Having just celebrated Thanksgiving, we on Bowen are thankful for our community and are reminded of how fortunate we are to be able to call this our home. I think it’s safe to say that we all share a commitment to a sustainable future for our island community.
On behalf of your Community Foundation, this is an invitation to a discussion about how your values may pass to future generations through legacy giving. It is part of the foundation’s educational commitment to generate awareness and provide informational resources to you and our island charities.
As you are no doubt aware, our mandate is to work with our donors and supporters to create permanent endowment funds, the income from which supports our community through numerous charities, scholarships and bursaries.
The foundation published “Vital Conversations 2017” based on public dialogue, identifying the “what” of our community priorities. Now we will explore the “how” through this presentation. It should be noted that all legacies are derived from a donor’s vision and it is the role of the foundation to help shape that vision to become a reality. If it is not us who consider passing our values to the future, then who?
On the day when you exercise your civic duty at the voting booth, we invite you to join us and two legal experts in the charitable field. The presenters will be Michael Blatchford of Norton Rose Fulbright, whose practice is focused as legal advisor to numerous charities and Michael Haywood of Trowbridge Haywood, a lawyer and financial planner. They will share the practicalities of what charities must do to position themselves to accept legacy gifts and further, how legacy gifts can be provided between generations through tax-assisted strategies. These experts will further explore how charities should be structured to manage these gifts and the process by which gifts may be donated during one’s lifetime or through their estate. The format will be informal and questions will be welcomed.
Why? Because we share a commitment to a sustainable future for our community
What? Identifying the current and future needs of our community through Vital Conversations.
How? To attend this presentation and learn how your intergenerational vision can be realized.
We anticipate limited seating, so please RSVP as early as possible with the total number of attendees.
I hope you can join the foundation and our invited speakers on October 20.
“For Bowen For Ever.”