Philanthropic giving is a joyous experience, one that allows an individual to make a real difference.
Many people, however, are unsure how to make the biggest impact and transfer their wishes to loved ones and favorite charities.
To provide these tools, the Jamestown Regional Medical Center Foundation is partnering with Thompson & Associates to offer guided estate planning. For 30 years, Thompson & Associates has helped individuals and families plan to pass their estate assets to their families and organizations they support in a manner consistent with their values and objectives.
“There are no products to sell, only great information to learn. Guided estate-planning is a unique opportunity to create the legacy you choose to leave,” said JRMC Foundation Director Lisa Jackson. “Jamestown has a history of community giving. This is one way to be a part of it.”
The estate-planning luncheon is set for Friday, Jan. 26. Doug Olson, CFRE, FCEP Senior Vice President and Regional Manager Thompson & Associates will explain how to create and accomplish a plan for the future. The luncheon begins at 12:00 p.m. in Conference Room ABC (downstairs level) at Jamestown Regional Medical Center. An appointment with Doug consists of expertise from an unbiased third party, at no charge to you, with complete confidentiality, that is personalized, on your schedule and that provides a completed suggested course of action to share with your local personal advisor.
The event is limited to 35 people. A complimentary lunch is included.
To register, call (701) 952-4880 or e-mail
fo********@jr****.com
.