Create a Legacy Through Giving

In this episode, we’ll discuss legacy giving, a way to make charitable donations through one’s estate plan. This type of giving allows people to support causes or donations even after they pass on. 

We’ll discuss legacy giving with James McBain, the Senior vice president and Regional Director of Wealth Planning and Trust Advisory at U.S. Bank Private Wealth Management, and Jennifer Trice, United Way Principal Gift Officer.

We’ll also discuss United Way’s Free Tax Preparation Program and a local volunteer opportunity.

Thanks for tuning in!