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What Is Planned Giving?


From Sasha Dull, Chief Development Officer

No matter your age, personal or financial circumstances, planning for the future is important. Where do you start?

The Crossing Rivers Health Foundation would like to help educate our community members, our donors, volunteers and employees, so they may become better prepared for what the future may bring.

Please join us for a free seminar on Wednesday, February 8th. I encourage everyone to attend, regardless of circumstances or age.

Register for this free planned giving seminar here.

This seminar will provide insightful tips, so you can leave a thoughtful legacy for your loved ones.

Topics include:

  • Power of Attorney
  • Will and estate plans 101
  • Use of charitable contributions to benefit you and your loved ones
  • much more!

For the convenience of busy schedules, two sessions will be offered:

The seminar will be presented by William Taylor, Vice President of Financial Planning at Northwestern Mutual. During this seminar, participants will learn strategies to develop a comprehensive plan and evaluate assets to benefit their loved ones and themselves.

There is no cost to attend this seminar, and there will be no sales of products or services. Registrations are requested no later than Monday, February 6th at the link below or by calling 608.357.2140.

Register for the 2 p.m. session

Register for the 6 p.m. session