Barry Goldwater Legacy Society Planned Giving Event

Are you living your legacy?

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 the Barry Goldwater Legacy Society and Randy Huston from Yellowstone Trust Administration for an exclusive luncheon on Tuesday, October 5, 2021, where we will discuss important and strategic giving tactics. Learn how you can take a portfolio approach to your giving to support liberty and other causes you care about. We will also explore simple ways to protect your charitable legacy.

The 2017 tax reform package took away many deductions, but one still holds strong: the charitable deduction. During this lunch, Randy Huston will explore strategic giving tactics to maximize your philanthropic impact while minimizing your tax burden.

Please join us for lunch at the Phoenix Country Club on Tuesday, October 5, 2021, if you would like to explore answers to these questions.

Registration opens at 11:30 a.m. and the presentation and lunch will begin at 12 p.m.

There is no cost to attend, but your RSVP is required. If you are interested in attending or have any questions, please contact Shannon Stovall at events@goldwaterinstitute.org for more information, or call 602-633-8984.

Randy Huston from Yellowstone Trust Administration is a Certified Financial Planner who 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:

Randy Huston, Executive Vice President for Yellowstone Trust Administration.

Barry Goldwater Legacy Society. Please check out our planned giving website to learn more. For more information, please call Austin Jack at 602-633-8988 or email ajack@goldwaterinstitute.org.

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