Please join us at the LightHouse in February to learn more about planned giving and charitable bequests in an informative workshop hosted by Alma Soongi Beck, Esq.:
Planned Giving: How it benefits you as well as the community
A discussion on how estate planning can help you achieve your personal goals while helping the organizations that you care about further their mission.
Where: LightHouse San Francisco Headquarters
When: Friday, February 27th at 10:30 a.m.
Complimentary lunch to follow.
Please RSVP by February 23rd to Laura Lee Mattingly at lmattingly@lighthouse-sf.org or 415-694-7309.
Our Presenter: Alma Soongi Beck, Esq. is a Certified Specialist, Estate Planning, Trust and Probate Law. She helps individuals, couples and families navigate issues relating to estates and trusts. Ms. Beck regularly gives seminars on estate planning for non-profit organizations and also leads diversity awareness and cross-cultural communication workshops for law firms, Fortune 500 companies and non-profit organizations.
What is a bequest?
The term “bequest” refers to a statement in your written will of your wish to provide charitable funding for LightHouse for the Blind and Visually Impaired. It is also common to provide charitable designations through retirement plans or IRAs, life insurance policies, revocable and irrevocable trusts, and government savings bonds. Bequests have played an important role in making LightHouse programming possible since our establishment in 1902. Today bequests account for a major portion of the LightHouse’s endowment and funding, and sustain all aspects of the organizations services.
If you are like many LightHouse supporters, you know that the LightHouse is the preeminent organization providing training, advocacy and a thriving community for the blind and visually impaired. Whether it’s a family with a blind toddler attending Enchanted Hills or a senior who is learning skills to remain independent when adjusting to Macular Degeneration, the LightHouse is a beacon of hope and possibility.
Perhaps you have experienced LightHouse programs first-hand or are simply a caring and compassionate community member. By making a bequest or other planned gift, you can acknowledge LightHouse for the Blind in a meaningful way and make a lasting difference for the LightHouse and for your own personal legacy.
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.
