Perspectives on Planning
Dear Alumni and Friends,
Perspectives on Planning Issues
I am pleased to bring you the latest issue of Lasell's planned giving newsletter, Perspectives on Planning.
Our newsletters are designed to provide information about estate and financial planning, as well as thoughtful charitable gift arrangements. Each issue features a different topic and includes a reply card that you may return to request further information. In this issue, we feature the different types of charitable gifts and the ways in which each may benefit your financial and philanthropic goals.
We all want to find ways to minimize our taxes, get the most out of our investments, plan effectively for retirement, and identify the best ways to support our families as well as charitable organizations that are important to us. I would welcome the opportunity to talk with you and explore the means to accomplish these goals in your situation. To request your copy, simply send me an email at email@example.com or call our office (617) 243-2223 .
Katharine Urner-Jones ’83