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The Community Chest to Present “An Introduction to Planned Giving” on February 12

February 2, 2019 , Luhrs & Associates


The Community Chest’s Professional Development Series presents a workshop. Photo Credit: The Community Chest

(Eastern Bergen County, New Jersey; February 1, 2019) — The Community Chest’s Professional Development Workshop Series presents “An Introduction to Planned Giving” on Tuesday, February 12, 2019.  Offered in partnership with Regent Atlantic, the workshop will be held at Vantage Health System located at 2 Park Avenue in Dumont, New Jersey from 9:30 a.m. to 1:00 p.m.  In the event of inclement weather, the workshop will be rescheduled for Thursday, February 21, 2019.  The workshop is free and open to the public.

            Jim Sonneborn and Lesley Draper, wealth advisors from Regent Atlantic LLC, will lead the workshop and discuss what planned giving is from the perspectives of the nonprofit and the donor. Common planned giving strategies will be discussed and the best ones to use and to incorporate with recent tax law changes.  Attention will be given to integrating financial and estate planning with planned giving.  Participants will learn what nonprofits need to do to achieve planned giving success.  No Continuing Education Units will be issued for this workshop.  A Question and Answer session will follow the presentation.

            Advanced registration is required.  For information or to register, contact Karen Adler at Karen@karenadler.net.

Neighbors Helping Neighbors

            The Community Chest supports local nonprofit organizations serving people in need.  With the motto, “Neighbors Helping Neighbors”, The Chest’s mission is to lead initiatives and support nonprofits that make communities stronger and benefit the people of eastern Bergen County in New Jersey.  The Professional Development Training Series carries out this mission by assisting local agency staff with the tools to update their skills in management and supervision.  The series, open to representatives from local nonprofit organizations that are interested in building their capacity, provides staff with the tools to update their skills in management and supervision.

About The Community Chest

            Founded in 1933, The Community Chest, a nonprofit, tax-exempt organization, has supported local not-for-profit agencies for 85 years.  The Chest leads initiatives and supports nonprofits that make our communities stronger and benefit people in need in eastern Bergen County.  Each year, The Chest raises funds and allocates them to agencies demonstrating the capacity to provide services to local citizens.  The organization also provides coordinating and planning services in its communities, serving as a bridge between agencies and organizations and investing in the stability and quality of the service network.

            The Community Chest’s Board of Managers is comprised of community leaders dedicated to improving the lives of neighbors in need.  People interested in being considered for board membership may contact executive director Shelly Wimpfheimer at (201) 568-7474.

            For further information about The Chest, visit www.thecommunitychestebc.org/ or contact (201) 568-7474.  Stay updated about the organization’s activities on Facebook and Twitter.

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