The Waln Society, Legacy Giving Interest Meeting Replay

Replay of "The Waln Society, Legacy Giving Interest Meeting"

Ready to join the Waln Society or have additional questions? Contact Nancy Tindal - clerk@allentownpresbyterian.org

What do you care so much about that you want to keep supporting it long after you’re gone? Join us for the inaugural interest meeting of The Waln Society, where we take the fear and confusion out of estate planning. Guest speaker Karl Madison (Vice President for Planned Giving Resources, for the Presbyterian Foundation), alongside CPA Lee Boss and Pastor Stephen, explain how legacy giving isn't just about wealth or complex legalities—it's about passing down your values, sharing your story, and investing in the future of the church.

Whether you are 35 or 85, this session proves that legacy planning is much simpler than you might think. Discover how everyday assets like retirement accounts and Donor Advised Funds can become transformational gifts for the next generation.

📌 Key Topics Covered in This Meeting:

▶The 95% Rule: Why the majority of your giving potential is tied up in illiquid assets (and how to use them).

▶Busting Estate Planning Myths: Why the average age for a planned gift is actually 53, and why you don't need to be wealthy to make a massive impact.

▶Simple Giving Vehicles: Exploring Bequests, Retirement Plan Beneficiaries (IRAs/401ks), and the incredible tax benefits of Donor Advised Funds (DAFs).

▶Protecting Your Family & Faith: How leaving a "why" behind with your gift serves as a lasting lesson for your children and your church community.