Shelter partners with local firms for a planned giving seminar series

Anderson Animal Shelter will host a free planned giving seminar series in partnership with AHC Advisors, Inc., JC Olson & Associates, and the Law Firm of Kuczek & Associates.

The series will assess the financial planning component to give each attendee an overview based on their individual circumstances. It will address the tax implications of the various strategies and the legal aspect of properly establishing the correct legal documents for each scenario.

You can leave a lasting legacy that coincides with your values while retaining your financial security. There are several ways to provide a legacy of love for animals or your favorite cause, through charitable planned giving. Planned giving is the process of making a charitable gift of your assets to one or more nonprofit or charitable organizations while you are alive or after you pass. This type of giving is a charitable tool that not only allows you to fulfill your own financial goals and objectives, it has a major impact by supporting the mission of the organization you choose.

Planned gifts include bequests made through your will, gifts that provide income to you and others for life and gifts of life insurance, charitable lead trusts or retirement plans. These gifts can be made in cash, stocks, bonds, personal property, life insurance and real estate.

Planned giving requires consideration and planning in light of the donors overall estate plan.

The Financial Planning & Tax Seminar will be held from 7 to 9 p.m. Wednesday, Sept. 9. Speakers will be Jorie Pitt, certified financial planner and lead financial planner with AHC Advisors Inc., and Jon Olson, a certified public accountant with JC Olson & Associates.

The Will & Trusts Seminar will be held from 7 to 9 p.m. Wednesday, Sept. 30. Speaker will be attorney Theodore Kuczek with the Law Firm of Kuczek & Associates.

The location for both seminars will be Clarke, 675 Sidwell Court, St. Charles. The lead host will be Andy Hanses, director of major and planned gifts with Anderson Animal Shelter. All are welcome to attend.

AHC Advisors Inc. will be donating 10 percent and Theodore Kuczek will be donating 5 percent of the cost of their services back to Anderson Animal Shelter if any of the seminar attendees obtain their respective services.

Anderson Animal Shelter, 1000 S. LaFox St. (Route 31) in South Elgin, collaborates with public and private organizations and individuals to shelter, care for and promote the adoption of homeless, stray and unwanted companion animals. The shelter is a 501(c)3 charitable organization and does not receive any federal or state funding. The Shelter advocates for the compassionate and humane treatment of these animals through direct care, humane education and community outreach programs.

For information on Anderson Animal Shelter, including adoption, volunteering, donation drives and membership opportunities, visit www.andersonanimalshelter.org, email info@andersonanimalshelter.org or call (847) 697-2880.