Daytime Connections: Charitable Giving

“Financial generosity in the last third of life: why? how? to whom?”
Thursday, May 18, 10 a.m. program in the Social Hall or on Zoom
Salad & Soup Lunch begins at 12 p.m.
REGISTRATION REQUIRED

Daytime Connections programs begin at 10 a.m. on the third Thursday of each month, from October through May. They include fabulous presenters about fascinating topics, a delicious lunch, and an opportunity to meet new people and rekindle old friendships. On Thursday, May 18, we’ll explore the topic of charitable giving.

Ross Levin and Dan Berg will help us understand why we should consider giving away what we can while we are still alive. Participants will consider how giving impacts other things we want to do in our lives, and learn how to:

• Create a charitable mission statement
• Vet charities
• Be tax effective
• Determine how much to give

Ross and Dan are both well-known in the First Universalist Community. Ross is the founder of Accredited Investors Wealth Management, is a past chair of the University of Minnesota Foundation, and also writes a regular column in the Business section of the StarTribune. Dan was for 18 years Philanthropic Advisor at the Minneapolis Foundation and has made many contributions to congregational life.

Sign in and coffee at 9:45 a.m. Soup & salad lunch follows program at 12 p.m.: $5-15 sliding scale (more if you can; less if you can’t; no one will be turned away for lack of funds). Registration is requested a minimum of four days in advance.

Organized and hosted by the Daytime Connections Planning Team