the fullest.

With your investment in the LightHouse, we can help blind and visually impaired people gain confidence and attain skills to find employment, become self-reliant, and fulfill their dreams. You can make a difference, and there are many gift options from which to choose, ranging from bequests to gifts that pay you income for life. You can take a look at an electronic copy of it here. To receive a printed or braille copy, please contact us giving@lighthouse-sf.org.

Want to discuss planned gifts opportunities or notify us of your intentions? Please contact Jennifer Sachs, Director of Development, at 415-694-7333 or jsachs@lighthouse-sf.org.