The Finance Committee and its Sub-Committee on Endowments and Investments is presenting a seminar on Sunday, December 6, at 1 PM in the Meeting Room. It’s called “Your Money and Your Values” and will be a discussion of how individuals can be involved in socially responsible investing in their personal investments and accounts. In addition, information about the tax deductibility and other benefits of charitable giving and bequests will be discussed, including how a charitable gift can provide regular income (mostly tax-free) for the remainder of one’s life. Hal Reed, Unitarian Universalist Society: East member and former head of planned giving at the UConn Foundation, will lead the seminar, which will conclude around 2:30. Malcolm Barlow, UUS:E member and local estate planning attorney, will be the resource person. There will be plenty of opportunity for questions. “Your Money and Your Values” is at no cost and reservations are not required. Light refreshments will be available.
Your Money and Your Values
12/03/15 by
