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CRVI Foundation Hosts Free Educational Planned Giving Seminar

CRVI Foundation Hosts Free Educational Planned Giving Seminar

"How to be a Philanthropist" was a free educational seminar hosted by the CRVI Foundation on November 5, 2018.  Featured speaker Richard Shapiro, J.D., CELA of Blustein, Shapiro, Rich & Barone, LLP, shared strategies for reducing uncertainty in your long-term plans.

Effective and creative ways to ensure the well-being of you and your family, while also considering CRVI and/or charities of your choice in your plans were discussed by Mr. Shapiro.

During the presentation, Mr. Shapiro highlighted how to learn to:

  • Avoid common estate and tax mistakes
  • Control your own destiny
  • Increase income with estate and charitable gift planning

Pictured above is Richard Shapiro, J.D., CELA and William J. Sammis, CRVI CEO

If you have any questions on planned giving or other donation opportunities, please contact CRVI Foundation Director Karen Hartley at 845.673.4224 or karen.hartley@crvi.org