Gifts that Give Now, Give Back, Give Later

Online, 7:00-8:30 PM EDT|June 24, 2020
24Jun2020
Quakers are regarded for making a profound and practical difference in the world. Today, some Friends struggle with how to best invest their resources in doing good. In fact, many creative approaches are available to maximize our impact and enhance our capacity to make a meaningful difference in the lives of others.

Join us as we consider several options for charitable giving, including ones that we can give now, give later, and even ones that give back to us. We will also consider some of the important tax advantages available for you and your family.

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ABOUT THE SPEAKERS
Colin Saxton serves an Everence® Stewardship Consultant helping individuals, congregations and non-profits integrate faith and finance through stewardship services and financial resources. With a passion for thriving communities of faith, Colin serves as an instructor for the Lake Institute workshop, Cultivating Generous Congregations. He acts as a liaison to the Friends/Quaker world and seeks to deepen connections, encourage generosity and facilitate a vision of holistic stewardship with other partners in the Pacific Northwest.
 

Dennis LeFevre, CFP®, is a Certified Financial Planner™ and serves as an Everence Financial Consultant, as well as a Everence Foundation Charitable Advisor, helping individuals and groups integrate their finances with faith values through insurance and financial services. Dennis is licensed with ProEquities and Everence Trust Company, to help clients with fee-based or commission-based investment advice. Prior to joining Everence in 1997, Dennis spent 11 years in lending and bank administration.

 

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Advisory services offered through Investment Advisors, a division of ProEquities,Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.

Dennis LeFevre is licensed to discuss with and/or offer financial services and/or products to residents of Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, Montana, Nebraska, New Mexico, New York, Nevada, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, Utah and Washington.

CFP(r), Certified Financial Planner(tm), and CFP(tm) are owned by the Certified Financial Planner Board of Standards, Inc., and are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirement.