World Union Webinar: A New Way to Think About Legacy Giving

On October 29, the World Union in New York hosted a Planned Giving Webinar, offering participants a new way to think about legacy giving. Middle income donors often feel like they can’t afford to make a major gift to an organization they care about, but legacy donors are among our most valued major donors.

More than 30 people joined the webinar which was moderated by WUPJ Legacy Committee Co-Chairs Peter Buchsbaum and Ron Cohen and was led by a panel of experts in the field.

Discussions included general estate planning vehicles, tax considerations of planned gifts, how to make donations from IRAs, and other unexpected ways to include the World Union in estate plans .

The World Union is grateful to the following panelists for sharing their time and expertise:

  • Jaime Lewis, an attorney who guides her clients through legal life planning in areas such as asset protection, planning for incapacity, effectively structured children’s protection, and legacy planning;
  • Geoffrey Close, the first Vice President and Wealth Advisor for Morgan Stanley. He has been tailoring financial guidance and investment management strategies for nearly 40 years to individuals, families, small business owners, and nonprofit organizations;
  • Mark Levenfus, the Managing Partner Emeritus at Marks Paneth, LLP. He founded the firm’s media and entertainment practice which involves working with e-commerce, telecommunications, internet, and other media relations facets.

For anyone unable to join the webinar or interested in learning from the discussion, please click on the audio file below from the event. 

The WUPJ Legacy Committee hopes that this webinar will become the first in a series, so please make sure you are on our mailing list for future invitations.