Giving Smarter: How to Maximize Impact Through Estate and Tax Planning, 4 September | Event in Barrington

Giving Smarter: How to Maximize Impact Through Estate and Tax Planning

Let It Be Us

Highlights

Thu, 04 Sep, 2025 at 09:00 am

1.5 hours

Barrington's White House

Free Tickets Available

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Date & Location

Thu, 04 Sep, 2025 at 09:00 am to 10:30 am (GMT-05:00)

Barrington's White House

145 West Main Street, Barrington, United States

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About the event

Giving Smarter: How to Maximize Impact Through Estate and Tax Planning
Let It Be Us is proud to partner with the Foglia Family Foundation to present a special Planned Giving Seminar featuring experts.

About this Event

Let It Be Us is proud to partner with the Foglia Family Foundation to present a special Planned Giving Seminar featuring nationally respected experts in estate and charitable planning. This seminar is designed to empower donors and professionals alike to make informed, impactful decisions about giving. This exclusive event will feature expert-led insights into charitable estate planning, tax-efficient giving strategies, and the power of intentional philanthropy to transform communities, especially for Illinois children in foster care.

Featured Speakers:

Edwin P. Morrow III, J.D., LL.M., MBA, CFP®, CM&AA®Estate Planning Hall of Fame InducteeNational Thought Leader & SpeakerCo-Chair of Estate & Trust Administration, Kelleher + Holland, LLCRead full bio →

Andrew J. Kelleher, Jr., J.D., CPA, LL.M.Co-Founder, Kelleher + Holland, LLCTrusted Advisor to High-Net-Worth ClientsTax Attorney & CPA with Over 30 Years of ExperienceRead full bio →


What to Expect:

This seminar will provide:

  • A framework for aligning personal values with long-term charitable goals
  • Techniques for maximizing philanthropic impact while minimizing tax burdens
  • Legal and financial considerations in legacy planning
  • Guidance for professionals advising clients on charitable estate options
  • Real-life examples of how planned gifts have created transformative outcomes

Attendees will also enjoy a 30-minute breakfast buffet and networking session prior to the presentation


Who Should Attend:

This seminar is ideal for:

  • Donors interested in leaving a legacy
  • Financial advisors and wealth managers
  • Estate planning attorneys and CPAs
  • Insurance and trust professionals
  • Development professionals and nonprofit leaders
  • Anyone interested in leveraging charitable giving for impact

Why It Matters:

Planned giving is a powerful tool that allows individuals and families to make meaningful contributions to causes they care about, often with significant tax advantages. For Let It Be Us, planned gifts provide the sustainability needed to continue our work on behalf of children in foster care, especially those who are older, part of sibling groups, or have unique needs.

This event also serves as the official launch of our Planned Giving Program, which will include:

  • A dedicated “Legacy Giving” web portal
  • Sample bequest language and donor tools
  • The formation of the LIBU Legacy Society to recognize those who commit to lasting impact

Interested in learning how you or your clients can support vulnerable children while building a lasting legacy?

Mark your calendar. This is a seminar you won’t want to miss. For questions, please reach out to Susan McConnell at c3VzYW5tY2Nvbm5lbGwgfCBsZXRpdGJldXMgISBvcmc=


Also check out other Workshops in Barrington, Nonprofit events in Barrington.

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Ticket Info

Tickets for Giving Smarter: How to Maximize Impact Through Estate and Tax Planning can be booked here.

Ticket type Ticket price
Planned Giving Seminar Free
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Nearby Hotels

Barrington's White House, 145 West Main Street, Barrington, United States
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Giving Smarter: How to Maximize Impact Through Estate and Tax Planning, 4 September | Event in Barrington
Giving Smarter: How to Maximize Impact Through Estate and Tax Planning
Thu, 04 Sep, 2025 at 09:00 am
Free