Monday October 18, 2010 | Planned Giving

October 14, 2010 at 1:30 pm | Posted in Coming Up | 9 Comments

You’re busy living your life, so you may not have had time to think of what you might leave behind.  This would be a good week to do that.  Charlotte Mayor Anthony Foxx has declared this “Leave a Legacy Week” in Charlotte with the hope that ordinary people will start thinking about what lasting contribution they can make.  You don’t have to be rich to make a difference now or after you’re gone and we’ll find out more.
Guests
Judy Smith
– Director of Planned Giving, Catholic Diocese of Charlotte and Chair, Leave a Legacy Week Committee
Phillips Bragg – Certified financial planner and VP of Retirement, Estate and Charitable Planning, Bragg Financial Advisors. On the Executive Committee for Leave a Legacy Charlotte
Joe Gigler – A donor. He’s included Catholic Social Services in his will in honor of his late mother
Dr. Mimi Vollum – Donor and retired Director of Educational Development at CPCC

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  1. […] Monday October 18, 2010 | Planned Giving « Charlotte Talks […]

  2. […] This post was mentioned on Twitter by Charlotte Talks, Vickie Mullins. Vickie Mullins said: Monday October 18, 2010 | Planned Giving « Charlotte Talks: Charlotte Mayor Anthony Foxx has declared this “Leave … http://bit.ly/a2MD5P […]

  3. Writing from Mooresville – I saw an interview with Warren Buffett who had what I thought was a great comment for passing along inheritance funds – “give them enough to do something, but not enough to do nothing.”

  4. Mike Collins: It is so beneath you to be repeating “treasure tales” about miserly domestic workers who leave “millions” to big charities and institutions. If a person netted $300 a week for 50 years that would total only $700,000. And how could they save it all without depending upon the charity of others in the meanwhile? I expect that even mizers inherit, and that is where the large sums originate in most cases. A mizer cannot live a normal life. Normal people share and give over a long period of time without ever considering the total of their generosity. A mizer lets go only when the end of life approaches, and then, not always. The economic system in this country has used myth and distortion to induce irrational behavior for too long. Rich men who act as Horatio Alger suggested are often pedophiles, and that is a basic truth. Right now the primary problem in this economy is that weath, assets and power are in too few hands: Exchange has seized up because the few that own it all need so little, and still the wealthy milk the poor. Maybe we should examine charitable institutions and reveal them for what they fail to do. They are an excuse not to change what so sorely needs to be changed.

  5. This topic seems to only address your listeners who have money. I’m a clinical psychologist. I have found the majority of my patients do not have a Will much less a Living Will, Healthcare Power of Attorney, or other documents recommended in the estate planning process. Most haven’t a clue why or how to create these documents. In the current economic state telling people to use attorneys or other estate planners is not fair. Shouldn’t schools be offering courses to high school students about estate planning? Are there websites or local organizations that provide viable information for citizens of all ages, as planning needs would be very different for a young couple 22 years old as opposed to someone middle aged or elderly who has no Will? Sorry if this would be a better topic for a later show.

  6. Mike,
    Great program today. Another reason to check with a lawyer or at least the recipient…don’t qualified org have an IRA number that should be ref on the donation?
    Andy

  7. Mike,

    You are providing such a needed service this morning in getting the message out on how important it is to plan. Actually, probably the most important message would be to have your audience understand the ramifications of the lack of planning. Everyone needs a plan…has little to do with the value of a person’s estate. If you have children…you have to plan. If you want to give to charity…you have to plan. If you want to minimize on any potential estate taxes…you have to plan. Great show!

    Sabrina, Winters, Attorney at Law, PLLC

  8. Yes, leave a legacy and go vote!


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