Family Philanthropy Series: You Need a Will

ABOUT THIS EVENT:

If Google has failed you in the topic of creating a will or if you have yet to consider if you need a will, this Family Philanthropy Series session is for you. According to Gallup (2021), less than half of U.S. adults have a will that describes how they would like their money and estate handled after they die. In the U.S. there is also a large discrepancy based on race in the number of people who have a will, with 55% of white people vs. 28% of Black, Indigenous, Latinx, Asian, Pacific Islander and other Communities of Color having one.

In this session, our speaker aims to demystify the act of creating a will through discussion of the following:

• WHY making a will is important for you and your family
• HOW to find an estate attorney
• WHAT assets do you have?
• HOW to give to your favorite cause through your will
• WHEN is the right time to revise a will?

Guest Speaker:

Nathan Laible, Owner / Consultant at Laible Consulting LLC

Format: President and CEO, John Wilgers, will share a brief welcome and a moderated discussion will follow led by Vice President of Individual Philanthropy, Mala Thao.

When: Noon to 1 p.m. Wednesday, May 10

Where: Online – Zoom (registration required). Virtual meeting information will be sent to registered attendees 24 hours before the event.