Charitable Giving: How to Make Planned Gifts to Your Beloved Charity

Ever wondered how to give back to a charity or organization that has truly made a meaningful impact on your family? Host Annette Hines shines a spotlight on one of her beloved organizations, Perkins School for the Blind, where her daughter, Elizabeth attended school, to show how easy it is to make planned gifts. Charitable giving is one of the most frequent discussions Annette has with her clients in planning their estate. Planned giving is accessible to almost everyone, and it is a meaningful way to make an impact at your favorite organization. Two guests join Hines for this discussion on charitable giving. Jennifer Volpe works with donors on planned giving to Perkins, and she shares the perspective of what planned giving looks like from the organization. Brooke Carter Sukhavasi serves at Colby College as the Senior Associate Director of Gift Planning and is working with Perkins on planned giving through her consulting organization, B&P Consulting LLC, also joins the discussion. Annette encourages you to review your year, learn about what went well and didn't go well, and celebrate wins and move forward with a plan for 2023.

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