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Nonprofit webinar to focus on discussing planned giving with donors

Tue, Oct 27th 2020 08:00 am

The Cattaraugus Region Community Foundation’s second Nonprofit Link and Learn Seminar, “How to Discuss Planned Giving with Donors,” will be led local attorney Tyler Threehouse on Nov. 13 via Zoom.

Threehouse of Threehouse Law Firm, P.C., who specializes in asset protection and estate planning, will talk about how to speak to donors and prospective donors about planned giving, including suggestions for how donors can set up their estate plans to properly allow for planned gifts.

The webinar will be held via Zoom from noon to 1 p.m. Organizations can register for the webinar here. Registration is free, but will be required to attend the workshop.

Threehouse, who serves as a CRCF board member as well, will also discuss how to talk to donors about estate planning to protect their assets and maximize their charitable contributions to continue their legacy. Topics will include trusts and wills as well as a brief overview of the estate administration process.

According to CRCF Executive Director, the workshop is meant to provide information and strategies from a knowledgeable specialist on a topic often requested by nonprofits.

“Being able to talk to the donors that love your nonprofit about how they can support your nonprofit for many years to come while also leaving a legacy they can be proud of is an important skill for nonprofit professionals and volunteers,” said Buchheit.

“Tyler Threehouse is a very knowledgeable and respected attorney who knows the value of planned giving to both nonprofits and the donors who can continue the charitable giving they value even after they are gone.”

This webinar is the second and final of this year’s series, said Buchheit, but the Foundation will continue to offer Link and Learn Seminars in the future.

“When we decided to move away from Nonprofit Networking Day we knew we still wanted to be involved in education and capacity building for our community nonprofits,” Buchheit said. “This series is away to continue providing valuable resources to our hardworking community organizations, and it has allowed us to do safely during the COVID-19 pandemic,” she added. “We are excited for the future of this series and all of the important topics we can explore.”

The Cattaraugus Region Community Foundation is the area’s supportive, responsive and trusted community foundation. Established in 1994, CRCF is growing good by connecting donors to the causes they care about most in the region. Grants from the foundation support many areas, including education, scholarships, health care, the arts, community development, human service, and youth development. To learn more, call (716) 301-CRCF (2723), email [email protected], or visit online at www.cattfoundation.org. CRCF is also on Facebook (facebook.com/cattfoundation) and Twitter (@CattFoundation).