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Living Your Legacy - Estate Planning Workshop

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Fairmont Scottsdale Princess

7575 East Princess Drive

Golden Room

Scottsdale, AZ 85255

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Are you living your legacy?

I hope you can Join Goldwater Institute and DonorsTrust for lunch where we will discuss the ins and outs of planned giving and why it's important to have your estate in place now. How will your charitable plans be managed after your lifetime? Will you leave a legacy for the future guided by your principles? Or will someone else make all of the decisions about your assets after you are gone?

Please join us for lunch on Thursday, May 2, if you would like to explore answers to these questions.

The 2017 tax reform package took away many deductions, but one still holds strong: the charitable deduction. This lunch explores strategic giving tactics to maximize your philanthropic impact while minimizing your tax burden. You’ll hear how taking a portfolio approach to giving allows you to support liberty and the other causes you care about. We’ll also explore simple ways to help you protect your charitable legacy.

This informative luncheon is all about you, your life, and Living Your Legacy.

Experts from DonorsTrust will discuss estate planning tools and tax law changes you should know in order to ensure your charitable legacy. There will be plenty of time for your questions.



Meet the presenters:

Peter Lipsett

Peter Lipsett is Vice President at DonorsTrust. He fosters DonorsTrust’s continued growth by overseeing its marketing, client outreach, and prospect cultivation efforts. He also leads the Novus Society, DonorsTrust’s unique program for donors under 40 committed to growing their philanthropic network and know-how. Prior to joining DonorsTrust in 2014, Peter spent nearly a decade within the Koch organizations helping build a unique donor network. Originally from Marietta, Georgia, Peter graduated from Davidson College and has an MBA from George Mason University. He, his wife, Ann-Bailey, and their two little girls live in Springfield, Virginia.

Jeff Zysik

Jeff Zysik is Chief Financial Officer and Chief Operations Officer at DonorsTrust. He is also an attorney and accountant with fifteen years of tax planning experience, focusing primarily on sophisticated estate and income tax concepts. Before joining DonorsTrust, he was managing-director and co-founder of Charitable Entity Administration, LLC (CEA). Before launching CEA, Jeff served as Director-in-Charge of strategy development at my CFO’s national tax group. He also spent five years with KPMG LLP–one year in a tax practice office, three years with the firm’s Washington National Tax Personal Financial Planning practice and a final year serving as Director-in-Charge of the firm’s South Florida Personal Financial Planning practice. Admitted to the New York State Bar, Jeff holds a Bachelor of Accountancy degree from George Washington University, a Master in Public Accounting-Tax degree from the University of Texas at Austin, and a JD degree from George Mason University.



To learn more about the Barry Goldwater Legacy Society, please check out our planned giving website by clicking on the following link: https://goldwater.giftlegacy.com/



There is no cost to attend, but your RSVP is requested. If you are interested in attending or have any questions, please contact Austin Jack at ajack@goldwaterinstitute.org for more information.

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Date and Time

Location

Fairmont Scottsdale Princess

7575 East Princess Drive

Golden Room

Scottsdale, AZ 85255

View Map

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